Key Personnel - Charles Jones, CFA

The investment of our client portfolios and funds is the responsibility of a team of highly experienced investment professionals. The team has on average over 20 years of individual investment experience and many have worked together for a number of years.

We place the same emphasis on management and support functions. Whether involved in the day to day management of the business, or in the direct administration of our clients’ portfolios, high standards of industry experience and practical knowledge are central to our team approach.

Charles Jones - Equities Analyst, Private Clients
  • Charles Jones, CFA
  • Equities Analyst, Private Clients

Charles joined Waverton in April 2014 as a Global Equity Analyst researching global equities in all sectors and regions, before transferring to the US equities team in January 2017. Charles graduated from Durham University in 2013 with a 1st Class Master’s degree in Aeronautical Engineering, holds the Investment Management Certificate (IMC) and is a CFA charterholder.