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, CFA
- Fund Manager & Analyst
Charles joined Waverton in April 2014 as a Global Equity Analyst within the Waverton Global Fund team researching global equities in all sectors and regions, with other responsibilities including the creation of a stock research database and a stock analysis system. In December 2016, Charles transferred to the US equities team to research large and medium size US companies in all sectors and is a key participant in US stock selection for the company. In June 2019 Charles became co-manager of the Waverton Global Equity Fund. Before joining Waverton, Charles graduated from Durham University in 2013 with a 1st Class Master’s degree in Aeronautical Engineering. He also holds the Investment Management Certificate (IMC) and is a CFA charterholder.