Key Personnel - James Mee, 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.

James Mee - Fund Manager

James joined the company in September 2012 as an Assistant Portfolio Manager for the Managed Portfolio Service Team.  He is now the lead manager of the Waverton Multi-Asset Income Fund, a co-manager of the Waverton Real Assets Fund and the Waverton Protection Strategy. He is also a member of the Asset Allocation Committee. James graduated from Bristol University in 2012 with a degree in Law and is a CFA Charterholder. In May 2016 he won the WealthBriefing European Rising Star Award.