Key Personnel - James Pike

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 Pike - Director, Head of Charities

James joined the company in 2008 and is Head of Charities and the Chairman of the Charity Investment Committee.  He joined Waverton from Barclays where he held positions managing portfolios and Global Sector Strategy within the Research Department working with analysts and economists, feeding ideas into stock, sector and asset allocation recommendations. Prior to this James worked at BZW Portfolio Management, managing UK and International private client portfolios. He originally began his career at Robert Fleming on their institutional fund management side after graduating in 1993 with a degree in Business Economics from Surrey University. He is a Fellow of the Chartered Institute of Securities & Investment (FCSI Dip.) and attended the 2011 Endowment Asset Management programme at the Judge Business School, Cambridge.