Key Personnel - Jamie O'Neill
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.
- Jamie O'Neill
- Portfolio Manager, Private Clients
Jamie joined Waverton in 2017 to work alongside Donald Norman in managing bespoke investment portfolios. Prior to this, he started his career at Quilter Cheviot advising private clients, charities, companies and trusts. While at Quilter Cheviot Jamie specialised in Ethical and Sustainable investment. Jamie graduated from Newcastle University with a degree in Economics & Business Management, and is also a chartered holder of the CISI Masters in Wealth Management.