Key Personnel - John Bellamy

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.

John Bellamy - Director, Head of Managed Portfolio Service

John joined the company in 2007 and is the Head of the Managed Portfolio Service and co-manager of the Waverton Tactical Equity Fund.  He joined from Credit Suisse (CS) where he was Head of Portfolio Management having carried out a variety of roles within the firm prior to that.  John started his career at Buckmaster and Moore which was acquired by CS in 1987. John has a wealth of experience with Private Clients, Trusts and Charities. He is a Member of the Chartered Institute for Securities & Investment (CISI) having completed his CISI Diploma.