Key Personnel - Lance Allen
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.
- Lance Allen
- Assistant Portfolio Manager, Private Clients
Lance joined Waverton in 2017 as a graduate on the UK team focussing on both onshore and offshore portfolios. He graduated from the University of Exeter in 2017 with a degree in Politics & Management having spent a year in Hong Kong working in several investment roles prior to this. Lance is progressing towards a CFA Chartership having passed his CFA Level I examination and is an Investment Management Certificate holder.