Key Personnel - Mary Haly, FCA
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.
- Mary Haly, FCA
- Director, Private Clients
Mary joined Waverton in April 2018 from Coutts & Co where she looked after £750m of UHNW and HNW client assets and led a team managing £2.5bn. Prior to that she was Co-Head of Portfolio Management at Kleinwort Benson Private Bank where she was responsible for many of the Bank’s largest and most prestigious discretionary clients. She started her career at KPMG where she qualified as a Chartered Accountant, before gaining several years’ experience in the equity research team at Newton Investment Management and managing institutional client assets at SG Asset Management and Baring Asset Management.