Waverton announces appointment of William Tong to the Waverton Managed Funds Service Team

Waverton announces appointment of William Tong to the Waverton Managed Funds Service Team

Waverton Investment Management (Waverton) has today announced the appointment of William Tong as a Business Development Manager for its Managed Funds Service Team.  William will work closely alongside Mark Barrington (Marketing Director) to continue to support and develop their relationships with financial advisers across the UK.

William has joined Waverton from Charles Stanley, where he was responsible for intermediary sales across the London region.  Prior to this, he worked for Towry Law, initially in the Private Client team and later the Change team as the business readied itself for RDR.  In 2011 he moved to Evercore Pan-Asset (subsequently Charles Stanley Pan Asset) as their Business Development Manager, working closely with IFAs and Financial Planners around the UK.  Educated at RMA Sandhurst and Liverpool John Moores University, he holds the Certificate in Financial Planning.

John Bellamy, Head of the Managed Funds Service at Waverton said, “We are delighted that William has joined Waverton.  He has significant experience of working alongside financial advisers and supporting them in the delivery of investment solutions to their clients.”