Donald Norman joins Waverton

Donald joins Waverton as a Private Client Director and Portfolio Manager, he will manage a broad range of private clients and charities.

Donald was a member of the management team at James Capel Investment Management for twenty years before becoming a founding partner of Cheviot Investment Management LLP.  Following the subsequent merger with Quilter, he was appointed Head of Private Clients. 

Andrew Fleming, Waverton chief executive, commented, “We are thrilled to have someone of Donald’s experience and seniority join our team at Waverton.  It is testament to the culture and professionalism of our company that we are able to attract the very best investment talent; helped no doubt by our reputation of providing the highest levels of client service.  Donald will play a key role in supporting the continued growth of our business.”

Donald Norman said, “Waverton is held in very high regard by peers and clients alike for its fine heritage, emphasising the essential values of service coupled with impressive investment performance.  I am delighted to be joining a great business and a wonderful private client team.”


Risk Warning

Past performance is no guarantee of future results and the value of such investments and their strategies may fall as well as rise.  You may not get back your initial investment.  Capital security is not guaranteed.