Mary Haly Joins Waverton

We welcome Mary Haly as Senior Portfolio Manager and Director

Waverton Investment Management confirms the appointment of Mary Haly to their Private Client Team as a Senior Portfolio Manager and a Director of the firm. Mary joins from Coutts & Co where she headed a unit in their Tailored Portfolio Services division. She has over 25 years’ experience in the financial services industry with a particular expertise in managing the assets of UHNW and complex clients. She began her career at KPMG Peat Marwick Mclintock where she qualified as a chartered accountant. She subsequently worked at SG Asset Management, Baring Asset Management and Kleinwort Benson Private Bank before moving to Coutts in 2011.

Andrew Fleming, Waverton Chief Executive, commented, “We are thrilled to have a high calibre individual such as Mary join us. She brings a wealth of expertise, a strong track record and impressive professional credentials. Her expertise will strengthen our existing family and private client service and I have no doubt that she will play a key role in developing our business further.”

Mary Haly said, “I am delighted to join Waverton with its increasingly unique and flexible approach to managing portfolios. This client centric ethos and a focus on direct global stock exposure provides clients with an outstanding investment offering”.

Mary Haly

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.