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Charities

Investing your Charity's Money for the First Time

Ian Enslin provides an introduction to investing your charity's money for the first time (as at 24.04.18)

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Investing your Charity's Money for the First Time

Investment Funds

Waverton Portfolio Fund

Algernon Percy and Alexandra Buchan, managers of the Waverton Portfolio Fund, discuss the fund and its recent investments (as at 23.04.18)

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Waverton Portfolio Fund

Platform Portfolio

Platform Portfolio Service Update Q1 2018

John Bellamy and Bill Dinning discuss the last quarter and Waverton's outlook for investment markets (as at 23.04.18)

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Platform Portfolio Service Update Q1 2018

Asset Allocation Update
Asset Allocation Update

Asset Allocation Update Q1 2018

William Dinning gives an asset allocation update (as at 20.04.18)

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Asset Allocation Update Q1 2018

More videos can be found here

Platform Portfolio

Platform Portfolio Service Update Q4 2017

John Bellamy and Bill Dinning review the performance of the portfolios over the last quarter and our outlook for investment markets (as at 18.01.18)

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Platform Portfolio Service Update Q4 2017

Waverton's View

Waverton's View for 2018

Bill Dinning discusses Waverton's views for 2018 (as at 18.01.18)

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Waverton's View for 2018

International Clients

International Clients

A brief overview by Stephen Browne on Waverton's services for International Clients (as at 18.01.18)

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International Clients

Investment Funds

Waverton European Dividend Growth Fund

Charles Glasse, manager of the recently renamed Waverton European Dividend Growth Fund, discusses the opportunity at the heart of European equities (as at 18.01.18)

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Waverton European Dividend Growth Fund

Platform Portfolio

Platform Portfolio Service Update Q3 2017

John Bellamy and Luke Hyde-Smith review the performance of the portfolios over the last quarter and our outlook for investment markets. (as at 20.10.17)

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Platform Portfolio Service Update Q3 2017

Asset Allocation Update
Asset Allocation Update

Asset Allocation Update Q3 2017

Andrew Fleming and William Dinning give an asset allocation update. (as at 20.10.17)

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Asset Allocation Update Q3 2017

More videos can be found here.

Waverton Charity Investment Survey
Charities

Waverton Charity Investment Survey 2017 Results

Emma Robertson discusses the results of the recent Waverton Charity Investment Survey. (as at 20.10.17)

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Waverton Charity Investment Survey 2017 Results

Platform Portfolios

Platform Portfolio Service Update Q2 2017

Jeff Keen and John Bellamy review the performance of the portfolios over the last quarter and our outlook for investment markets. (as at 30.06.17)

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Platform Portfolio Service Update Q2 2017

Investment Funds

Waverton Global Strategic Bond Fund

Jeff Keen and Josh Oakley, managers of the Waverton Global Strategic Bond Fund, discuss the recent performance of the fund and their approach to duration risk (as at 30.06.17)

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Waverton Global Strategic Bond Fund

Andrew Vaughan-Payne - Director, Private Clients
US Clients

An introduction to Waverton's Services for US clients

Andrew Vaughan-Payne discusses Waverton's services for US clients. (as at 30.06.17)

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An introduction to Waverton's Services for US clients

Managed Portfolio Service

An introduction to Waverton's Managed Portfolio Service

John Bellamy & Mark Barrington discuss Waverton's Managed Portfolio Service. (as at 30.06.17)

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An introduction to Waverton's Managed Portfolio Service

Christopher Garsten - Waverton European Capital Growth Fund Manager
Investment Funds

Waverton European Capital Growth Fund

Chris Garsten, manager of the Waverton European Capital Growth Fund, discusses what he sees as the long term stock picking opportunities in Europe. (as at 31.03.17)

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Waverton European Capital Growth Fund

 

 

James Pike - Head of Charities
Charities

Investing in a lower return world

James Pike Head of Charities discusses investing in a lower return world. (as at 31.03.17)

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Investing in a lower return world

Platform Portfolios

Platform Portfolio Service Update Q1 2017

Jeff Keen and Mark Barrington review the performance of the portfolios over the last quarter and our outlook for investment markets. (as at 31.03.17)

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Platform Portfolio Service Update Q1 2017