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Waverton Investment Management LTD
Waverton Investment Management Limited, now operating as W1M Investment Management Limited, is a prominent British investment management firm headquartered in Westminster, London. Founded in 1986 as J.O. Hambro Investment Management, the firm provides investment management services for private clients, families, charities, institutions, and Independent Financial Advisers. The firm is recognized for its tailored, direct investment approach and cross-border advisory expertise, serving high-net-worth and ultra-high-net-worth clients as well as charities and institutions. As of June 2025, it is part of W1M, following a merger with London and Capital Group Limited, and employs around 350 professionals.
Investment Strategy
The firm pursues a global, active, direct investment strategy, constructing portfolios predominantly via direct investments across key asset classes rather than third-party funds. W1M emphasizes transparency on costs and competitive total investment expenses. The investment process is designed to deliver strong risk-adjusted returns through different market conditions, with a focus on personal service and collaboration with clients. Expertise includes advising and managing complex wealth structures, including international and US-connected clients, backed by institutional-quality management, tax reporting, and a consultative approach tailored to each client's requirements.
Latest 13F Filing Activity
Waverton Investment Management LTD filed their most recent 13F report on Jun 30, 2025 disclosing 105 equity positions with a total 13F market value of $7B. The fund increased holdings in Interactive Brokers Group Inc., Microsoft Corporation Com Us$0.00000625, Taiwan Semiconductor Manufacturing Ads Rep 5 Ord Tw$10 among other positions. Waverton Investment Management LTD reduced exposure to Qualcomm Inc. Com Us$0.0001, T-mobile Us Inc., Linde PLC Com Eur0.001 among others.
Top Holdings
Equity Positions (105)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corporation Com US$0.00000625 | 7.61% | $552.8M | 1,111,862 | $182.58 | $497.41 | +$144.8M |
A AMZN | Amazon.com Inc Com US$0.01 | 5.80% | $421.4M | 1,920,920 | $110.10 | $219.39 | +$78.5M |
| Alphabet Inc US$0.001 'A' | 5.30% | $384.6M | 2,182,426 | $141.27 | $176.23 | +$55.8M | |
V V | Visa Inc Com Stock US$0.0001 | 4.52% | $328.3M | 925,413 | $174.05 | $355.05 | +$10.6M |
S SNPS | Synopsys Inc US$0.01 | 4.08% | $296.6M | 578,299 | $435.34 | $512.68 | +$81.1M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
O Oliver Kelton | fund manager | United States |
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