UK's Waverton Expands Private Client Operation

Robbie Lawther

10 July 2017

UK-based has appointed Donald Norman as a private client director and portfolio manager.

Norman will manage a range of portfolios from private clients to charities, the firm said in a statement.

Before joining Waverton, he was a member of the management team at James Capel Investment Management for 20 years. Then, Norman was a founding partner of Cheviot Investment Management. Following the subsequent merger with Quilter, he was appointed head of private clients.

“We are thrilled to have someone of Donald’s experience and seniority, join our team at Waverton,” said Andrew Fleming, chief executive. “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.”

Waverton Investment Management has approximately £5.1 billion ($6.6 billion) of assets under management.