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Why Invest?

Waverton Investment Management

Why invest? Doug Barnett from Waverton Investment Management looks at why we invest in certain asset classes, regions and financial products in a series of interviews with professionals from the industry.
Latest Episode6/16/2021

Entrepreneur Special: Olly Thornton-Berry, Co-Founder of Thirdfort

Season 1, Ep. 37
Olly Thornton-Berry is the Co-Founder of Thirdfort, an automated ID verification system set to disrupt the manual processes used for property purchases. We discuss his vision, how he got the business off the ground and his plans for future growth. We touch on the businesses that inspire him, how he secured investment and tips for budding entrepreneurs.For further information on any of the topics discussed in the episode please head to our website at www.waverton.co.uk or visit www.thirdfort.com.LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Olly Thornton-Berry – https://www.linkedin.com/in/olly-thornton-berry-24217b57/ This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285.Authorised and Regulated by the Financial Conduct Authority.The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording.This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.Where Waverton’s advice is given it is restricted to discretionary investment management services.We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
6/16/2021

Entrepreneur Special: Olly Thornton-Berry, Co-Founder of Thirdfort

Season 1, Ep. 37
Olly Thornton-Berry is the Co-Founder of Thirdfort, an automated ID verification system set to disrupt the manual processes used for property purchases. We discuss his vision, how he got the business off the ground and his plans for future growth. We touch on the businesses that inspire him, how he secured investment and tips for budding entrepreneurs.For further information on any of the topics discussed in the episode please head to our website at www.waverton.co.uk or visit www.thirdfort.com.LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Olly Thornton-Berry – https://www.linkedin.com/in/olly-thornton-berry-24217b57/ This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285.Authorised and Regulated by the Financial Conduct Authority.The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording.This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.Where Waverton’s advice is given it is restricted to discretionary investment management services.We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
6/9/2021

Entrepreneur Special: Peter Roberts, Founder of PureGym

Season 1, Ep. 36
Peter Roberts is a serial entrepreneur who famously founded the low-cost gym disruptor, PureGym. In this episode Peter shares his experience of building teams, raising capital and ultimately creating businesses from scratch. We also cover his recent work mentoring entrepreneurs, touching on learning opportunities for new founders and advice for those just starting their journey. For further information on any of the topics discussed in the episode please head to our website at www.waverton.co.uk.LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Peter Roberts – https://www.linkedin.com/in/peter-roberts-97358920/This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285.Authorised and Regulated by the Financial Conduct Authority.The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording.This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.Where Waverton’s advice is given it is restricted to discretionary investment management services.We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
6/2/2021

ICYMI William de Gale: Why invest in global technology?

Season 1, Ep. 35
William de Gale is the founder of Blue Box Asset Management and lead manager of the Blue Box Global Technology Fund. In this episode, William defines the opportunity in the global technology sector. We discuss the industry dynamics, disruptive themes and how he approaches picking stocks in the sector. For further information on any of the topics discussed in the episode please head to www.blueboxfunds.com or www.waverton.co.uk This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285.Authorised and Regulated by the Financial Conduct Authority.The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording.This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. Where Waverton’s advice is given it is restricted to discretionary investment management services.We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
5/26/2021

Investment Philosophy with Charlie Jones

Season 1, Ep. 34
In this episode Doug is joined by Charlie Jones, Fund Manager at Waverton to discuss and define what we mean by investment philosophy. They examine a broad range of philosophies employed by investment titans from Benjamin Graham and Warren Buffett to Cathie Wood and Ray Dalio.For further information on any of the topics discussed in the episode please head to our website at www.waverton.co.uk.LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Charlie Jones – https://www.linkedin.com/in/charles-jones-cfa-4a398b82/ This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285.Authorised and Regulated by the Financial Conduct Authority.The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording.This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.Where Waverton’s advice is given it is restricted to discretionary investment management services.We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
5/19/2021

Karim Kaddoura: Co-Founder of Virtuo

Season 1, Ep. 33
This week on the podcast we are joined by Karim Kaddoura, the Co-Founder of Virtuo, a tech-enabled, contactless car rental service. We discuss why Karim created the business, challenges he faced during lockdown and opportunities ahead for the company.For further information on any of the topics discussed in the episode please head to our website at www.waverton.co.uk or visit www.govirtuo.com/ukLinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Karim Kaddoura – https://www.linkedin.com/in/karim-kaddoura-687a82ba/ This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285.Authorised and Regulated by the Financial Conduct Authority.The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording.This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.Where Waverton’s advice is given it is restricted to discretionary investment management services.We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
5/12/2021

Hugh Yarrow: Founder of Evenlode Investment

Season 1, Ep. 32
In this episode, we are joined by Hugh Yarrow, the Founder of Evenlode Investment, a long-only investment manager based in Oxfordshire. We discuss how Hugh got into the industry, his formative years and why he started Evenlode. We also discuss Hugh’s investment philosophy, approach and areas of the market he is most excited about.For further information on any of the topics discussed in the episode please head to our website at www.waverton.co.uk or visit https://evenlodeinvestment.com/ LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Hugh Yarrow – https://www.linkedin.com/in/hugh-yarrow-13189482/ This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285.Authorised and Regulated by the Financial Conduct Authority.The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording.This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.Where Waverton’s advice is given it is restricted to discretionary investment management services.We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
4/28/2021

Tim Whiting: Founder and CEO of Timothy James and Partners

Season 1, Ep. 31
In this episode, we are joined by Tim Whiting, the founder and CEO of Timothy James and Partners, our independent financial planning partner. We discuss the purpose of financial planning, the value proposition and touch on some of Tim's case studies. For further information on any of the topics discussed in the episode please head to our website at www.waverton.co.uk or visit http://www.tjpltd.co.uk/ Connect on LinkedInDoug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Tim Whiting – https://www.linkedin.com/in/tim-whiting-752896152/ This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285.Authorised and Regulated by the Financial Conduct Authority.The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording.This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.Where Waverton’s advice is given it is restricted to discretionary investment management services.We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.