Why Invest?

In this episode we are joined by Tanya Tracey, Chief Executive Officer at the charity GAIN - Girls Are Investors. GAIN’s main purpose is to inspire young women to pursue a career in investing. We discuss Tanya’s early career in finance and go into more detail on the purpose of GAIN and the work that they do.For further information please visit www.waverton.co.uk LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/   Tanya Tracey – https://www.linkedin.com/in/tanyatracey  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.

In this episode we are joined by innovator and serial entrepreneur, James Alexander, MBE. A titan in the biodiversity world, James is the Chair of Finance Earth, Suffolk Wildlife Trust and Agricarbon UK. We discuss these roles and the challenges he and his teams are trying to overcome, as well as his previous life as the Co-Founder of Zopa, a peer-to-peer lending platform. James explains how we can use market-based mechanisms and financial tools to protect and restore nature.For further information please visit www.waverton.co.ukLinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/  James Alexander – https://www.linkedin.com/in/james-alexander-617747/ 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.

In this episode we are joined by serial entrepreneur, Roland Horne. Roland is the Founder of WatchHouse, a specialty coffee business. We discuss Roland’s early career, setting up a business selling world-class aquariums to high-profile clients, then we find out what drew him to the competitive world of specialty coffee and his international expansion plans. For further information please visit www.waverton.co.uk or https://watchhouse.com LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/   Roland Horne – https://www.linkedin.com/in/roland-horne-3684543a/  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.

In this episode we are joined by Kevin Uphill. Kevin is the Founder of Avondale, a company that helps their clients with business sales. We discuss structuring a business for sale, deal negotiations, growth capital and the benefits of Employee Benefit Trusts.   For further information please visit www.waverton.co.uk or www.avondale.co.ukLinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/  Kevin Uphill – https://www.linkedin.com/in/kevin-uphill/ 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.

In our first episode of 2023 Doug is joined by Harry Cole, Political Editor of The Sun and one of the journalists closest to our previous Prime Minister Liz Truss. Harry has the most extraordinary insight and access to Liz and has co-authored the biography: Out of the Blue: The inside story of the unexpected rise and rapid fall of Liz Truss. Doug and Harry discuss the chaos in the Conservative party- Johnson’s downfall, Truss’s ascendancy, and what a Sunak premiership might look like- and importantly what it might mean for investors. Finally Harry address the crucial question- is the tory party simply too divided to rule?For further information please visit www.waverton.co.uk.LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/   Harry Cole - https://www.linkedin.com/in/harry-cole-9159a1140/  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.

In our final episode of 2022 Doug is once again joined by Waverton Fund Manager, Charlie Jones. Following an incredibly tumultuous year, we take a look back on some key investment themes we have seen amidst raised geo-political risks, higher interest rates, higher inflation, higher commodity prices and supply chain disruption. It has been a big year for the Why Invest? Podcast. We would like to thank all of our guests, listeners and everyone involved, in particular our award winning marketing manager and producer, Laura Hammond, and our brilliant and patient editor Dougie at The Podcast Editor.For further information please visit 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.

In this episode we are joined by Co-Founders of Lune + Wild, Lara Rodgers and Nadia Simonds. Lune + Wild focuses on producing, marketing and distributing healthy food for babies and children. We discuss what drew them to the world of food, what it is like innovating in the baby food category and how they are looking to raise money for expansion.For further information please visit www.waverton.co.uk or https://www.luneandwild.co.ukLinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/   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.

In this episode we are joined by former Secretary of State for International Development and co-host of hit podcast ‘The Rest is Politics’, Rory Stewart. Rory is the President of GiveDirectly, a charity that allows donors to send cash directly to people in poverty. We discuss the purpose of the charity, the research that underpins the program and the reality of life for 700m people that live on less that $2 per day, globally.For further information please visit www.waverton.co.uk or www.givedirectly.orgLinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/   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.

In this episode we are joined by Erik Britton, Managing Director and CEO at Fathom Consulting. Erik is responsible for the company's strategy, guiding its macroeconomic research and leading projects in macro, finance and political analysis. In this episode Erik identifies the macroeconomic problems facing the world at the moment and offers his solutions. We discuss what life was like at The Bank of England in the 1990’s, the danger of merging fiscal and monetary policies and the disinflationary effects of China.For further information please visit www.waverton.co.uk or www.fathom-consulting.com LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/  Erik Britton – https://www.linkedin.com/in/erik-britton-6333768/  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.