Waverton hires director from Coutts

Joining private client team

Laura Dew
clock • 1 min read

Waverton Investment Management has hired Mary Haly as a senior portfolio manager and director on its private client team.

Haly joins from Coutts & Co where she headed a unit in the firm's Tailored Portfolio Services division. This is a service offered by Coutts which devises a bespoke multi-asset portfolio tailored to clients' risk and requirements.  Prior to working at Coutts, she worked at firms such as Baring Asset Management and Kleinwort Benson Private Bank and has particular experience with ultra-high net worth (UNHW) clients. Waverton CEO Fleming: The importance of culture and ownership in asset management is fundamentally underestimated Andrew Fleming, chief executive of Waverton, said: "We...

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