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The fund aims to provide a balance between capital growth and income over the long term. To achieve this objective the fund will invest in a range of transferable securities such as equities, fi xed interest, collective investment schemes (both regulated and unregulated), deposits, derivatives and money market instruments, cash and gold covering markets throughout the world.
Name | Title | Since | Until |
---|---|---|---|
Katrina Norris | Director | 2009 | Now |
Biography | Katrina Norris, Director, joined the Waverton Investment Management in 2006 to manage specialist European and international portfolios. She chairs the Stock Selection Committee, is a member of the Charity Investment Committee and manages a number of global and multi-asset class Charity and Private Client portfolios. She was previously a Managing Director at Deutsche Asset Management, responsible for managing two pan-European hedge funds, having joined the Group in 1993. During this time she was also responsible for managing the European assets of UK pension funds and charities, working in both London and Frankfurt. Katrina graduated from Exeter University in 1993 and is a Chartered Member of the Chartered Institute for Securities & Investment (CISI). |
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