Waverton Investment Management Overview
- Year Founded
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1986
- Status
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Acquired/Merged
- Employees
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183
- Latest Deal Type
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Buyout/LBO
- Financing Rounds
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3
- Investments
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4
Waverton Investment Management General Information
Description
Provider of investment management services catering to individuals, charities and institutions. The company offers discretionary portfolio management, investment management, investment advisory and related financial services, thereby offering clients investments based on their preferences, frequency and format while having direct access to the investment manager.
Contact Information
Website
www.waverton.co.uk(Operating Subsidiary)
Corporate Office
- 16 Babmaes Street
- London SW1Y 6AH
- England, United Kingdom
Corporate Office
- 16 Babmaes Street
- London SW1Y 6AH
- England, United Kingdom
Waverton Investment Management Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Waverton Investment Management Comparisons
Industry
Financing
Details
Waverton Investment Management Competitors (3)
One of Waverton Investment Management’s 3 competitors is Hawksmoor Investment Management, a Private Equity-Backed company based in Exeter, United Kingdom.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Hawksmoor Investment Management | Private Equity-Backed | Exeter, United Kingdom | ||||
| Seven Investment Management | Corporate Backed or Acquired | London, United Kingdom | ||||
| TAM Asset Management | Private Equity-Backed | London, United Kingdom |
Waverton Investment Management Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Waverton Investment Management Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Waverton Investment Management Investments & Acquisitions (4)
Waverton Investment Management’s most recent deal was a Merger/Acquisition with Cornerstone Asset Management. The deal was made on 14-Apr-2021.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Cornerstone Asset Management | 14-Apr-2021 | Merger/Acquisition | Asset Management | ||
| Timothy James & Partners | 17-Dec-2019 | Merger/Acquisition | Other Financial Services | ||
| Activision Blizzard | 12-Jan-2017 | PIPE | Entertainment Software | ||
| 2CG Senhouse Investments | 29-Mar-2016 | Merger/Acquisition | Asset Management |
Waverton Investment Management Exits (2)
Waverton Investment Management’s most recent exit was on 17-Dec-2019 from Timothy James & Partners. The exit was categorized as .
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| Timothy James & Partners | 17-Dec-2019 | Completed |
|
||
| Activision Blizzard | 12-Jan-2017 | PIPE | Completed |
Waverton Investment Management Affiliates
Subsidiaries (1)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Josh Management | London, United Kingdom | 2013 |
Waverton Investment Management FAQs
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When was Waverton Investment Management founded?
Waverton Investment Management was founded in 1986.
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Where is Waverton Investment Management headquartered?
Waverton Investment Management is headquartered in London, United Kingdom.
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What is the size of Waverton Investment Management?
Waverton Investment Management has 183 total employees.
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What industry is Waverton Investment Management in?
Waverton Investment Management’s primary industry is Asset Management.
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Is Waverton Investment Management a private or public company?
Waverton Investment Management is a Private company.
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What is the current valuation of Waverton Investment Management?
The current valuation of Waverton Investment Management is .
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What is Waverton Investment Management’s current revenue?
The current revenue for Waverton Investment Management is .
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Who are Waverton Investment Management’s investors?
Credit Suisse and Somers have invested in Waverton Investment Management.
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Who are Waverton Investment Management’s competitors?
Hawksmoor Investment Management, Seven Investment Management, and TAM Asset Management are competitors of Waverton Investment Management.
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When was Waverton Investment Management acquired?
Waverton Investment Management was acquired on 29-Feb-2024.
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Who acquired Waverton Investment Management?
Waverton Investment Management was acquired by London & Capital.
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