Profile
Mr. Charles Jones, CFA, is a Fund Manager at Waverton Investment Management Ltd.
He joined Waverton in April 2014 as a Global Equity Analyst within the Waverton Global Fund team researching global equities in all sectors and regions, with other responsibilities including the creation of a stock research database and a stock analysis system.
In December 2016, he transferred to the US equities team to research large and medium size US companies in all sectors and is a key participant in US stock selection for the company.
In June 2019, Mr. Jones became co-manager of the Waverton Global Equity Fund.
He graduated from Durham University in 2013 with a 1st Class Master's degree in Aeronautical Engineering.
He also holds the Investment Management Certificate (IMC) and is a CFA charter holder.
Former positions of Charles Jones
| Companies | Position | End |
|---|---|---|
Waverton Investment Management Ltd.
 Waverton Investment Management Ltd. Investment ManagersFinance Waverton Investment Management (Waverton) is the Great Britain-based investment management subsidiary of Waverton Investment Management Group Ltd., ultimately held by Somers Ltd. (BH: SOMS) in Bermuda. The firm was founded by Richard Hambro in 1986 as J.O. Hambro Investment Management Ltd. They changed their name to Waverton Investment Management Ltd. in 2014. Headquartered in London, Waverton provides discretionary investment management services to private clients such as individuals, charities, trusts and collective investment schemes (funds). | Analyst-Equity | 2023-03-31 |
Training of Charles Jones
| University of Durham | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Waverton Investment Management Ltd.
Waverton Investment Management Ltd. Investment ManagersFinance Waverton Investment Management (Waverton) is the Great Britain-based investment management subsidiary of Waverton Investment Management Group Ltd., ultimately held by Somers Ltd. (BH: SOMS) in Bermuda. The firm was founded by Richard Hambro in 1986 as J.O. Hambro Investment Management Ltd. They changed their name to Waverton Investment Management Ltd. in 2014. Headquartered in London, Waverton provides discretionary investment management services to private clients such as individuals, charities, trusts and collective investment schemes (funds). | Finance |
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