Richard Frederick List
Portfolio Manager-Equities at Waverton Investment Management Ltd.
Profile
Mr. Richard F.
List is a Director & Portfolio Manager at Waverton Investment Management Ltd.
He joined the company in 2007 and manages discretionary portfolios on behalf of private clients, trusts and charities.
He is a member of the International Client Committee and manages a number of portfolios for such clients and for US persons in particular.
He was previously a member of the UK private clients team at Credit Suisse Private Banking where he advised high net worth private clients and trusts from 2001.
Mr. List started his career in 1997 at Deloitte & Touche Private Clients working in the investment department before becoming an Investment Manager and a member of Deloitte's Investment Committee with responsibility for international mutual fund selection.
Mr. List graduated from The University of Nottingham with a Bachelor of Science (Hons) degree in Chemistry.
He is a Fellow of the Chartered Institute for Securities & Investment (CISI) having passed the CISI Diploma.
He also holds the Chartered Insurance Institute Advanced Diploma in Financial Planning.
Richard Frederick List active positions
Companies | Position | Start |
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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). | Portfolio Manager-Equities | 2006-12-31 |
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Private companies | 1 |
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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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