Profil
Mr. Algernon A. Percy is a Managing Director at W1m Investment Management Ltd. He is on the Board of Directors at W1M Holdings Ltd. Mr. Percy managed the Waverton Portfolio Fund and the Waverton Multi-Asset Growth Fund for many years, and remains involved with these funds as a member of the Multi-Asset Team.
He also retains a number of direct private client and charity relationships, typically UK tax resident individuals and trusts.
He is a member of the Asset Allocation Committee.
He joined the company in 2003, having previously worked for nine years in the Private Client department of Mercury Asset Management (later Merrill Lynch Investment Managers).
Mr. Percy graduated from Christ Church, Oxford with a degree in History, and he is an Associate of the Chartered Institute for Securities & Investment (CISI).
Postes actifs de Algernon Alan Percy
| Sociétés | Poste | Début |
|---|---|---|
Waverton Investment Management Ltd.
Waverton Investment Management Ltd. Investment ManagersFinance W1m Investment's investment approach is global, direct and active, delivering top decile results. The firm adopts a global perspective, investing directly into each asset class which is actively managed to ensure stable, long-term returns for clients. | Gestionnaire de Portefeuille-Actions | 01/01/2003 |
Waverton Investment Management Group Ltd.
Waverton Investment Management Group Ltd. Investment ManagersFinance Provides investment management services | Directeur/Membre du Conseil | 02/08/2013 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Waverton Investment Management Ltd.
Waverton Investment Management Ltd. Investment ManagersFinance W1m Investment's investment approach is global, direct and active, delivering top decile results. The firm adopts a global perspective, investing directly into each asset class which is actively managed to ensure stable, long-term returns for clients. | Finance |
Waverton Investment Management Group Ltd.
Waverton Investment Management Group Ltd. Investment ManagersFinance Provides investment management services | Finance |
















