Multi-Asset

W1M Multi-Asset Webinar in conjunction with AJ Bell

30 Oct 2025|22 min read
James Mee, CFA
Co-Head of Multi-Asset Strategies
Gabrielle Park, CFA
Assistant Fund Manager

We were delighted to join AJ Bell’s recent multi-asset webinar, bringing together leading multi-asset providers to share expert insights on how advisers can better navigate today’s shifting investment landscape.

Our own James Mee and Gabrielle Park took to the virtual stage to discuss key themes, including the value of active management in volatile markets, the benefits of a concentrated approach, and why investing directly with conviction can help to mitigate risks.

The Waverton Multi-Asset Range was in the spotlight, showcasing how this approach can deliver resilient, high performing portfolios. It was a fantastic opportunity to collaborate, share knowledge, and support advisers in delivering stronger outcomes for their clients.

W1M Multi-Asset Webinar in conjunction with AJ Bell: Improving risk-adjusted returns through global, active, direct investing

The views and opinions expressed are the views of Waverton Investment Management Limited and are subject to change based on market and other conditions. The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. All material(s) have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Changes in rates of exchange may have an adverse effect on the value, price or income of an investment. Past performance is no guarantee of future results and the value of such investments and their strategies may fall as well as rise. Capital security is not guaranteed. Derivative instruments can be utilised for the management of investment risk and some of these products may be unsuitable for investors. Different instruments involve different levels of exposure to risk.

Newsletter

Sign up to receive the latest news and insights from our experts

By signing up to our newsletter you opt in to receive emails from W1M. You can unsubscribe at any time.