James Mee, CFA

Co-Head of Multi-Asset Strategies

James joined the company in January 2013. He is Co-Head of Multi-Asset Strategies and lead manager of the Waverton Multi-Asset Income, Multi-Asset Growth and the Portfolio Fund. He is also responsible for managing the Waverton Multi- Asset Fund range, including Defensive, Cautious and Balanced funds, as well as managing segregated multi-asset mandates, and is part of the team responsible for our award winning MPS. James is a member of the Asset Allocation Committee and the Stock Selection Committee. He has been nominated 4 years in a row (2020- 2024) for the Investment Week Fund Manager of the Year Awards (Mixed Investment 20-60% Shares category), and won in 2022. He also won the 2022 Portfolio Adviser “Best Multi-Asset Fund - Balanced” award. James is a CFA charterholder.

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