Mary is a Portfolio Manager. She looks after client relationships and manages the portfolios of these clients in a variety of currencies. Mary's clients range from individuals, based both in the UK and overseas, to corporates (particularly family investment companies) and trusts (both onshore and offshore) and pension funds. Her clients come from a wide variety of backgrounds including private equity, entrepreneurial endeavours, the professions, banking and those who find themselves with changing personal circumstances and/or have had little prior exposure to the investment industry.
Mary is an FCA and a Chartered Fellow CISI and has a degree in Business Studies from Bayes Business School. Mary has over 30 years of experience working in investment management and joined Waverton in 2018 from Coutts & Co.
