![Graeme Brock](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Graeme Brock
Gestionnaire de Portefeuille-Actions chez
Waverton Investment Management Ltd.
Finance
Profil
Mr. Graeme R.
Brock is a Portfolio Manager & Head of Scotland Office at W1m Investment Management Ltd. He is Head of the Scotland Private Client team, as well as a Director and Portfolio Manager.
He looks after a wide range of mainly UK-based families, with portfolios ranging from individual accounts and ISAs to SIPPs, trusts, and corporate accounts.
This often involves liaising closely with other advisers, such as lawyers and accountants.
He also manages assets for several charity clients.
He joined Waverton in 2023, with over 27 years of industry experience.
Mr. Brock started his career at Greig Middleton & Co, which became Gerrard Investment Management and then Barclays.
In 2006, he moved to Smith & Williamson Investment Management Ltd (now Evelyn Partners).
Postes actifs de Graeme Brock
| 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 | 01/06/2025 |
Anciens postes connus de Graeme Brock
| Sociétés | Poste | Fin |
|---|---|---|
Evelyn Partners Investment Management LLP
 Evelyn Partners Investment Management LLP Investment ManagersFinance Evelyn Partners utilizes a top-down approach to analyze macroeconomic and political considerations before deciding on the companies in which they want to invest. They may occasionally engage in shareholder activism. Analyst views are distilled into recommended buy and sell lists. The buy list is compiled country by country based on quantitative and qualitative inputs. The sell list is based on adverse changes in company results, structure, management, the economic or trading environment and changes in country weightings or the availability of more attractive holdings. | Gestionnaire de Portefeuille-Actions | 01/04/2023 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
75
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Evelyn Partners Investment Management LLP
Evelyn Partners Investment Management LLP Investment ManagersFinance Evelyn Partners utilizes a top-down approach to analyze macroeconomic and political considerations before deciding on the companies in which they want to invest. They may occasionally engage in shareholder activism. Analyst views are distilled into recommended buy and sell lists. The buy list is compiled country by country based on quantitative and qualitative inputs. The sell list is based on adverse changes in company results, structure, management, the economic or trading environment and changes in country weightings or the availability of more attractive holdings. | Finance |
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 |
