New Content Integration with Waverton Investment Management

We have some exciting news on the latest upgrade to ATEB Suitability on 6th March 2024. This update comes at no additional cost and provides a new addition to our content integration library.



We have partnered with Waverton Investment Management to provide our customer firms with access to the following:

  • A description of their service
  • A description for each of their portfolio ranges:
    • Waverton Managed Portfolio Service (MPS)
    • Waverton Multi Asset Fund Range

This functionality can be enabled by a Company Administrator via the Content Integrations screen.

Waverton Investment Management was originally founded as J O Hambro Investment Management (JOHIM) in 1986 by Richard Hambro. For the first fourteen years the company was owned by the Hambro Family and senior management. In 2001, JOHIM was acquired by the Credit Suisse Group, although remained an independently managed entity. In 2013, Credit Suisse agreed to sell JOHIM to Somers Limited, and to the existing management team, thus re-establishing our credentials as an independent owner-managed investment management house. Our original investment philosophy and focus on individual client service remained unchanged and all Directors of the firm have a direct equity stake in the business, thus aligning themselves with the interests of their clients.

Following the acquisition from Credit Suisse, we changed our name from JOHIM to Waverton Investment Management in recognition of the new structure of the firm. We remain as always a discretionary investment management house dedicated to creating high quality investment portfolios and providing a personal service for financial advisers, private individuals, trusts, charities and institutions. AUM £10.9bn as at 31.12.23.

Please note – we have also rebranded our ‘ATEB Compliance’ risk profile integration following the recent rebrand from ‘ATEB Compliance’ to ‘Thistle Initiatives’.

Interested in exploring our key features and benefits? Click the link below:

Key-Features and Benefits

Please don’t forget we have a collection of ‘how to’ guides, articles and hints/tips via our FAQs which are available on our Help & Support Portal.

Our support team are available 9am – 5pm / Mon – Fri to answer any further questions you may have / 0191 338 8177.

Important Note: ATEB news is intended to provide general information ONLY. The content, including any views expressed or guidance provided, does not replace the need to comply fully with FCA Rules and Guidance. Unless you have discussed news article content with ATEB, and specifically how it relates to your circumstances, then ATEB disclaims all liability and responsibility and actions arising from any reliance placed upon it. For the avoidance of doubt therefore, any reliance you place on such information without our consultation is at your own risk.

ATEB Compliance offers compliance and regulatory advice.

ATEB Suitability provides report writing software for the financial services market.

SUIT - Beautiful Reports
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About the Author

Doug has over 14 years experience in the financial services industry and works as a Senior Product Consultant for ATEB Suitability. He provides training and support for our users and also looks after the content of our suitability report templates. He loves to catch up with customers and is always available for a friendly chat.

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