Waverton

If we have learned one thing in more than 30 years of investing in continental Europe it is that it is much more important to be invested in the right companies rather than trying to make top-down calls.

Targeting +4% CPI

Much has been written about the uncertainties hanging over UK equities, with some investors even labelling the UK as 'uninvestable'.

Left Smith & Williamson in January

Top ten funds

Our interview series continues

"Forget the economic conditions and politics. Focus on who is running the companies that you have in your portfolio and what they can do over the next five years."

Joining private client team

Unwinding of deflation risks more worrying

Company now at next stage of development