Shows
Why Invest?Mark Latham: Market Veteran and Investment FuturistIn this episode of Why Invest? Luke Hyde-Smith is joined by market veteran and investment futurist Mark Latham. With over 40 years in commodities and fund management, Mark shares his journey from running a leading resources fund to founding Commodity Intelligence and The Angry Portfolio.They discuss the growing influence of technology across real-world industries, the challenges traditional sectors face amid disruption, and how shifts in investor sentiment often lag behind fundamental change. Mark also touches on how behavioural biases and consensus thinking can lead to missed opportunities in fast-moving markets.The episode covers...
2025-08-1341 minWhy Invest?Chris Wood: Global Head of Equity Strategy at JefferiesIn this episode, host Luke Hyde-Smith is joined by guest co-host Stefan Rheinwald and renowned market strategist and author of the Greed & Fear newsletter, Chris Wood. They explore the current contradictions in the Trump agenda, the state of US equity markets, and the implications of surging AI investment.The conversation spans global markets, with Wood sharing his outlook on Japan’s corporate reform story, the long-term opportunity in India’s private banking sector, and why China remains an essential but complex part of any portfolio. They also discuss the risks building in private equi...
2025-07-3050 minWhy Invest?Ruchir Sharma: Chairman of Rockefeller International and Founder of Breakout CapitalIn this episode host, Luke Hyde-Smith, is joined by renowned investor and author Ruchir Sharma, Chairman of Rockefeller International and Founder of Breakout Capital. They discuss Sharma’s top investment trends for 2025 and examine the evolving global economic landscape at the halfway point of the year.The conversation also delves into themes from Sharma’s latest book, What Went Wrong with Capitalism, and Sharma shares insights on investing across emerging markets through Breakout Capital, the economic optimism driving reforms globally, and his personal philosophy of living life “in parallel.”This podcast is issued by W1M W...
2025-07-1749 minWhy Invest?Peter Davies: Partner & Head of Developed Markets Strategy at Lansdowne PartnersIn this episode, Luke Hyde-Smith speaks with Peter Davies, Partner & Head of Developed Markets Strategy at Lansdowne Partners. Peter reflects on his investment journey, sharing how his experience has shaped his current global long-only approach.Peter outlines the core themes driving Lansdowne’s Developed Markets Strategy and highlights undervalued areas, emphasising that many of today’s strongest investment opportunities lie in overlooked sectors with improving fundamentals.The conversation explores Lansdowne’s unique role in venture investing, particularly in UK scale-ups and Peter discusses how the firm’s integrated approach to public and private markets...
2025-07-0352 minWhy Invest?Your questions answered: Mortgage rates, inflation, and market dynamicsIn this episode, we are joined by Jeff Keen, Head of Fixed Income at Waverton. A veteran of bond markets, Jeff is the lead manager of the Waverton Sterling Bond Fund and Global Strategic Bond Fund but may be best known for his Masters Golf competition, The Jeff Keen Charity Challenge, which over the years has raised over £50,000 for charity.Switching up our usual format, this quickfire Q&A sees Jeff tackle the most commonly asked questions from our clients including ‘Why are mortgage rates so high?’, ‘Will there be a recession?’ and ‘What caused inflation to rise so...
2024-02-1416 minWhy Invest?Private vs Public Assets: Part One with Antti Ilmanen, AQR Capital ManagementIn this two-part mini-series, we are joined by two giants of the investment world to argue the merits of opportunities across public listed equity markets and the growing universe of unquoted private assets.This episode Antti Ilmanen, author and Global Co-Head of the Portfolio Solutions Group at AQR Capital Management, joins us to contend why the outlook for public listed equities is favourable over private assets.Antti critically assesses the concept of illiquidity premium, noting the risks and rewards associated with private equity, including the impact of leverage and market volatility and touches...
2024-01-3135 minWhy Invest?An Interview with Stefan Rheinwald: The evolving landscape of Japanese equitiesIn this episode Stefan Rheinwald, Head of Equity Research at Waverton, dives into Japan's market evolution post the 1980s bubble burst. He examines corporate governance improvements, shareholder value focus, and the importance of selective stock picking in a historically challenging market. Stefan discusses Japan's role in global trends such as artificial intelligence and electric vehicles and the potential risks for 2024, particularly deflation.For more information on any of the topics featured in this episode email whyinvest@waverton.co.uk or visit www.waverton.co.uk. This podcast is issued by W...
2024-01-1718 minWhy Invest?An Interview with Bill Dinning: The race to become President of the USAJoin Portfolio Managers James Carter and Alexandra Buchan-Heelas as they discuss the race to be the next leader of the free world with Bill Dinning, Chief Investment Officer at Waverton.They discuss points of contention that divide the country and topics such as geopolitics, economics and if there really could be a second coming of Trump.For more information on any of the topics featured in this episode email whyinvest@waverton.co.uk or visit www.waverton.co.uk. This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, L...
2024-01-0326 minWhy Invest?An Interview with Alena Isakova: Navigating Investment in ChinaJoin Portfolio Managers James Carter and Alexandra Buchan-Heelas on their voyage to China with Alena Isakova, Lead Manager of the Waverton Asia Pacific Fund.They explore key themes shaping the region, and Alena shares what she believes to be the most compelling investment opportunities as we head into 2024.For more information on any of the topics featured in this episode email whyinvest@waverton.co.uk or visit www.waverton.co.uk. This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised an...
2023-12-1329 minWhy Invest?An Interview with Jonathan Maxwell: Exploring energy efficiencyJoin Luke Hyde-Smith, new host and Co-Head of Multi-Asset Strategies at Waverton, in an enlightening conversation with Jonathan Maxwell, the visionary founder of Sustainable Development Capital. In this episode, they delve into the critical role of energy efficiency in realizing our net zero ambitions.Jonathan shares knowledge from his book, "The Edge" that is packed with fascinating facts and actionable solutions to today's energy challenges. They discuss how Jonathan's firm is actively implementing these strategies and explore the key theme “if it's not commercial, it's not sustainable.” For more information on any of the...
2023-11-2947 minWhy Invest?Season 2: Episode 1 – The HandoverAfter three successful years hosting Why Invest? Douglas Barnett hands over the reigns to our four new hosts: Alexandra Buchan-Heelas, James Carter, Luke Hyde-Smith, and Tom Saville. In this episode Doug introduces each host and we discover their plans for Series 2.This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage wh...
2023-11-1518 minWhy Invest?Sheena Sumner: Founder of Wonderluxe TravelIn this episode we are joined by Sheena Sumner, an incredibly resilient entrepreneur who is the founder of Wonderluxe Travel, an end to end bespoke luxury travel company. Establishing Wonderluxe in 2019 was a significant challenge for Sheena as it coincided with the COVID pandemic which struck in early 2020, making it an especially daunting time to launch a travel business.Sheena knew early on that she wanted to pursue a career in the leisure and tourism industry, so upon leaving school, she acquired a job in a high street travel agency. She soon left and ended up...
2023-08-0224 minWhy Invest?James Kilpatrick: Chair of GravitilabIn this episode we are joined by serial entrepreneur James Kilpatrick, Chair of Gravitilab. Founded in 2018, Gravitilab is a fascinating business that offers space as a service. Their mission statement is to democratise access to Microgravity and space environments. In addressing this challenge Gravitilab aim to make Space more sustainable by significantly reducing vehicle emissions and by helping to prevent the build up of orbital junk that threatens the future of Space services. We discuss James’ background, what drew him to zero gravity environments, the activities and industries they focus on, and what the future holds fo...
2023-07-1923 min
Why Invest?Ross MacLeod and Paris Jordan: Responsible Stewardship and SustainabilityFrom 30 June – 2 July Waverton will be exhibiting at The Game & Wildlife Conservation Trust (GWCT) Scottish Game Fair. This is a celebration of the countryside, conservation and the great outdoors and we are thrilled to have Ross Macleod, Head of Policy in Scotland at GWCT and Paris Jordan, Senior Multi-Asset Analyst at Waverton, join us to talk about responsible stewardship and sustainability. Ross explains GWCT operations, conservation and the promotion of biodiversity and we discuss how to value, measure and manage natural capital. For further information please visit www.waverton.co.uk or www.scottishfair.com or...
2023-06-2821 minWhy Invest?Lady Louise Vaughan: Chair of the Women of the Year LunchIn this episode we are joined by Lady Louise Vaughan, Chair of the Women of the Year Lunch. In 1955 Lady Lothian founded the Women of the Year Lunch. Her aim was to host a lunch where women could be recognised and celebrated for their achievements, but also network with and learn from each other. Nearly 70 years on, the annual lunch is still going strong under the management of our guest this week, Lady Louise Vaughan, current Chair of the lunch and granddaughter of Lady Lothian. We discuss Louise’s background and career and what her vision is...
2023-06-0719 minWhy Invest?Anthony Kingsley: Founding Partner of Findlay Park PartnersIn this episode we are joined by Anthony Kingsley, Chief Investment Officer and one of the founding members of Findlay Park Partners, an independent investment partnership based in London.We discuss his career, what drew him to the world of investments and the philosophy and rigorous investment process they implemented at Findlay Park Partners. Anthony describes the kind of stocks he likes and he shares what he believes the future holds for the US, including the potential American advantage in a de-globalised world. For further information please visit www.waverton.co.uk
2023-05-2422 minWhy Invest?Cyril Lutterodt: Founder of Black SeedIn this episode we are joined by Cyril Lutterodt, founder and managing partner of the Brixton based seed fund management company, community and coworking space, Black Seed. We discuss how Cyril started his career, his time in the US, the purpose of Black Seed and what the future holds with his global ambitions. Cyril introduces Doug to the Venture Capital accessibility gap, where black founders are over mentored and underfunded. For further information please visit www.waverton.co.uk LinkedIn: Doug Barnett – https://www.linke...
2023-05-1024 minWhy Invest?Anne McElvoy: Journalist, Author and PodcasterIn this episode we are joined by Anne McElvoy who has had a fascinating career as a journalist, author and most recently Head of Podcasting at POLITICO Europe. We discuss the interplay between politics and journalism, and Anne tells us how she spent the formative years of her career trying to get in to East Germany at a time when most were trying to escape.We discuss what drew Anne to the world of journalism, her early days at The Times and the digital disruption to the industry. For further information please v...
2023-04-1939 minWhy Invest?Will Butler-Adams: CEO of Brompton BicycleIn this episode we are joined by Will Butler-Adams, Chief Executive Officer of Brompton Bicycle. The story behind the business is an interesting one which dates back 50 years to when Andrew Ritchie was in his flat overlooking the Brompton oratory. He believed there was a better way to move around the city. Wind forward to today, the business is unrecognisable and run from their enormous factory in Greenford.We discuss his engineering background, founding the company and his vision and goals for Brompton Bicycle. For further information please visit www.waverton.co.u...
2023-04-0528 minWhy Invest?Tanya Tracey: CEO at GAINIn this episode we are joined by Tanya Tracey, Chief Executive Officer at the charity GAIN - Girls Are Investors. GAIN’s main purpose is to inspire young women to pursue a career in investing. We discuss Tanya’s early career in finance and go into more detail on the purpose of GAIN and the work that they do.For further information please visit www.waverton.co.uk LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Tanya Tracey – https://www.linkedin.com/in/tanyatracey This p...
2023-03-2220 minWhy Invest?James Alexander, MBE: Making finance work for natureIn this episode we are joined by innovator and serial entrepreneur, James Alexander, MBE. A titan in the biodiversity world, James is the Chair of Finance Earth, Suffolk Wildlife Trust and Agricarbon UK. We discuss these roles and the challenges he and his teams are trying to overcome, as well as his previous life as the Co-Founder of Zopa, a peer-to-peer lending platform. James explains how we can use market-based mechanisms and financial tools to protect and restore nature.For further information please visit www.waverton.co.ukLinkedIn:Doug Barnett – https://ww...
2023-02-2226 minWhy Invest?Roland Horne: Founder & CEO WatchHouseIn this episode we are joined by serial entrepreneur, Roland Horne. Roland is the Founder of WatchHouse, a specialty coffee business. We discuss Roland’s early career, setting up a business selling world-class aquariums to high-profile clients, then we find out what drew him to the competitive world of specialty coffee and his international expansion plans. For further information please visit www.waverton.co.uk or https://watchhouse.com LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Roland Horne – https://www.linkedin.com/in/roland-horne-3684543a/
2023-02-0827 minWhy Invest?Kevin Uphill: Founder of AvondaleIn this episode we are joined by Kevin Uphill. Kevin is the Founder of Avondale, a company that helps their clients with business sales. We discuss structuring a business for sale, deal negotiations, growth capital and the benefits of Employee Benefit Trusts. For further information please visit www.waverton.co.uk or www.avondale.co.ukLinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Kevin Uphill – https://www.linkedin.com/in/kevin-uphill/ This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, Lo...
2023-01-2733 minWhy Invest?Harry Cole: Political Editor of The SunIn our first episode of 2023 Doug is joined by Harry Cole, Political Editor of The Sun and one of the journalists closest to our previous Prime Minister Liz Truss. Harry has the most extraordinary insight and access to Liz and has co-authored the biography: Out of the Blue: The inside story of the unexpected rise and rapid fall of Liz Truss. Doug and Harry discuss the chaos in the Conservative party- Johnson’s downfall, Truss’s ascendancy, and what a Sunak premiership might look like- and importantly what it might mean for investors. Finally Harry address the...
2023-01-1122 minWhy Invest?Doug Barnett and Charlie Jones: A year in reviewIn our final episode of 2022 Doug is once again joined by Waverton Fund Manager, Charlie Jones. Following an incredibly tumultuous year, we take a look back on some key investment themes we have seen amidst raised geo-political risks, higher interest rates, higher inflation, higher commodity prices and supply chain disruption. It has been a big year for the Why Invest? Podcast. We would like to thank all of our guests, listeners and everyone involved, in particular our award winning marketing manager and producer, Laura Hammond, and our brilliant and patient editor Dougie at The Podcast Editor.
2022-12-2128 minWhy Invest?Lara Rodgers and Nadia Simonds: Founders of Lune + WildIn this episode we are joined by Co-Founders of Lune + Wild, Lara Rodgers and Nadia Simonds. Lune + Wild focuses on producing, marketing and distributing healthy food for babies and children. We discuss what drew them to the world of food, what it is like innovating in the baby food category and how they are looking to raise money for expansion.For further information please visit www.waverton.co.uk or https://www.luneandwild.co.ukLinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ This podcast is is...
2022-12-0124 minWhy Invest?Rory Stewart: on a mission to eradicate extreme povertyIn this episode we are joined by former Secretary of State for International Development and co-host of hit podcast ‘The Rest is Politics’, Rory Stewart. Rory is the President of GiveDirectly, a charity that allows donors to send cash directly to people in poverty. We discuss the purpose of the charity, the research that underpins the program and the reality of life for 700m people that live on less that $2 per day, globally.For further information please visit www.waverton.co.uk or www.givedirectly.orgLinkedIn:Doug Barnett – https://www.linked...
2022-11-1621 minWhy Invest?Erik Britton: Managing Director and CEO at Fathom ConsultingIn this episode we are joined by Erik Britton, Managing Director and CEO at Fathom Consulting. Erik is responsible for the company's strategy, guiding its macroeconomic research and leading projects in macro, finance and political analysis. In this episode Erik identifies the macroeconomic problems facing the world at the moment and offers his solutions. We discuss what life was like at The Bank of England in the 1990’s, the danger of merging fiscal and monetary policies and the disinflationary effects of China.For further information please visit www.waverton.co.uk or www.fathom-consulting.com ...
2022-11-0253 minWhy Invest?Clare Balding: Broadcaster, Journalist and AuthorIn this episode we are joined by broadcasting legend, journalist and author, Clare Balding. Clare shares stories from her career; how she started, obstacles she has faced and how she has turned her passions into a profession. We discuss women’s sport, how attitudes have changed and the blurred line between the worlds of sport and business. Finally, Clare shares her invaluable advice to pursue a career you love.For further information please visit www.waverton.co.uk LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ This...
2022-10-2131 minWhy Invest?Richard Oldfield: Founder of Oldfield PartnersIn this episode we are joined by value investing rockstar, Richard Oldfield. Richard started his career in the seventies at Warburg Investment Management, later to become Mercury Asset Management, and after a stint at a family office founded Oldfield Partners. We discuss why he was first drawn to investment management, the history of value investing and the future of active management. We talk about his book, Simple But Not Easy and he shares advice for those who are looking to pursue a career in investment management.For further information please visit www.waverton.co.uk...
2022-10-0534 minWhy Invest?Jamie Gourlay: Founder of VerseIn this episode we are joined by serial entrepreneur Jamie Gourlay. Jamie has spent most of his career in the art world and more recently has been focussed on the NFT market. He is the founder of Verse, a platform built for those buying and selling NFTs. We discuss what led him down this path, what the future holds for his business and the part NFTs could play in the art world moving forwards… For further information please visit www.waverton.co.uk or verse.works LinkedIn:Doug Barnett – https://www.linke...
2022-09-2324 minWhy Invest?Ed Hancock: Founder of cheesegeekIn this episode we are joined by Ed Hancock, the founder of cheesegeek, a subscription and gifting service for cheese lovers. In 2017, after a successful career in Fund Management, Ed followed his passion and applied his quant skills to bring cheese to fellow enthusiasts. We discuss the business proposition, operational integrity and why he is so obsessed with cheese… For further information please visit www.waverton.co.uk or www.thecheesegeek.com LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Ed Hancock – https://www.linkedin.com/in/edward-ha...
2022-09-0733 minWhy Invest?Nidhi and Sahil Verma: Founders of The CookawayIn this episode we are joined by Nidhi and Sahil Verma, founders of recipe box brand The Cookaway. Born from their love of cooking from scratch, The Cookaway offers a subscription-free opportunity for foodies to create authentic, global dishes at home. We discuss how they built the brand, the technology behind order fulfilment, raising capital and their strategy of quality growth over commoditization. For further information please visit www.waverton.co.uk or www.thecookaway.com LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Nidhi Verma – https://w...
2022-07-2732 minWhy Invest?Nidhi and Sahil Verma: Founders of The CookawayIn this episode we are joined by Nidhi and Sahil Verma, founders of recipe box brand The Cookaway. Born from their love of cooking from scratch, The Cookaway offers a subscription-free opportunity for foodies to create authentic, global dishes at home. We discuss how they built the brand, the technology behind order fulfilment, raising capital and their strategy of quality growth over commoditization. For further information please visit www.waverton.co.uk or www.thecookaway.com LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Nidhi Verma – https://w...
2022-07-2734 minWhy Invest?Dr Mary Wellesley: Writer and HistorianIn this episode we are joined by writer and historian Dr Mary Wellesley. Mary is a medieval manuscripts scholar and teaches courses on medieval language and literature as part of the British Library’s adult learning programme. We discuss why she was attracted to this field, how we attribute value to manuscripts and Mary shares some of the stories she’s uncovered through her research. For further information please visit www.waverton.co.uk or www.marywellesley.com LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ This pod...
2022-07-1327 minWhy Invest?Stuart Pearson Wright: English Portrait ArtistIn this episode we are delighted to be joined by English artist and judge of the Waverton Art Prize 2022, Stuart Pearson Wright. We discuss how Stuart’s early life and time at The Slade School of Fine Art influenced both his work and work ethic and we try to establish the difference between creative and commercial value.The Waverton Art Prize was launched to support emerging artists and to showcase the very best in contemporary art. Shortlisted work will form an exhibition at Alice’s Oyster Bar and Gallery in London and can be purchased online. To v...
2022-06-2935 min
Why Invest?Fred Lloyd George: Co-Founder of Hamilton George CareIn this episode we are joined by Fred Lloyd George, co-founder of Hamilton George Care, a health business that focuses on live-in care across the UK. We discuss how and why he got into the care industry, what problem he is trying to solve and what the future holds for a company like his.For further information please visit www.waverton.co.uk or www.hamiltongeorgecare.comLinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Fred Lloyd George – https://www.linkedin.com/in/fred-l-52545b11a/...
2022-06-2027 minWhy Invest?Thomas Olivier and Ben Thomson: Founders of OmnosIn this episode we are joined by Thomas Olivier and Ben Thomson, the co-founders on a mission to democratise the healthcare system. Their platform, Omnos aims to shift the focus of health and wellness from treating symptoms, to a more efficient holistic prevention model. We discuss the complicated problem they are trying to solve, what it takes to build a business like Omnos and their ambitious plans for the future. For further information please visit www.waverton.co.uk or www.omnos.me LinkedIn:Doug Barnett – https://www.linkedin.com...
2022-06-0135 minWhy Invest?Thomasina Miers: Co-Founder of WahacaIn this episode we are joined by pillar of the UK food scene, Thomasina Miers. MasterChef winner and graduate from Ballymaloe cookery school, Thomasina co-founded restaurant group Wahaca after falling in love with the flavours of Mexico after her travels there. In this episode we discuss sustainability in the kitchen, biodiverse ingredients and what it takes to build a successful restaurant. For further information please visit www.waverton.co.uk or www.thomasinamiers.com LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ This podcast is issued by Wa...
2022-05-1840 minWhy Invest?Christopher Garsten: Active management in European equity marketsIn this episode we are joined by Christopher Garsten, manager of the Waverton European Capital Growth Fund. We explore capital cycle investing and Chris identifies where he sees the opportunities in Europe today. We discuss how he got into fund management and key advice for those looking to pursue a career in this field.For further information please visit www.waverton.co.uk LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Christopher Garsten – https://www.linkedin.com/in/christopher-garsten-155762222/ This podcast is issued by Wave...
2022-05-0530 minWhy Invest?Freddie Fforde: Founder of PatchEpisode 60 – Freddie Fforde: In this episode we are joined by Freddie Fforde, the Founder of Patch, a flexible work near home concept with grand ambitions for expansion. We discuss Freddie’s career including his time at Entrepreneur First, his vision for shared work and life spaces and the challenges of growing a company like his.For further information please visit www.waverton.co.uk or www.patch.work LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Freddie Fforde – https://www.linkedin.com/in/freddiefforde/
2022-03-3134 minWhy Invest?Gregor Angus: Co-Founder and CEO of True Royalty TVIn this episode Doug Barnett is joined by Gregor Angus, Co-Founder and CEO of True Royalty TV, an on-demand, subscription channel that focuses entirely on royal families. We discuss everything from the business model and how Gregor got into content creation, to raising capital and how he is using technology to disrupt archaic content distribution systems.For further information please visit www.waverton.co.uk or trueroyalty.tv LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Gregor Angus – https://www.linkedin.com/in/gregor-angus-ltd/ This...
2022-03-1635 minWhy Invest?The evolving world of journalism with Sarah SandsIn this episode Doug Barnett is joined by journalist and author Sarah Sands, former editor of The Sunday Telegraph, the London Evening Standard and Today on BBC Radio 4. We explore how social media is the 21st century equivalent of 18th century coffee houses and whether “who pays matters” in the world of journalism. Sarah also shares some brilliant insights into the long days on Today and what it was like on Fleet Street during the 90s… For further information please visit www.waverton.co.uk. LinkedIn:Doug Barnett – https://www.linkedin.c...
2022-03-0230 minWhy Invest?Chris Keenan and James Parsons: Founders of UnibeezIn this episode we are joined by Chris Keenan and James Parsons, Founders of Unibeez, a platform designed to connect employers with talent from universities on a project-by-project basis. We discuss managing growth, building teams and raising capital. We question what it takes to create a coherent marketing message.For further information please visit www.waverton.co.uk or www.unibeez.com LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Chris Keenan – https://www.linkedin.com/in/keenanchris/James Parsons – https://www.linkedin.com/in/jwpars...
2022-02-1630 minWhy Invest?Maurits Pot: Active ETF Investing in Emerging and Frontier Growth MarketsIn this episode we are joined by Maurits Pot, the Founder of Dawn Global and manager of CUBS ETF which is focused on five historically difficult-to-access equity markets in Asia: Bangladesh, Indonesia, Pakistan, Philippines, and Vietnam. These markets transcend the emerging and frontier market space and he sets out his case as to why he believes they are some of the fastest growing economies in the world. We discuss his background, the value proposition of CUBS and the potential for actively managed ETFs.For further information please visit www.waverton.co.uk or dawnglobal.com
2022-02-0232 minWhy Invest?Allocating to Private Markets with Luke Hyde-Smith and Lorenzo MarchioniIn this episode we are joined by Waverton’s Luke Hyde-Smith, Co-Head of Multi Asset Strategies and Lorenzo Marchioni, Head of Private Markets who set out the case of allocating to Private Markets. We begin by identifying the problem we are trying to solve by investing in the non-listed space and outline the historical context. We discuss investment opportunities below the radar, the illiquidity premium, valuations and barriers to entry for institutional capital.For further information please visit www.waverton.co.uk.LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ ...
2022-01-1931 minWhy Invest?Vashi Dominguez - Founder, Chairman and CEO of VashiDoug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Vashi Dominguez – https://www.linkedin.com/in/vashi-dominguez-6717731b/In this episode we are joined by Vashi Dominguez, the Founder of Vashi, an ultra-bespoke jewellery brand. The business is growing at an impressive rate and after a recent funding round, will be expanding to the US. We discuss Vashi’s background, why he started the business and what it takes to be an entrepreneur.For further information please visit www.waverton.co.uk or www.vashi.com. This podcast is issued...
2022-01-0530 minWhy Invest?Sukh Chamdal: Co-Founder of Cake BoxIn this episode we are joined by entrepreneur Sukh Chamdal, the Co-Founder of egg-free cake company Cake Box. After 13 years of extraordinary growth, it is now an AIM listed, £80m market cap enterprise with over 180 shops in the UK. We discuss what it takes to run a franchise business, key attributes Sukh looks for in employees and how he’s built such a recognisable brand.For further information please visit www.waverton.co.uk or www.eggfreecake.co.ukLinkedInDoug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Sukh Ch...
2021-12-2220 minWhy Invest?BONUS EPISODE: A year in review with Rory SutherlandIn this bonus Christmas episode we are joined by special guest Rory Sutherland. He is the vice chairman of Ogilvy UK, columnist for The Spectator and author of Alchemy: The Surprising Power Of Ideas That Don't Make Sense. Using his expertise in behavioural science, we reflect on 2021 and shine a light on trends that have emerged in the world of investment and beyond. We discuss the work from home dilemma, what Karl Marx would have said about Uber, shareholder vs stakeholder capitalism and why Mary Berry has a lot to answer for… For further information please vi...
2021-12-1052 minWhy Invest?Symon Stickney: Founder and CEO of CollidrSymon Stickney is the Founder and Group CEO of Collidr, a multipurpose platform that aims to enhance investment decisions by addressing human biases. We discuss Symon’s career to date and why he believes this technology, most commonly used by big institutions and hedge funds, can also work for retail clients.For further information please visit www.waverton.co.uk or https://collidr.comLinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Symon Stickney – https://www.linkedin.com/in/symon-stickney-236a7110/This podcast is issued b...
2021-11-3032 minWhy Invest?Will Greenwood and Ben Fennell: How to Lead, Learn and Grow like a ChampionWill Greenwood, best known for being part of the 2003 Rugby World Cup-winning team, and Ben Fennell, former CEO of creative agency BBH have written a book examining what gives the world’s best leaders the edge. In this episode, we discuss why they wrote the book, published in 2021, as well as the dynamics of leadership, how to give good feedback, and why it is important to adopt a growth mindset.Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Will Greenwood - https://www.themarque.com/profile/will-greenwood Ben Fennell - https://www.li...
2021-11-1739 minWhy Invest?Celia Pool: Co-Founder of DAMECelia Pool is the Co-Founder of DAME, a period product start up that produces sustainable tampons and reusable pads and applicators. In this episode we discuss how and why she started the business and what it takes to be a B Corp. We examine the challenges the industry faces and her mission to change things.For further information please visit www.waverton.co.uk and www.wearedame.co LinkedInDoug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Celia Pool – https://www.linkedin.com/in/celia-pool-aa05bb99/This...
2021-11-0325 minWhy Invest?Nick Browne and Ed Clayton: Co-Founders of DevyceNick Browne and Ed Clayton are the Co-Founders of Devyce, an app-based platform that lets you get a business phone number (mobile or landline) that can be used globally, without a second phone or SIM card. We discuss why they started the company, the problem they set out to solve and trials and tribulations associated with raising capital. For further information please visit www.waverton.co.uk and www.devyce.com LinkedInDoug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Nicholas Browne – https://www.linkedin.com/in/nicholas-browne-a8a8291...
2021-10-2227 minWhy Invest?Dominic Scriven OBE: Sustainable Investing in Frontier Markets Part 2This is the second instalment of a two-part episode with Dominic Scriven OBE. We continue our conversation on environmental, social and governance factors (ESG) and discuss stakeholder versus shareholder capitalism. For further information please visit www.waverton.co.uk and www.dragoncapital.com. LinkedInDoug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. The information provided in this po...
2021-10-0627 minWhy Invest?Dominic Scriven OBE: Sustainable Investing in Frontier Markets Part 1Dominic Scriven OBE is the Founder and Chairman of Dragon Capital, an investment manager based in Vietnam. In this episode we delve into the interpretation of environmental, social and governance factors (ESG) and how they feed into the investment process. We discuss whether they are implicit, or explicit, central or ‘add-ons’ and we consider where ESG stops and impact investing starts. For further information please visit www.waverton.co.uk and www.dragoncapital.com. LinkedInDoug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ This podcast is issued by...
2021-10-0619 minWhy Invest?Oliver Shurville: Founder of TentboxOliver Shurville is the Founder of Tentbox, a revolutionary roof tent company that allows you to turn a car of any size into a mini campervan. In this episode we discuss how and why he founded the company, business operations, developing the brand and his grand plans for expansion should he secure financing. For further information please visit www.waverton.co.uk or www.tentbox.com. LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Oliver Shurville – https://www.linkedin.com/in/oliver-shurville-768a4570/This podcast...
2021-09-2319 minWhy Invest?Kam Dehdashti: Co-Founder of The Little Door & Co. Kam Dehdashti is the Co-Founder of The Little Door & Co, a bar and restaurant group with all venues styled around a fictional flat share. In this episode we discuss his career and what led him to launch The Little Door concept. We cover his fundraising journey, building the brand’s identity and the challenges he has faced during lockdown.For further information please visit www.waverton.co.uk or www.thelittledoorandco.com. LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Kam Dehdashti – https://www.linkedin.com/in/kamran-de...
2021-09-0932 minWhy Invest?Alice Wang: Why invest in China?Alice Wang is the manager of the Quaero Capital Bamboo and China funds. In this episode we discuss Alice’s investment philosophy and how she thinks about investment themes and valuation in the country, outlining the common misconceptions about investing in China. Alice draws a distinction between product value and user value for some of the major technology platforms and outlines the opportunity cost of holding stocks outside of China.For further information please visit www.waverton.co.uk or www.quaerocapital.com. LinkedIn:Doug Barnett – https://www.linkedin.com/in/dougla...
2021-08-2543 minWhy Invest?Simon Rogerson: Founder of Octopus GroupSimon Rogerson is an entrepreneurial heavyweight who launched his first business, Octopus Investments when he was just 24 years old. Since then he has expanded the Octopus offering to real estate, venture capital, green energy, wealth management and money coaching. We discuss how he started his career, the purpose and values of his businesses and how they reached B Corp status. For further information please visit www.waverton.co.uk or www.octopusgroup.com LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Simon Rogerson - https://www.linkedin.com/i...
2021-08-1138 minWhy Invest?Sophie Breitmeyer: The Modern-day Family JewellerSophie Breitmeyer is the founder of an independent family jeweller based in Notting Hill bearing her own name, Sophie Breitmeyer. In this episode, we discuss how Sophie discovered her passion for jewellery design, how she sources materials and what makes her proposition different to her competitors. We also explore the ways in which Sophie works with her clients to make bespoke jewellery at pivotal moments in their lives and how she adapted during the pandemic, moving her business online.For further information please visit www.waverton.co.uk or www.sophiebreitmeyer.comLinkedIn:
2021-07-2826 minWhy Invest?Charlotte Yonge: Fund Manager and Founder of GAINCharlotte Yonge is the Fund Manager of the Trojan Ethical Fund and Founder of GAIN ‘Girls Are Investors’, a charity set up to promote and inspire girls to pursue a career in investment. In this episode we cover a wide range of topics, from ethical investing and building a strong investment team to how GAIN has provided women with a network of peers in the industry and its mission to inspire the next generation of female investors. For further information on any of the topics discussed in the episode please head to our website at www.wave...
2021-07-1439 minWhy Invest?Lisa Conway-Hughes: Founder of Miss LollyLisa Conway-Hughes is a chartered independent financial adviser dedicated to financial education and in particular, helping women to become money savvy. She is the founder of misslolly.com and co-host of the Ladies Finance Club podcast. In this episode we discuss Lisa’s career and touch on topics such as the gender pay gap, life after Covid and how to make managing money more simple.For further information on any of the topics discussed in the episode please head to our website at www.waverton.co.uk or www.misslolly.comLinkedIn:...
2021-06-3027 minWhy Invest?James Mee: Why multi-asset?James Mee is a Fund Manager and Asset Allocation Committee member at Waverton. In this episode, he joins Doug to discuss the benefits of multi-asset investing, his views on geopolitics as well as his current fund positioning. They also discuss the battle between structural and cyclical forces in the the recent pick-up of inflation. LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ James Mee – https://www.linkedin.com/in/james-mee-cfa-74342828/ For further information on any of the topics discussed in the episode please head to our website at www...
2021-06-2329 min
Why Invest?Entrepreneur Special: Olly Thornton-Berry, Co-Founder of ThirdfortOlly Thornton-Berry is the Co-Founder of Thirdfort, an automated ID verification system set to disrupt the manual processes used for property purchases. We discuss his vision, how he got the business off the ground and his plans for future growth. We touch on the businesses that inspire him, how he secured investment and tips for budding entrepreneurs. For further information on any of the topics discussed in the episode please head to our website at www.waverton.co.uk or visit www.thirdfort.com. LinkedIn:Doug Barnett – https://www.linkedin.com/in/d...
2021-06-1640 minWhy Invest?Entrepreneur Special: Peter Roberts, Founder of PureGymPeter Roberts is a serial entrepreneur who famously founded the low-cost gym disruptor, PureGym. In this episode Peter shares his experience of building teams, raising capital and ultimately creating businesses from scratch. We also cover his recent work mentoring entrepreneurs, touching on learning opportunities for new founders and advice for those just starting their journey. For further information on any of the topics discussed in the episode please head to our website at www.waverton.co.uk.LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Peter Roberts – https...
2021-06-0932 minWhy Invest?ICYMI William de Gale: Why invest in global technology?William de Gale is the founder of Blue Box Asset Management and lead manager of the Blue Box Global Technology Fund. In this episode, William defines the opportunity in the global technology sector. We discuss the industry dynamics, disruptive themes and how he approaches picking stocks in the sector. For further information on any of the topics discussed in the episode please head to www.blueboxfunds.com or www.waverton.co.uk This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the F...
2021-06-0227 minWhy Invest?Investment Philosophy with Charlie JonesIn this episode Doug is joined by Charlie Jones, Fund Manager at Waverton to discuss and define what we mean by investment philosophy. They examine a broad range of philosophies employed by investment titans from Benjamin Graham and Warren Buffett to Cathie Wood and Ray Dalio.For further information on any of the topics discussed in the episode please head to our website at www.waverton.co.uk.LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Charlie Jones – https://www.linkedin.com/in/charles-jones-cfa-4a398b82/
2021-05-2640 minWhy Invest?Karim Kaddoura: Co-Founder of VirtuoThis week on the podcast we are joined by Karim Kaddoura, the Co-Founder of Virtuo, a tech-enabled, contactless car rental service. We discuss why Karim created the business, challenges he faced during lockdown and opportunities ahead for the company.For further information on any of the topics discussed in the episode please head to our website at www.waverton.co.uk or visit www.govirtuo.com/ukLinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Karim Kaddoura – https://www.linkedin.com/in/karim-kaddoura-687a82ba/ Thi...
2021-05-1932 minWhy Invest?Hugh Yarrow: Founder of Evenlode InvestmentIn this episode, we are joined by Hugh Yarrow, the Founder of Evenlode Investment, a long-only investment manager based in Oxfordshire. We discuss how Hugh got into the industry, his formative years and why he started Evenlode. We also discuss Hugh’s investment philosophy, approach and areas of the market he is most excited about.For further information on any of the topics discussed in the episode please head to our website at www.waverton.co.uk or visit https://evenlodeinvestment.com/ LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820...
2021-05-1237 minWhy Invest?Tim Whiting: Founder and CEO of Timothy James and PartnersIn this episode, we are joined by Tim Whiting, the founder and CEO of Timothy James and Partners, our independent financial planning partner. We discuss the purpose of financial planning, the value proposition and touch on some of Tim's case studies. For further information on any of the topics discussed in the episode please head to our website at www.waverton.co.uk or visit http://www.tjpltd.co.uk/ Connect on LinkedInDoug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Tim Whiting – https://www.linkedin.com/in/tim-w...
2021-04-2836 minWhy Invest?Barney Mannerings: Founder of Vega ProtocolIn this episode we are joined by Barney Mannerings, the founder of Vega Protocol. Vega is a platform for creating and trading derivatives on a fully a decentralised (DeFi) network. We introduce some of the concepts Barney has been working on and discuss how the platform leverages blockchain technologies. We cover regulation and risk and discuss the future of centralised exchanges. For further information on any of the topics discussed in the episode please head to our website at www.waverton.co.uk or visit https://vega.xyz/ Connect on LinkedIn:...
2021-04-2130 minWhy Invest?George Arbuthnott: Investigative journalism in a post-truth worldIn this episode, we are joined by George Arbuthnott, a multi-award winning investigative journalist and co-author of ‘Failures of State: The Inside Story of Britain’s Battle with Coronavirus’. We discuss how he got into journalism, threats to his industry and holding the government to account throughout the pandemic. Connect on LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ George Arbuthnott - https://www.linkedin.com/in/george-arbuthnott-52407923/ For further information on any of the topics discussed in the episode please head to our website at Waverton.co.uk.
2021-04-1435 minWhy Invest?Tineke Frikkee: Manager of the Waverton UK Equity FundIn this episode, we are joined by Tineke Frikkee, manager of the Waverton UK Equity Fund. We talk about how to play the digitalisation theme in the UK, investment cases for Ocado and Prudential and the recent listing of Deliveroo.Connect on LinkedinDoug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/Tineke Frikkee - https://www.linkedin.com/in/tineke-frikkee-50041262/For further information on any of the topics discussed in the episode please head to our website at Waverton.co.uk.This podcast is issued by Waverton Investment Ma...
2021-04-0738 minWhy Invest?Entrepreneur Special: Rik Campbell, Co-Founder of Kricket restaurantsThe hospitality sector has been hit hard during the pandemic, but with a shift to home deliveries and the employment of cloud kitchens, some restaurants have held on to their most loyal customers. Providing an insight is Rik Campbell, the Co-Founder of Indian-inspired restaurant group Kricket. We talk about their response to lockdown, the expansion of the business from a shipping container in Brixton to a multi-restaurant group and discuss their optimistic plans for the future. For more information about Kricket go to https://kricket.co.uk/ and for more information about Waverton go to https://www.wa...
2021-03-3131 minWhy Invest?William Dinning: Lockdown one year onIn this episode, we speak about 2020 in a historical context and consider who will repay the mountains of debt accrued by governments around the world. We also talk about increased 'retail' participation in stock markets and touch on the rise of Bitcoin.Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ William Dinning - https://www.linkedin.com/in/william-dinning-65827714/ For further information on any of the topics discussed in the episode please head to our website at Waverton.co.uk. This podcast is issued by Waverton Investment Man...
2021-03-2438 minWhy Invest?Business Aviation with Richard Koe, Managing Director of WINGXRichard Koe is the Managing Director at WINGX, a data research and consulting company within the business aviation industry. We discuss how Richard got into aviation, why he founded WINGX and how he pivoted his business to become a data provider for other businesses. We explore the cyclical and secular themes brought about by Covid19 and he reveals how far away we are from booking a private jet via Uber… For more information about WINGX go to https://wingx-advance.com/ and for more information about Waverton go to https://www.waverton.co.uk/ Connect on Link...
2021-03-1725 minWhy Invest?Entrepreneur Special: Jamie Foale CEO and Co-Founder of PlayfinderJamie Foale is the CEO and Co-Founder of Playfinder, an online booking platform for local sports facilities in the UK. Playfinder is a prime example of technology disrupting and transforming long-standing, inefficient processes and in this episode we discuss the obstacles Jamie and his partner have overcome, the challenges in light of Covid-19 and their success in raising multiple rounds of financing. For more information about Playfinder go to https://www.playfinder.com/ and for more information about Waverton go to https://www.waverton.co.uk/ Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ J...
2021-03-1036 minWhy Invest?Keld Van Schreven: Crypto beyond BitcoinKeld van Schreven is the Co-Founder of KR1, a Blockchain Investment Company that supports early stage decentralised and open source Blockchain projects. With past year seeing an extraordinary rise in the price of Bitcoin and the beginning of the institutional acceptance of cryptocurrencies, we discuss what drew Keld to Bitcoin, the technologies that underpin cryptocurrencies as well as his fund and investment process. For more information about KR1 go to www.KR1.io or https://twitter.com/kr1plc and for more information about Waverton go to https://www.waverton.co.uk/ Connect on LinkedIn...
2021-03-0337 minWhy Invest?Intergenerational Wealth Transfer with Nick CawleyNick Cawley is the Regional Head of UK / Ireland and Global Private Clients Service Line Leader at Ocorian, a financial services company. In this episode we discuss intergenerational wealth transfer and in what can be an emotive topic for some, we touch on ways in which to approach the subject, challenges this can cause for clients and different philosophies between the generations.For more information about Ocorian go to https://www.ocorian.com/ or for more information about Waverton go to https://www.waverton.co.uk/ Connect on LinkedInDoug Barnett – https://www.li...
2021-02-2428 minWhy Invest?Paul Ford: Founder and CEO of AcinPaul Ford is the Founder and CEO of Acin, a company that revolutionises the way financial institutions manage non-financial risk and controls. With some of the largest scandals of recent times due to human error and ‘fat fingers’, his award winning SaaS platform enables companies to fully digitise non-financial risks and manage them like a data science. Paul’s insight into this arena is both fascinating and eye-opening, especially as we continue remote and flexible working. For more information about Acin go to https://acin.com/ or for more information about Waverton go to https://www.waverton.co.uk/ ...
2021-02-1723 minWhy Invest?Andy Seaman: Manager of the Stratton Street Renminbi Bond FundAndy Seaman is the Manager of the Stratton Street Renminbi Bond Fund. In this episode we discuss why he started the fund in 2007, where he finds his best ideas and ultimately, what he’s trying to achieve. We also examine how investment opportunities have changed since the fund launched and what the rising influence of China means for the currency and broader Asian investment landscape. For more information about Stratton Street go to https://www.strattonstreet.com or for more information about Waverton go to https://www.waverton.co.uk/ Connect on LinkedIn...
2021-02-1022 minWhy Invest?Entrepreneur Special: Charles Robinson, Founder of GelCardCharles Robinson is the 20 year old founder of GelCard, a company that he started in 2020 when his studies were halted due to Covid-19. The company manufactures premium hand sanitiser cards with bespoke designs for brands and having already collaborated with big names in the hospitality sector, Charles’ product is going from strength to strength. We discuss how he has launched a business during these challenging times, his approach to running the company and his plans for future growth. Connect on LinkedInDoug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Charles Robinson - https...
2021-02-0325 minWhy Invest?Entrepreneur Special: Jamie Dundas, Founder of Monday WorksJamie Dundas is the founder of Monday Works, a company that specialises in the launch and growth of flexible work spaces. He is also a co-founder of The Refinery, a shared workspace for early stage start-ups and freelancers, which opened in 2013. In this episode we discuss the rising popularity of shared workspaces, the challenges of taking on extremely successful competitors and Jamie’s approach to raising investment. Connect on LinkedinDoug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Jamie Dundas - https://www.linkedin.com/in/jamiedundas/ For more in...
2021-01-2735 minWhy Invest?Entrepreneur Special: James Lowther, Founder of The Lacquer CompanyJames Lowther is the founder of The Lacquer Company, a lacquer production company based in Saigon that specialises in bespoke, contemporary designs. In this episode we discuss how James discovered lacquer, how he runs a business that transcends continents and the challenges of raising investment. Connect on LinkedinDoug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ James Lowther - https://www.linkedin.com/in/james-lowther-aa15488/For more information about The Lacquer Company go to https://thelacquercompany.com or for more information about Waverton go to https://www.waverton.co.uk/ T...
2021-01-2024 minWhy Invest?Entrepreneur Special: Alistair Frost, Founder of Pentire DrinksAlistair Frost is the founder of Pentire Drinks, a non-alcoholic spirits company based in Cornwall. In this episode we discuss how he founded the business, the trials and tribulations of raising external capital and the opportunity in the non-alcohol segment. Connect on LinkedinDoug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Alistair Frost - https://www.linkedin.com/in/alistair-frost-69085045/Alistair Frost is the founder of Pentaire Drinks, a non-alcoholic spirits company based in Cornwall. In this episode we discuss how he founded the business, the trials and tribulations of raisi...
2021-01-1324 minWhy Invest?Entrepreneur Special: Charlie Jardine, Founder of EO ChargingCharlie Jardine is the founder and CEO of EO Charging, a company that designs and manufactures charging points for EV cars in the UK. In this episode we discuss how he founded the business in his shed, how he scaled it up and raised his first round of external capital.Connect on LinkedinDoug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Charlie Jardine - https://www.linkedin.com/in/charlie-jardine-0133b245/For more information about EO Charging head to eocharging.com or for more information about Waverton go to Waverton.co...
2021-01-0634 minWhy Invest?Danyal Sattar, CEO of Big Issue Invest: Why impact investing?Danyal Sattar is the CEO of The Big Issue Invest, the social enterprise investment arm of The Big Issue magazine managing and advising on over £250m. We discuss the purpose of the group, how it was founded and where the balance between raising capital and allocating capital lies. We also discuss what it means to be an impact investor and the work the group has done in 2020 despite the challenging circumstances. For more information on any of the topics covered in this episode, please go to Support The Big Issue and our Vendors this Christmas or for mor...
2020-12-1648 minWhy Invest?Rory Penn, Head of Knight Frank Private Office: Prime Residential and Commercial Capital MarketsRory Penn is Partner and Head of Knight Frank’s Private Office here in London. His expertise span both the commercial and residential side of property. He has had front rows seats in what has been a pretty tumultuous year in property. He has interesting views on the city vs country property trade, ESG in property investment and we discuss what his clients are worried about.For more information on any of the topics covered in this episode, please go to The Wealth Report 2020 - Knight Frank or for more information about Waverton go to Waverton.co.uk
2020-12-0933 minWhy Invest?Stephen Yiu: Founder and Manager of the Blue Whale Growth FundStephen Yiu is the founder of Blue Whale Capital and the lead manager of the Blue Whale Growth Fund. Stephen started his career as a fund manager at Hargreaves Lansdowne he then held positions at New Star, Artemis and Nevsky Capital and then in 2016, with the backing of his old employer Peter Hargreaves, launched the Blue Whale Growth Fund which is a long-only and concentrated global equity fund.For more information on any of the topics covered in this episode, please go to bluewhale.co.uk or for more information about Waverton go to Waverton.co.uk
2020-12-0236 minWhy Invest?Max Ward: Why invest in deep tech?Max Ward is the Co-Founder of Luminous Ventures, a venture capital fund management firm based in London. It invests in early stage, deep tech and deep science. Max gives a superb definition of both of those terms and we talk about AI, healthcare and life sciences.For more information on any of the topics covered in this episode, please go to Max’s website at luminous.vc or for more information about Waverton go to Waverton.co.ukConnect on LinkedinDoug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/Max...
2020-11-1841 minWhy Invest?Isobel Fraser: Why do charities invest?This week Isobel Fraser joins me to discuss why charities invest. We discuss how Charity clients differ from traditional private clients, the difficulties charities are facing at the moment as events are cancelled and their income deteriorates. Finally, we cover how ESG and ethical investing applies to Charity portfolios.For more information on any topics covered in this episode, get in touch with Isobel herself using the link above or the team at Waverton.co.uk.Connect on LinkedinDoug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Isobel Fra...
2020-11-1126 min
Why Invest?Tyler Goodwin: Why invest in creative core real estate?Tyler Goodwin is the Founder and CEO of Seaforth Land, a commercial real estate specialist in London. In this episode, we discuss Tyler’s background and his formative years in the Asian Financial Crisis. Tyler set’s out the case for “Creative Core Real Estate” and we have some tips for young graduates and associates trying to get into the sector.Connect on LinkedinDoug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Tyler Goodwin - https://www.linkedin.com/in/tyler-goodwin-175a8019/?originalSubdomain=ukFor more information on any of t...
2020-11-0439 minWhy Invest?James Carter: Why invest in bonds?James Carter is a Credit Analyst in the Fixed Income team at Waverton. In this episode we discuss why we invest in bonds, the history of fixed income and where James is finding his most exciting ideas. We also explore James’ thoughts on the active vs. passive debate.Connect on LinkedinDoug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/James Carter - https://www.linkedin.com/in/jamescarter1994/For more information on any of the topics covered in this episode, please go to our website at Waverton.co.uk.Th...
2020-10-2834 minWhy Invest?Rick Stockley: Why is blockchain making my life easier?In this episode we speak to Rick Stockley, Head of Blockchain at IBM UK. He is also the product lead on a platform called TradeLens. We introduce TradeLens, a platform developed by IBM that uses blockchain technology to harness data from port operators to service the logistics sector. We also discuss other current and potential uses for blockchain technology.Connect on LinkedinDoug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/Rick Stockley - https://www.linkedin.com/in/richardstockley/?originalSubdomain=uk For more information about TradeLens follow the link: https://www...
2020-10-2131 minWhy Invest?Ida Weatherall: Why invest in wine?Ida Weatherall is a Fine Wine Sales Executive at Corney & Barrow in London. In this episode of the podcast we discuss Ida’s experience, how she got into wine and the barriers to entry. We cover the requirements to become a Master of Wine, the potential wine investment opportunities and what drives the market.Connect on LinkedinDoug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/Ida Weatherall - https://www.linkedin.com/in/ida-weatherall/ For further information on any of the topics discussed in the episode please head to www.corne...
2020-10-1428 minWhy Invest?William Dinning: Are we experiencing a new stagflation? Part 2William Dinning is the CIO and chair of the Asset Allocation Committee at Waverton. This is the second of a two-part episode where we discuss the causes of inflation, the damaging effects it can have on the general population and how policy makers can respond. For further information on any of the topics discussed in the episode please head to our website at Waverton.co.uk. Connect on LinkedinDoug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/William Dinning - https://www.linkedin.com/in/william-dinning-65827714/This podcast is is...
2020-10-0721 minWhy Invest?William Dinning: Are we experiencing a new stagflation? Part 1William Dinning is the CIO and chair of the Asset Allocation Committee at Waverton. This is the first of a two-part episode where we discuss the causes of inflation, the damaging effects it can have on the general population and how policy makers can respond. For further information on any of the topics discussed in the episode please head to our website at Waverton.co.uk. Connect on LinkedinDoug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/William Dinning - https://www.linkedin.com/in/william-dinning-65827714/This podcast is is...
2020-09-3021 minWhy Invest?Luke Hyde-Smith: Why invest in real assets?Luke Hyde-Smith is co-manager of the Waverton Real Assets Fund and Head of Third-party Fund Selection at Waverton.In this episode Luke defines the opportunities in real assets: Property, infrastructure, asset finance, commodity and specialist lending. He outlines how the sector has evolved, where he’s finding his best ideas and what the future holds for Real Assets.For further information on any of the topics discussed in the episode please head to waverton.co.uk.Connect on LinkedinDoug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/Luke Hyde...
2020-09-2327 minWhy Invest?William de Gale: Why invest in global technology?William de Gale is the founder of Blue Box Asset Management and lead manager of the Blue Box Global Technology Fund.In this episode, William defines the opportunity in the global technology sector. We discuss the industry dynamics, disruptive themes and how he approaches picking stocks in the sector.For further information on any of the topics discussed in the episode please head to www.blueboxfunds.com or www.waverton.co.ukConnect on LinkedinWilliam de Gale - https://www.linkedin.com/in/william-de-gale-fca-cfa-a2692258/Doug Barnett – https://www.li...
2020-09-2327 minWhy Invest?Jennifer Fisher: Why invest in equities?Jen Fisher is Head of Equities at Waverton. In this episode we discuss the three key disruptive themes of technology, geopolitics and ESG and cover how they feed into our investment process.This inaugural episode sets the scene for the series and many of the topics covered are revisited in later episodes. For further information, please visit waverton.co.uk.This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. The information provided in this podcast is...
2020-09-2338 min