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Why Invest?

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Feb 16, 2022 • 31min

Chris Keenan and James Parsons: Founders of Unibeez

In 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/jwparsonsrec/ 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 which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.
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Feb 2, 2022 • 32min

Maurits Pot: Active ETF Investing in Emerging and Frontier Growth Markets

In 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.comLinkedInDoug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/  Maurits Pot – https://www.linkedin.com/in/maurits-pot-4855b320b/ 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 which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.
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Jan 19, 2022 • 31min

Allocating to Private Markets with Luke Hyde-Smith and Lorenzo Marchioni

In 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/   Lorenzo Marchioni – https://www.linkedin.com/in/lorenzo-marchioni-35819330/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 which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.
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Dec 22, 2021 • 21min

Sukh Chamdal: Co-Founder of Cake Box

In 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 Chamdal - https://www.linkedin.com/in/sukh-chamdal-226a751b5This 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 which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.
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Dec 10, 2021 • 53min

BONUS EPISODE: A year in review with Rory Sutherland

In 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 visit www.waverton.co.uk LinkedInDoug Barnett – https://www.linkedin.com/in/douglas-barnett  Rory Sutherland – https://www.linkedin.com/in/rorysutherlandThis 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 which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.
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Nov 30, 2021 • 32min

Symon Stickney: Founder and CEO of Collidr

Symon 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 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 which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.
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Nov 17, 2021 • 40min

Will Greenwood and Ben Fennell: How to Lead, Learn and Grow like a Champion

Will 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.linkedin.com/in/ben-fennell-tgh/?originalSubdomain=uk For further information please 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 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 which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.
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Nov 3, 2021 • 26min

Celia Pool: Co-Founder of DAME

Celia 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 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 which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.
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Oct 22, 2021 • 27min

Nick Browne and Ed Clayton: Co-Founders of Devyce

Nick 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-a8a829147/Ed Clayton – https://www.linkedin.com/in/ed-clayton-1b8b7b27/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 which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.
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Oct 6, 2021 • 27min

Dominic Scriven OBE: Sustainable Investing in Frontier Markets Part 2

This 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 podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.

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