HNW Wealth Managers



Advice type

Investment management

Portfolio management

Client Types


Sector Focus

Financial Services

Wealth Management & Private Banking

Mary Haly

Spear’s Review

Mary Haly is an accomplished portfolio manager who has over 25 years of experience in the financial services industry. 

Haly previously worked for Coutts and joined Waverton Investment Management in 2018. In her current role, she looks after a variety of different clients, including entrepreneurs, divorcées, trusts and charities. 

She told Spear’s that she enjoys both the intellectual challenge of investing in individual companies and dealing with clients that come from all walks of life.

‘2023 was a good year in terms of investment returns, and our clients are very happy,’ she said. ‘They often recommend us to their friends and family, which is why we don’t need to advertise.’ 


Rank: Top Flight

Top Flight 2024, HNW Wealth Managers

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