Mary Haly

Spear's Review

When asked how she grew the assets managed by Waverton's private clients team from £60 million to just shy of £200 million in just three years, Mary Haly emphasises the importance of cultivating existing client relationships.

‘We’re very focused on clients. They are treated individually and they really love that – they get a lot of attention,’ she says. Collectively, the teams at Waverton know ‘100 stocks really well and 30 to 40 incredibly well’, says Haly. ‘I think clients feel that the companies they are investing in are really well researched, and are tomorrow’s companies for investment.’ 

Haly has also spearheaded the firm’s enhanced responsible investment service, which serves ‘clients who want to focus on emphasising helping the environment, health and wellbeing, and positive social practices’.