Waverton UK Class B GBP Distribution

Simon Wilson
Located in: London

Simon Wilson joined JOHIM as a Director in 2008 to work alongside Russell Wallis on managing the Waverton UK Fund. Simon joined Citicorp Scrimgeour Vickers in 1984. Having gained two years experience in the private client and international departments he moved on to the traded options desk. He then joined Merrill Lynch where he was a Director of equity linked products and gained 17 years experience in that area. During this time he held a variety of roles including Head of UK equity derivative sales and covered UK institutions trading global futures and options. During his time at Merrill Lynch he also gained experience in portfolio trading, exchange for physicals (EFP's) and the block trading of large lines of single stocks. As a result Simon has spent more than 20 years trading large cap stocks and derivatives.

Russell Wallis
Located in: London

Russell Wallis joined JOHIM as a Director in October 2006 and has been responsible for the Waverton UK Fund since its inception in April 2007. Having graduated in Classics from Oxford in 1981, he started his career in the Private Client department of a merchant bank and in 1985 co-founded a private client investment company, Thornhill Investment Management Limited. As Chief Investment Officer he managed private client portfolios and set up and ran the firm's large cap growth fund Thornhill Capital Trust. Thornhill was sold to Banca Della Svizzerra Italiana in the 1990's. Having repurchased the firm the management ran it independently for a number of years before selling it to a consortium including Old Mutual. In managing large cap equities Russell has made extensive use of derivative overlay strategies of which he has had many years experience.