Charles Scott Plummer

Our mission is to modernise the investment industry by making it accessible, intelligible and client centric. We deliver digital first solutions to simplify investor communication and redefine how investment managers engage with their clients. This is made possible by our investment communication platform that brings investment firms and their clients together across the entire client journey by delivering accurate data, consistent reporting and a superior client experience from one single platform.  We are changing how investment managers deliver information to their investors and how their investors interact with them and that information in a digital age. Headquartered in London, we have built long term partnerships with investment managers in the UK, Europe and North America.

Our mission is to modernise the investment industry by making it accessible, intelligible and client centric. We deliver digital first solutions to simplify investor communication and redefine how investment managers engage with their clients. This is made possible by our investment communication platform that brings investment firms and their clients together across the entire client journey by delivering accurate data, consistent reporting and a superior client experience from one single platform.  We are changing how investment managers deliver information to their investors and how their investors interact with them and that information in a digital age. Headquartered in London, we have built long term partnerships with investment managers in the UK, Europe and North America.

Waverton is an award-winning investment management house dedicated to creating high-quality investment solutions and providing bespoke, personal service for private clients, charities, financial advisers and institutions. Our focus is on generating attractive real returns for our clients over the long term, using an active, flexible approach through segregated portfolios or specialist funds. We attach huge importance to investing in what we believe to be the best ideas worldwide, be that in stocks, funds, fixed interest or alternative asset classes. All our decisions are based on rigorous in-house analysis and our research team conducts around 1,000 company meetings a year, both in the UK and overseas. Environmental, social and governance (ESG) principles are embedded throughout our investment process and we actively engage with company management, voting on our largest shareholdings to encourage positive change.

CITIC CLSA is a wholly-owned subsidiary of CITIC Securities and its overseas business platform. Established in Hong Kong in 1986, CITIC CLSA is Asia’s leading capital markets and investment group, committed to driving the growth strategies of global institutional investors, corporations, governments and high-net-worth individuals. CITIC CLSA’s award-winning research, extensive Asia network, direct links to China and highly experienced financial professionals set CITIC CLSA apart from global investment banks and regional players. Over three decades, CITIC CLSA has built an extensive Asia network with deep local knowledge and connections. Globally, we operate from 13 countries across Asia, Australia, Europe and the Americas. For further information, please visit clsa.com.