Mary Haly

Spear’s Review

Mary Haly is an accomplished portfolio manager who has over 25 years of experience in the financial services industry. She 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, and has grown the value of her book to £300 million.

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. '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.’ 

 Haly is a member of the Chartered Institute for Securities & Investment.