Waverton Investment Management is delighted to be working alongside DT to provide an independent and rigorous risk assessment of our portfolios. At Waverton we provide multi-asset portfolios across the risk spectrum and for all client requirements, from model to bespoke solutions, and we believe the DT Dynamic Planner provides a valuable tool for advisers in matching a client’s investment needs and risk profile to the right investment proposition. We are committed to fully supporting the adviser investment process and DT’s independent and robust approach is an important element of this commitment.

Mark Barrington, Head of Distribution, Waverton Investment Management