Our philosophy is quite simple.
It is to align our clients' interests with companies that are capable of generating wealth over long periods of time.

From Walter Scott's office in Charlotte Square, Edinburgh, the firm's unrelenting search for world-leading companies has remained unchanged since the firm was founded. The firm's investment philosophy and process born from Edinburgh's proud history of long-term, fundamental equity analysis, has similarly been deliberately consistent.

Walter Scott's team of investment professionals, with diverse academic credentials and eclectic interests, works collectively to identify world-class businesses. That search is not confined by geography or sector limits; instead it is solely focused on a rigorous search for companies that meet the firm's defined investment criteria and standards.

 

Events

Debate and discourse is integral to Walter Scott's heritage and culture.

Our events are structured as extended research meetings. The ambition is to emulate the investment team's collective efforts in considering the implications and opportunities of long-term shifts in industry as well as society at large.

Please click on the link below to register for our forthcoming conference in October: Walter Scott Investment Conference 2018

To access information about other events, please enter your password below:

 

Governance & Regulatory Disclosures

Walter Scott is committed to upholding the highest governance standards, both at the firm and at the companies in which it invests.

 

ESG Commitment

The below policies and statements outline the firm’s position in relation to proxy voting and the consideration of environmental, social and governance issues.

Proxy Voting Policy2018 Proxy Voting DisclosureESG PolicyModern Slavery Statement

 

 

Stewardship Codes

The aim of both the UK Stewardship Code and Japan’s Stewardship Code is to enhance the quality of engagement between institutional investors and companies to help improve long-term returns to shareholders and the efficient exercise of governance responsibilities.

Please find below links to Walter Scott’s response to both the UK and Japanese Codes.

Response to the UK Stewardship Code Response to Japan's Stewardship Code (English) Response to Japan's Stewardship Code (Japanese)


Shareholder Rights Directive II

 

 

Markets in Financial Instruments Directive II (MiFID II)

In accordance with Article 65(6) of Commission Delegated Regulation (EU) 2017/565, please find below links to Walter Scott’s disclosure on execution for the calendar years 2017 and 2018.

Top Five Brokers - 2017 Top Five Brokers - 2018 Quality of Execution Obtained - 2017 Quality of Execution Obtained - 2018

 

Recruitment

Walter Scott employs talented, ambitious and eclectic individuals to work in all areas of the firm.

We aim to recruit people with a strong affinity for the firm's culture to join teams in Investment, Client Service and Operations. With an opportunistic recruitment approach, Walter Scott continually looks for exceptional staff to enhance the business. Please send a cover letter and a CV to wsplrecruitment@walterscott.com.

Throughout the year, Walter Scott offers a one-month internship programme in the firm’s Investment Research department. For further information on that programme and the application process, please click on the link below.

Investment Research
Internship Programme
 

Contact

Walter Scott is based in the heart of Edinburgh, Scotland.

Walter Scott & Partners Limited, One Charlotte Square, Edinburgh, EH2 4DR, UK
+44 131 225 1357          clientservice@walterscott.com

Registered in Scotland No 93685. Registered address as above.

Authorised and regulated by the Financial Conduct Authority.
FCA Head Office: 12 Endeavour Square, London E20 1JN  www.fca.org.uk

Calls to Walter Scott & Partners Limited may be recorded in line with applicable laws and regulations
and for training and monitoring purposes.

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