Position

Director

Index

HNW Wealth Managers

Location

London

Advice type

Investment management

Portfolio management

Wealth management

Client Types

Families

HNW

Private clients

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Christopher Rose

Spear’s Review

‘We get out of bed to ensure that two plus two makes four and a half consistently,’ Christopher Rose told Spear’s. ‘If you do that, then you’re doing a very good job for your clients.’

The senior portfolio manager, who joined Waverton in 1989, looks after UK resident portfolios. Within these portfolios, he’s often asked to manage the assets of multiple generations within one family. The firm says that Rose’s ‘particular skill set lies in ensuring an approach which is both cost- and tax-efficient.’

He has been praised for making the business what it is today. One industry peer has called him ‘an excellent front man for Waverton, always out and about’ and someone who is ‘always hale and hearty’.

Rank: Top Recommended

Top Recommended 2024, HNW Wealth Managers

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