Top Recommended HNW Wealth Managers
‘We get out of bed to ensure that two plus two makes four and a half consistently,’ explains Waverton director Christopher Rose, who heads up the firm’s experienced and sharp private client unit. ‘If you do that, then you’re doing a very good job for your clients.’
Throughout his time with Waverton, Rose has been involved at all stages with managing a significant number of UK resident portfolios, retaining an ongoing relationship with clients from across the spectrum.
Having been a part of the St James’s-based firm since 1989 after a six-year stint at Lazard, Rose sits on Waverton’s management committee. He is praised by an industry colleague as ‘always hale and hearty, an excellent front man for Waverton, always out and about’.
Waverton is known as a primarily equity-oriented house with a global outlook. It’s an approach that has served its clients well, with the bulk of business for the firm coming from happy customer recommendations.
‘Sometimes what you don’t invest in is as important as what you do invest in,’ says Rose wryly. ‘I believe that the best way an investment management house can use its marketing budget is by doing such a good job for their existing clients and their advisers and taking the trouble to let them know how well their portfolios are faring.’