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‘Always hale and hearty, an excellent front man for Waverton, always out and about,’ according to an industry colleague, Christopher Rose joined the St James’s-based firm in 1989 after six years at Lazard. Appointed head of private clients in 2013, he sits on the management committee and is praised internally for his integral role in building the business to what it is today.
‘We get out of bed to ensure that two plus two makes four and a half consistently,’ explains Rose. ‘If you do that then you’re doing a very good job for your clients.’
Primarily an equity-oriented house, Waverton prides itself on investing client portfolios on a truly global basis – an approach which has served clients well over the past 30 years, where for much of the time the UK market has fared less well than elsewhere.
‘Sometimes what you don’t invest in is as important as what you do invest in,’ says Rose.
A good proportion of the firm’s new business comes via recommendations from happy customers. ‘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,’ says Rose.