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Christopher Rose Waverton Investment Management
FOCUS Global equities
‘We get out of bed to ensure that two plus two makes four and a half consistently,’ Christopher Rose previously told Spear’s. ‘If you do that, then you are doing a very good job for your clients.’
Rose has stepped down from the management committee of Waverton, which he joined in 1989, as well as from his role as head of private clients. He is still active and client-facing within the firm as a senior adviser in the industry. 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’ who is ‘always hale and hearty’.
Paul Rowling Apogee
FOCUS HNW portfolios
Nick Sanderson Cazenove Capital
FOCUS HNW wealth management
‘It just never stops,’ says Paul Rowling of the inflow of HNWs into Cheshire. Rowling co-founded Apogee Wealth in 2009 with an emphasis on personal service and local understanding. ‘We all worked in the industry for 10-15 years before we set up Apogee, we all lived in the “Golden Triangle”, so we kind of knew people,’ says the former Cullen Financial Planning consultant. The firm develops a rounded
picture of each of its clients, structuring a financial plan which takes into account their individual needs. Key services include planning for retirement, investments, tax and lifetime finances. It also leverages its professional connections to enable clients to receive a range of support services.
We get out of bed to ensure that two plus
two makes four and a half
consistently. If you do that, you are doing a very good
job for your clients Christopher Rose
Waverton Investment Management
Nick Sanderson is one of Cazenove Capital’s portfolio directors working within the business owners team. Sanderson say he’s the go-to man for those seeking capital growth, but with less risk than they might be taking in their own personal ventures. He says: ‘My client base is made up of entrepreneurial clients, who have likely sold one if not multiple businesses. It is, in short, family wealth looking to achieve the usual objectives: capital growth for a sensible level of risk, transparency on costs and a responsive service that allows the client to focus on their other objectives or business interests.’ Despite Covid, he reports that the
market for mergers and acquisitions has been buoyant. As a result, the firm continue to attract new clients.
Simon Scott-White Charles Stanley
FOCUSWealth management
Ben Sears Pacific Asset Management FOCUS Investment strategies
James Sellon MASECO Private Wealth FOCUS American expats
Having significantly restructured the business model of Charles Stanley’s Oxford branch in the past few years, with a greater focus on working more with financial planners and other intermediaries to offer clients a solution, Simon Scott-White’s next challenge is to successfully reach an FUM target of £500 million. Ultimately, Simon Scott-White’s
goal and vision is to create a ‘regional super office’ with managed assets of over £1 billion. In preparation, he is looking forward to expand his team and move into new offices. Scott-White is also chairman of the Oxfordshire branch of the Game and Wildlife Conservation Trust.
Today I spend my time advising
larger families, coupled with
helping drive the strategic direction of the firm
James Sellon MAESCO Private Wealth
‘Pacific Asset Management (PAM) adopts a modern, unbiased approach to investing,’ says its head of UK solutions, Ben Sears. ‘Our unique strategy aligns us with our clients’ long-term interests and ensures we remain independent in our approach.’ With over 15 years’ sector
experience, Sears joined PAM in 2017, not long after the boutique asset management firm launched with backing from Sir John Beckwith. The firm currently blends ‘craft’
active managers with ‘factor’ and passive options for its clients, largely financial advisers, including multi-asset portfolios adjusted to an investor’s goals and risk appetite. Sears says that PAM’s philosophy is inspired by what he calls the ‘family office mindset’.
MASECO’s co-founder and managing partner, James Sellon, is pleased with his firm, 11 years after it opened its doors. A three-year human capital investment programme is starting to bear fruit, and all of its wealth pods are ‘firing on all cylinders’. ‘I believe this is testament to the tailored proposition we deliver to every client,’ says the Spear’s HNW Asset Manager of the Year 2016. The firm consistently posts
‘very high’ net promoter scores, with Sellon noting that the company has consistently evolved to meet the needs of its clientele. ‘Today I spend my time advising
larger families, coupled with helping drive the strategic direction of the firm,’ he says.
HNW WEALTH MANAGERS
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