Key Personnel - Rupert Elwes

The investment of our client portfolios and funds is the responsibility of a team of highly experienced investment professionals. The team has on average over 20 years of individual investment experience and many have worked together for a number of years.

We place the same emphasis on management and support functions. Whether involved in the day to day management of the business, or in the direct administration of our clients’ portfolios, high standards of industry experience and practical knowledge are central to our team approach.

Rupert Elwes - Director, Head of Private Clients

Rupert joined the company in 2001 and in 2019 he was appointed as Head of the Private Clients Team and a member of the Management Committee.  Prior to this Rupert was responsible for analysing UK companies, in particular UK mid-capitalised companies.  He also developed and led our International Clients business.  Rupert continues to manage a broad range of both onshore and offshore private client portfolios.  Prior to coming to Waverton, Rupert gained investment experience at INVESCO Asset Management and Ely Fund Managers. Rupert graduated from Exeter University in 1998 with a degree in Geography.  He is a Member of the Chartered Institute for Securities & Investment (CISI) having passed the CISI Diploma.