Key Management Personnel - David Rosier
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.
- David Rosier
- Chairman & Interim Chief Executive Officer
David was appointed Waverton’s chairman in September 2017 and took on the role of interim CEO in June 2019. He has over 40 years‘ experience within the wealth management, charity and investment fund sectors. David held senior roles at S.G Warburg prior to becoming a founding director of Mercury Asset Management Group, which was taken over by Merrill Lynch in 1997. He became chairman of Private Investors at Merrill Lynch Investment Management after which, in 2003, he became a founding partner of wealth management boutique Thurleigh Investment Managers . Prior to joining Waverton, David was a Senior Advisor at Tilney Investment Managers. David is a former Commissioner of the Royal Hospital Chelsea and former chairman of the advisory board for the Armed Forces Common Investment Fund. He is a trustee of the Nuffield Trust for the Forces of the Crown, the Battle of Britain Memorial Trust and the Cavalry and Guards Club. David graduated from the University of Oxford with a law degree, after which he spent 5 years in the British Army (1st The Queen’s Dragoon Guards).