Rupert William Elwes
Portfolio Manager-Aktien bei Waverton Investment Management Ltd.
Profil
Mr. Rupert W.
Elwes is a Head of Private Clients at Waverton Investment Management Ltd.
He looks after direct client relationships taking responsibility for portfolio construction through to reporting.
Mr. Elwes was instrumental in establishing the offshore proposition at Waverton and consequently has a particular specialism looking after international clients, including, trusts, offshore bond funds and offshore trust structures with international tax considerations.
He also looks after resident domiciled clients working closely with his families across multiple generations of beneficiaries.
Rupert has experience with complex structures including US reporting requirements.
Mr. Elwes works closely with the in-house financial planning team to assist clients in all aspects of their financial journey and is part of the Management Committee.
Prior to coming to Waverton Investment Management in 2001, he gained investment experience at INVESCO Asset Management and Ely Fund Managers.
Mr. Elwes has a degree in Geography from Exeter University and is a Member of the Chartered Institute for Securities & Investment (CISI) having passed the CISI Diploma.
Aktive Positionen von Rupert William Elwes
Unternehmen | Position | Beginn |
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Waverton Investment Management Ltd.
Waverton Investment Management Ltd. Investment ManagersFinance Waverton Investment Management (Waverton) is the Great Britain-based investment management subsidiary of Waverton Investment Management Group Ltd., ultimately held by Somers Ltd. (BH: SOMS) in Bermuda. The firm was founded by Richard Hambro in 1986 as J.O. Hambro Investment Management Ltd. They changed their name to Waverton Investment Management Ltd. in 2014. Headquartered in London, Waverton provides discretionary investment management services to private clients such as individuals, charities, trusts and collective investment schemes (funds). | Portfolio Manager-Aktien | 01.01.2001 |
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Private Unternehmen | 1 |
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Waverton Investment Management Ltd.
Waverton Investment Management Ltd. Investment ManagersFinance Waverton Investment Management (Waverton) is the Great Britain-based investment management subsidiary of Waverton Investment Management Group Ltd., ultimately held by Somers Ltd. (BH: SOMS) in Bermuda. The firm was founded by Richard Hambro in 1986 as J.O. Hambro Investment Management Ltd. They changed their name to Waverton Investment Management Ltd. in 2014. Headquartered in London, Waverton provides discretionary investment management services to private clients such as individuals, charities, trusts and collective investment schemes (funds). | Finance |