Rose Masaka, CFA

Portfolio Manager - Team Leader

Rose joined the company in 2018 and heads the Portfolio Management in the US Private Wealth team. Her team manages client portfolios, addresses the unique tax complexities of international and US-connected families, and ensures that asset allocations align with individual investment mandates. Rose collaborates closely with Advisors and the Tax team to achieve the best possible outcomes for clients, with a particular focus on educating the next generation.

Before joining W1M, Rose gained experience at State Street Global Advisors and Ipes, a private equity fund administrator, where she was involved in the intricacies of private equity fund operations.

Rose graduated from Queen Mary University of London with a degree in History and Politics and is a CFA charterholder.

In 2023, Rose was listed in the Spear’s 500 index as a Rising Star and in 2024 as Recommended in the HNW Wealth Managers category.

Rose is actively involved in charitable activities and is a committee member of The Daniel Freedman Foundation.

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