Rose joined W1M in 2018 as a Portfolio Manager and Director. In 2026, she joined the Financial Intermediary Office (FIO). Rose specialises in advising US-connected families, trusts and offshore structures on investment strategy and portfolio management. She works closely with trustees, family offices, intermediaries and professional advisers to deliver tailored investment solutions that address the complex tax, regulatory and reporting considerations associated with cross-border structures.
Prior to joining FIO, Rose headed W1M's US Portfolio Management team, leading investment management for a broad range of US clients and internationally mobile families. In this role, she developed deep expertise in the investment, tax and reporting complexities affecting US taxpayers, trusts and beneficiaries. She now brings this experience to her work with intermediaries, trustees and family offices.
In 2023, Rose was listed in the Spear’s 500 index as a Rising Star, and in 2024, she was included in the Recommended HNW Wealth Managers category. In 2025, she was included in PAM’s NextGen Leaders list.
Rose graduated from Queen Mary University of London with a degree in History and Politics and is a CFA charterholder.
