Please note with regard our historic news, Oaktree Wealth Management rebranded to Harpsden Wealth Management as of April 2015.
Awards Hat-Trick for
Harpsden Wealth Management
Harpsden Wealth Management was named adviser firm of the year for the UK and for the South-East at the Professional Adviser Awards held earlier this month.
Professional Adviser Awards 2018 – Adviser Firm of the Year
Harpsden Wealth Management scooped the big win at the 2018 Professional Adviser Awards – Adviser Firm of the Year. Now, the firm’s director Jeremy Arthur tells PA what the win means to him and the team.
Harpsden Wealth Management shortlisted for STEP awards 2018/19
Harpsden Wealth Management has once again made the shortlist for the Financial Advisor Team of the Year category at the STEP Private Client Awards 2018/19.
July 2018 Harpsden CIO Commentary
We have seen the US economy accelerate from a sub par first quarter to the fastest rate of growth since 2014. China is still showing signs of slowing whilst the depreciation of their currency against the dollar is causing the People’s Bank of China to publicly state that weakening their currency is not a matter of policy in the face of a potential trade war.
Q2 2018 Commentary
Well that was a quarter and a half! Tariffs actually implemented with many more being considered; new governments in Spain and Italy with a mini bond market tantrum in the latter; proper currency tantrums in Turkey and Argentina; a slew of other emerging markets raising interest rates […]
Commentary, May 2018
Macro Overview In our January Commentary I wrote that the Citigroup Economic Surprise Index had reached a height (75) from which it had historically fallen precipitously – often to below zero. By the first week in April this phenomenon had been repeated (much quicker than I thought) with Europe being the main culprit this year […]
US Research Trip March 2018 Commentary
US Research Trip March 2018 Commentary I’ve just completed my 10th consecutive annual trip to the Raymond James Investor Conference in the US. The first was at the nadir of the Great Financial Crises in March 2009 and I can safely say we have moved on considerably from there. I may add we have moved […]
Ethical Investing Presentation
Harpsden Wealth Management currently have £265m AUM and run six model portfolios including an Ethical model. Harpsden Wealth Management also make an active effort to contribute to society with our charitable contributions. In Africa Harpsden Wealth Management have donated to Ashanti Development in Ghana and the charity School Aid.
Commentary, January 2018 UPDATE
Update Since I wrote these notes a mere two weeks ago the period of low volatility has come to an abrupt end. Equity markets are down high single to low double digits from January highs as of 9th of February. Whilst timing such moves is nigh impossible our view is that the correction is long overdue. […]
Commentary, January 2018
As discussed above current economic momentum is strong but investor enthusiasm whether measured by sentiment polls or (low) cash levels have increased accordingly. It is unlikely that investors and economists will be as enthusiastic in twelve months time as they are now.
Archive Commentaries & Briefings
We have combined our Commentaries and Briefings within our News, to make them more accessible to our website users.
If you are looking for our old Commentary and Briefing downloads, please follow these links:
“Jeremy is always easy to contact and is happy to meet as frequently as I feel is necessary. He is measured and empathetic to my situation. He always deals with ad hoc requests swiftly and he has provided advice over and above that which I am paying for.”
“Roland prepares well for our review meetings and always allows plenty of time for a full discussion of our affairs and explanations of relevant new developments/legislation. He always deals with our affairs and any queries that may arise during the year promptly and efficiently. We are very pleased with all aspects of the service we receive.”
“Harpsden provided us with excellent, complete and impartial advice. Jeremy Arthur’s understanding of matters peripheral to investments was very good and his knowledge enabled us to question and clarify other advice being provided by other advisers. We have complete trust in them which we have not always felt with other financial advisers.”
“Jeremy has been an exemplary advisor, offering me excellent professional advice, showing absolute professional discretion and where appropriate connected me to useful contacts. It has to date been a pleasure working with Jeremy.”
“Jeremy has been very professional from day one and has always taken the utmost care in finding out what I needed and how to best provide that for me. It does not end there, we meet on a regular basis to discuss where I am and any changes in my short or long term plans. I would wholeheartedly recommend Jeremy without any hesitation what so ever.”
“I completely trust Roland. He’s clear in assessing the level of risk I want to adopt, in advising on my current position and the options available, and in explaining his reasons for his advice on the best way forward. I have been using him for many years, and trust him so much that he is now also advising my wife, my 2 children, my mother and also acted (until her death) for my aunt!”
Finalist: Financial Advisor Team of the Year 2018/19
Winner: Adviser firm of the year (UK)
Winner: Adviser firm of the year (South East)
awarded by The Chartered Insurance Institute (CII)
Highly commended: Best Investment Adviser
Winner: Financial Advisor Team of the Year 2017/18