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Overview of News

We want you to feel fully informed about Harpsden Wealth Management and your investments with us. Please explore our articles and features using the links below - and do take a moment to register with us.

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commentary

Commentary

We are committed to ensuring our clients feel fully informed and our investment team regularly publishes analysis and opinion on global macroeconomics, markets, asset classes and asset allocation.

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briefing

Briefing

Our financial planning team periodically issues briefings that we feel would be of interest to our clients on a wide range of financial planning issues.

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news

In the news

Visit our news section to read the latest news from Harpsden, as well as learn what is being said about us in the media.


Please note with regard our historic news, Oaktree Wealth Management rebranded to Harpsden Wealth Management as of April 2015.

Harpsden have been highly commended in the category of Best Investment Adviser

Harpsden are delighted to have been Highly Commended in the category of ‘Best Investment Adviser’ at the Money Marketing awards 2017. The Money Marketing Awards judging panels are made up of top-level professionals specific to the adviser sectors. They have been selected to give a professional and wide-ranging level of expertise in order to judge […]

The results are in! Harpsden’s Client Survey 2017

Harpsden Wealth Management Client Survey 2017 – Download report here First of all, Harpsden Wealth Management would like to say thank you to the 124 clients who were able to find enough time to take part in our 2017 survey. This is close to being 40% of those contacted and is an excellent response rate. We would also […]

CISI: what do planners think of the IFP merger one year on?

CISI: what do planners think of the IFP merger one year on? By Christine Dawson 04 Oct, 2016 One year ago the Institute of Financial Planning (IFP) merged with the Chartered Institute for Securities & Investment (CISI).  In the run-up to the CISI’s 2016 financial planning annual conference, taking place at the same time and […]

My asset allocation: Ian Brady meets companies before investing

Ian Brady, chief investment officer and director at Henley-based Harpsden Wealth Management, and his team use an in-depth research process that includes meeting nearly 100 companies and more than 100 fund managers a year.

Schroders warns get ready for default rates to rise

Investors can expect a period of volatility when UK interest rates increase this year, but long-term the primary challenge facing developed economies is returning productivity to nearer pre-crisis levels, according to Schroders.

Top 100: The full list of fantastic firms

Take a look at the full 100 financial planning firms which made it into this year’s New Model Adviser® Top 100. The list is in alphabetical order.

Big bond funds face up to outflow woe

Anxiety over the inflated size of bond funds has until recently focused on how managers can wisely allocate such huge amounts of capital. But that discussion has now inverted: the new question is how bond funds will cope with massive outflows.

Adviser Profile: Jeremy Arthur of Harpsden WM

Henley-on-Thames-based Harpsden Wealth Management used the same brand consultancy as the star fund manager when it changed its name this year and has accumulated £230 million of assets under advice from the area’s wealthy residents.

Smith on Funds: Invesco’s fettered funds face a bright future

The recent shuffle at Invesco Perpetual, which saw head of US equities Ian Brady take over the management of the group’s fettered fund of funds from CIO Bob Yerbury, should ensure the continued success of the range.

Money Marketing Financial Services Awards 2015 – ADVISER SHORTLIST 2015

Money Marketing Financial Services Awards 2015 – ADVISER SHORTLIST 2015


Testimonials

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.”

Stacey, London

“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.”

Andrew, Suffolk

“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.”

Amanda, Oxfordshire

“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.”

Stephen, Oxfordshire

“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.”

Lis, Oxfordshire

“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!”

Robert, Surrey

Our Awards

Money Marketing Financial Services awards 2017

Highly commended: New Model Adviser Top 100 South East

STEP award 2017

Finalist: Financial Advisor Team of the Year 2017

Professional Adviser Awards 2017

Finalist: Best Discretionary Fund Manager

Professional Adviser Awards 2017

Finalist: Adviser Firm of the Year – South East

New Model Adviser

Top 100 Financial Planning Firms 2016

Money Marketing Financial Services awards 2016

Finalist Best Wealth Management Firm

New Model Adviser

Top 100 Financial Planning Firms 2015

Money Marketing Financial Services awards 2015

Finalist: Best Wealth Management Firm

Money Marketing Financial Services awards 2015

Finalist: Small Adviser Firm of the Year

Money Marketing Financial Services awards 2015

Finalist: Best Investment Adviser

Money Marketing Financial Services awards 2014

Finalist: Best Wealth Management Firm
Finalist: Best Investment Adviser

Gold Standard Award Winner 2013

for Wealth Management

Gold Standard Award Winner 2013

for Discretionary Portfolio Management

Money Marketing Financial Services awards 2013

Finalist: Best Wealth Manager

City of London Wealth Management Awards 2013

Best Wealth Manager – Shortlisted

City of London Wealth Management Awards 2013

Best Discretionary Manager – Shortlisted

Vouched for IFA

Transparent Charges Award 2013

Gold Standard Award Winner 2012

for Discretionary Portfolio Management

Money Marketing Financial Services awards 2012

3rd Place:  Best Discretionary Adviser

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