Please note with regard our historic news, Oaktree Wealth Management rebranded to Harpsden Wealth Management as of April 2015.
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.
Professional Adviser Awards 2018
Harpsden Wealth Management is delighted to have been awarded both Adviser of the year (UK) and Adviser of the year (South East) at the Professional Adviser Awards 2018.
Commentary, 2017 Roundup
Thus it (2108) will be a year for staying focussed on our quest for decent risk adjusted returns whilst tempering the extremes of any drawdowns by being on the constant lookout for anomalies between valuation and fundamentals.
Q4 2017 Commentary
Macro overview Since our Q3 Commentary economic data releases have been generally firm and above expectations, with the notable exceptions of domestic UK retail and construction and Chinese property. Although sentiment data has continued to lead, actual hard data has been positive too. Data to highlight this include: Japanese Manufacturing Purchasing Managers Index hits a […]
Harpsden make list of ‘Finalists’ at the Professional Adviser Awards 2018
We’re delighted to announce that Harpsden Wealth Management is a finalist at the Professional Adviser Awards 2018. In total, more than 200 advisers, firms and providers were under consideration for the 2017 Professional Adviser Awards, which seek to reward excellence within both the financial advice community and among the broader financial services sector. So this […]
City Wire – Wealth manager – Interview with Harpsden’s Ian Brady
Pub Club: At The Malsters Arms with Harpsden’s Ian Brady Nestled in the serene village of Rotherfield Greys, a couple of miles outside Henley-on Thames, sits The Malsters Arms, writes Eleanor Mahmoud. It has all the makings of a good quality pub. In fact, it seems to pride itself on home grown produce, good beer and […]
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)
Top 100 Financial Planning Firms 2018
awarded by The Chartered Insurance Institute (CII)
Highly commended: Best Investment Adviser