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Commentary

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

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 […]

Video interview – Ian Brady, Harpsden Wealth Management talks to UK Edge

Ian Brady tells us about the key discussions with his investments committee this year, where he sees the best investment opportunities in the UK equity market and much more. Click here to watch video. Copyright ©Harpsden 2018 (unless otherwise indicated). All rights reserved.    

Q3 2017 Commentary

The US continued to recover from the torpor of the first quarter as evidenced by very high and rising consumer confidence, ISM Manufacturing Index at a six year high and non manufacturing performing well too, with a latest reading of 55.3. […]

Harpsden Wealth Management wins prestigious STEP Private Client Award

Harpsden Wealth Management has won the Financial Advisor Team of the Year category at the STEP Private Client Awards, which took place last night in London. Held by STEP, the worldwide professional association for those advising families across generations, the Awards are highly regarded as a celebration of excellence across the private client world. All […]

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:

Archive Commentaries

Archive Briefings


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

Professional Advisor Awards 2019

Finalist: Adviser Firm of the Year – South East

Society of Trust and Estate Practitioners (STEP) 2018/19

Finalist: Financial Advisor Team of the Year 2018/19

Professional Adviser Awards 2018

Winner: Adviser firm of the year (UK)

Professional Adviser Awards 2018

Winner: Adviser firm of the year – South East

New Model Adviser

Top 100 Financial Planning Firms 2018

Corporate Chartered Financial Planners

awarded by The Chartered Insurance Institute (CII)

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