We offer a highly personalised investment management service for private clients.  We do this in partnership with Mountstone Partners, who share our commitment to simplicity, transparency and security.  This is driven by our own guiding principles of thoroughly understanding client needs, conservative management, integrity and exceptional client service.

Building and preserving wealth can span a lifetime and long-term relationships are at the centre of everything that we do.  In our experience clients need an investment strategy that is flexible for the longer term in order to offer the best returns in differing market conditions.  They also need it to be adaptable given that objectives set today can be completely different tomorrow.

Each client has different circumstances, aims and aspirations, as such we design our portfolios to match the objectives of each individual client.  We believe the best way to achieve this is by listening to what our clients tell us about their personal circumstances, attitude to risk and their financial goals. We do this by monitoring and reporting back to our clients on an ongoing basis.  Only then can we truly understand what is expected from us and how best to deliver a strategy most suited to meet those objectives.

We select investments from a broad range of asset classes including equities, bonds, hedge funds, commodities, property, cash and private equity. 

Through regular meetings, reviews and updates we ensure that we stay in touch with our clients’ current circumstances. 
 
We monitor the markets closely and react quickly to changing market conditions, reflecting those changes in our client’s portfolios.

Harris Rose & Partners is a trading name of Mountstone Partners Limited who are authorised and regulated by the Financial Conduct Authority (FRN 583147). Registered in England and Wales No. 08076218

Harris Rose & Partners

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