Mountstone Partners
Investment portfolio management and financial planning for professionals, wealthy families, entrepreneurs, estates and trusts
Highlights
- New on EvolcAdded 2026-10-29
About Mountstone Partners
Mountstone Partners manages investment portfolios across asset classes including equities, bonds, cash, hedge funds, property and commodities. It also provides personal financial planning, including advice on pensions, financial protection, tax and estate planning.
Its clients include professionals, wealthy families, entrepreneurs, landed estates and trusts in the UK and abroad. The company is based in London and was founded in 2012.
Product: Discretionary investment portfolio management and personal financial planning.
Jobs at Mountstone Partners
No open positions listed right now.
Leadership
- James Keen · FounderSource: company website
- Belinda Tappin · head of administrationSource: company website
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