Company
Position
CEO—Chief Executive Officer
Index
HNW Wealth Managers
Location
London
Advice type
Investment strategy
Succession planning
Wealth management
Client type
HNW
Sector Focus
Financial Services
Wealth Management & Private Banking
Dominic Rose
Spear’s Review
Dominic Rose is CEO of MKC Wealth, a boutique wealth manager that has been expanding through organic growth along with well-chosen acquisitions, becoming a national player in the process.
The firm advises on personal finance matters such as pensions, investments, inheritance tax and succession planning for individual high-net-worth clients, as well as maintaining a corporate practice covering employee benefits and portfolio management. The firm says its core focus is on understanding the needs and priorities of the individual client to tailor its service, rather than applying a standard investment template.
Rose founded MKC in 2021 upon leaving Quilter, having already gained experience at a string of other major financial institutions, including Bellpenny and Towergate.
Rank: Recommended

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