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Company

MKC Wealth

Position

CEO—Chief Executive Officer

Index

HNW Wealth Managers

Wealth Managers

Location

Greater London

Advice type

Investment strategy

Succession planning

Wealth management

Client type

HNW

Sector Focus

Wealth Management & Private Banking

Financial Services

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. They cite a focus on understanding the needs and priorities of the individual client rather than applying a standard template.

Rose founded MKC on leaving Quilter Private Client Advisers, having gained experience at a string of other major financial institutions.

Rank: Recommended

Recommended 2024, HNW Wealth Managers

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