James is co-founder of Mountstone Partners and is responsible for managing client portfolios, chair of the asset allocation committee and has oversight of the portfolio construction process.
Prior to founding Mountstone, James was an Investment Director at Brooks Macdonald, a firm that manages £4.5 billion of private client portfolios. At Brooks Macdonald James was one of 3 Investment Committee members responsible for the entire investment process. He was an Asset Allocation Committee member, head of 5 London investment teams and was responsible for client relationships representing £239 million of client portfolios.
James has been recognised as one of the "Top 40 Under 40" advisers in wealth management in the UK (as awarded by PAM) for the last 2 years running.
Alex is co-founder of Mountstone Partners and is responsible for all financial and corporate affairs of the company.
A qualified accountant, prior to founding Mountstone, Alex served as Finance Director at Brooks Macdonald Services where he was responsible for helping to establish the custody function used by all clients and for the reporting of the company's accounts. Alex also served as CFO for DODAQ as well as working in several senior finance positions at FTSE 100 companies.
Alex is also a business mentor for the Princes Trust, helping young entrepreneurs to start and develop their own business.
Phil joined Mountstone Partners in January 2013 and his primary responsibility is building new client relationships for the firm. Phil also sits on the Asset Allocation Committee.
Prior to joining Mountstone Phil served as the Head of Client Management at Kleinwort Benson, where he was the lead executive directly responsible for clients with aggregate assets under management exceeding £400 million, both onshore and offshore. Phil was also a board member of Kleinwort Benson Unit Trusts Ltd and responsible for the management and development of the front office staff including Private Portfolio Management, the CRM unit and the Financial Advisory Service. On leaving Kleinwort's Phil joined Rothschild as Client Director and most recently held the position of Investment Director at Duncan Lawrie.