About Us

Keystone Capital is a wealth advisory boutique founded by Samik Mukherjee and David McLellan after they recognised that their clients would benefit greatly from a wealth adviser who would seamlessly combine the traditional values of relationship led advice with the very latest developments in finance and technology. Encouraged by their clients and peers, they decided to make this vision a reality and Keystone Capital was born in the summer of 2019.

Keystone provides professional and impartial advice on structuring and managing wealth to meet our clients' specific objectives. This may be planning for retirement, protecting assets for future generations or simply trying to optimise returns on investments. Whatever we do, we always put our clients’ interests first and foremost and find solutions that are tailored to their individual needs.

Keystone essentially offers a service proposition that is a hybrid between a Private Bank, an Independent Financial Adviser and a Multi Family Office, combining some of the best aspects of each of these. We work very closely with a handful of carefully selected asset managers, service providers and other industry professionals to bring both bespoke and cost efficient solutions to the table. With no external shareholders, we only ever act for our clients and always in their best interest. Samik and David have drawn upon four decades of experience in wealth management, working for some of the most prestigious names in the industry, to create the Keystone service proposition.

Samik Mukherjee

Samik started his financial services career immediately following graduation and has never looked back. Initially starting at Citibank in India he moved to the City of London in 1999 to pursue his dream of a career in banking at a global financial centre. He rose swiftly through the ranks to the position of Director at Coutts working at their Fleet Street office. In 2012 he joined Hambros Bank which later became Kleinwort Hambros following a merger. Over the two decades he spent in Private Banking, Samik advised several successful entrepreneurs, executives, professionals and their families on investments and financial planning matters. Samik received a bachelor’s degree in Physics from the University of Madras, Loyola College and is a Fellow of the Chartered Institute of Securities and Investments.

A diehard motoring enthusiast, Samik spends much of his spare time following and occasionally participating in various motoring events. He can often be found tinkering under the hood of his classic car. Apart from this his great love of Italy, its culture, food and wine, keeps him and his wife Kacy suitably distracted, although he is yet to get to grips with the language!

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David McLellan

David graduated from UCL with a bachelor’s degree (Hons) in Geography and joined HSBC at their head office. He soon recognised a career in financial services would be fulfilling, cemented further by a 14-year successful stint with Coutts where he became a Director managing a team of Private Bankers. His next move to Deutsche Bank Wealth Management saw him working in a team looking after UHNW clients and family offices. Over the decades spent in the wealth management industry, David has built up many deep trust-based client relationships. His clients have included Professionals, Barristers and individuals who have acquired sizeable wealth. David is a Fellow of the Chartered Institute of Securities and Investments.

David comes from an artistic family, his father was an amateur painter, his sister had a flourishing career as a Principal Ballet Dancer in France, and his cousins founded The Art Academy and The World Heart Beat Music Academy. David dabbled in sculpture as well as performing in Choirs and Orchestras in his youth. He enjoys attending the Theatre, Opera and Art exhibitions. A keen skier, he has more recently taken up Golf - with mixed success!

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