Date office opened: 1996
Average portfolio size: Typically between £500,000 and £2 million, but many bigger mandates.
Number in team: 25
Office clients: 500
AUM: £1 billion (group)
Are you bullish or bearish? Bullish equities, neutral hedge and property, bearish fixed income.
Q&A with Chris Reah, director of private banking South West office, Arbuthnot Latham, Exeter:
What is your typical client demographic?
Both our personal and business clients expect a highly personalised service, with insight and a specific understanding built around their particular needs.
Whether you are a professional, an entrepreneur, or a property developer, at Arbuthnot Latham, you will receive a tailored and personal experience that adapts to your requirements, from a team who have the expertise, experience and autonomy needed to provide it.
Often our new clients feel under-served by the larger established banks and seek a level of client service seldom seen in modern day banking. They are attracted to the distinctly different offering at Arbuthnot Latham.
What differentiates your location?
With a buoyant and dynamic local economy, with well-established family businesses, successful corporate entities and hi-tech start-ups spawned by the University of Exeter, Arbuthnot Latham is confident about the ability to grow and serve clients within the region.
The South West has few local private banks. Some organisations are reducing their regional footprints as they struggle to understand how to get the local delivery of banking and advice services right.
This continues to provide a great opportunity for Arbuthnot Latham, where we can use our 20 plus years’ experience to deliver to our clients locally.
What challenges are facing your area?
The distance from London and the travel connections remain a challenge.
Technology is gradually overcoming this. The South West has needed to be versatile to overcome changes in its traditional industries, such as mining, fishing and agriculture. This is being done through innovation. Our produce is now among the best anywhere, we are leading on areas such as sustainable energy and diversification in farming.
Talented young people have traditionally left the South West, this is now being reversed as opportunities are broadening.
What’s the best thing about living in your area?
It is the most beautiful place to live, rolling hills, moorland and a stunning coastline. The people are friendly and generous, and we really look after each other.
What’s a typical regional saying?
'Proper job'? That is a cliché, but some truth in it. The Tomahawk Chop is very dear to rugby fans.
What is your office motto?
The client always comes first.
If you would like to feature in Office Spotlight, please contact Eleanor on firstname.lastname@example.org
- Should wealth firms consider TV advertising?
- Data protection dilemma: how to tackle Mifid II and GDPR clash
- Polar Capital's Rochussen: 'You have to be ruthless'
- RLAM's Fox: Do androids dream of electric cars?
- Is it worth using ETFs to cut model portfolio fees?
- Socially-responsible ETFs grow but education still needed
- How wealth firms spend their profits
Reality bites for fantasy fund manager as Manek shuts down
Jayesh Manek is to close his perennial underperforming fund 20 years following its launch after he won successive fantasy fund manager competitions.
CIO Tapes 2: two warnings and a lot of optimism
Our group of leading asset management CIOs see a lot of opportunities – and overseas investors are buying UK too
Wealth Manager Retreat 2017: size isn't everything
We asked our delegates at the Wealth Manager Retreat what they think about the recent wave of consolidation in the industry.
CIO Tapes - part 3: 'passive funds are anti-capitalist'
Citywire recently gathered three of the UK's leading fund investment heads to discuss their hopes, fears and the issues that their jobs throw at them daily.
Profile: Thomas Miller explains its post-restructure plans
Thomas Miller Investment’s (TMI) head of wealth Matt Phillips has strong opinions about many things
Pub Club: At the Water Poet with BMO's Kelly Prior
Office Spotlight: Brooks Macdonald, Manchester
Made in the Midlands: the growth of boutique BRI Wealth Management
Pub Club: At The Cask & Glass with PortfolioMetrix
Coutts celebrate opening of Rwanda cricket ground
Office Spotlight: Casterbridge Wealth, Salisbury
Citigold client events with a difference
Investment Committee: Gary Stockdale, Vertem Asset Management
Pub Club: at the Oast House with Investec W&I Manchester head
Office Spotlight: Brewin Dolphin, Bristol
Investment Committee: Murray Asset Management keeping the consumer confident
ESG investing set to 'snowball'
London not a threat for Thesis AM Guildford
At The Jugged Hare with Laura Hobbs, Saunderson House
Office Spotlight: Quilter Cheviot, Birmingham
Investment Committee: Thesis' Hoggarth on currency
A day in the life of...Raymond James' Mark Parello
Office Spotlight: EQ Investors, London
Investment Committee: Samantha Dovey, Ravenscroft Investment Management
Pub Club: At The Malsters Arms with Harpsden's Ian Brady
Office Spotlight: TAM Asset Management Ltd, London