Wealth Manager - the site for professional investment managers

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Office Spotlight: Aspinalls, London

Office Spotlight: Aspinalls, London

Date opened:  The Aspinalls business has been operating for more than 15 years, though many client relationships span over thirty years with third and fourth generations of families benefiting from our advice.

Number in team: 12

Office clients: Private clients, families and charities

AUM: £200 million

Top fund picks: 

• L&G Global Real Estate Dividend Index

• Robeco Global Conservative Equities

• Dimensional Global Small Companies

Q&A with Mike Ast, head of investment, Aspinalls, London (pictured below):

 What is your typical client demographic?

As Aspinalls provides a comprehensive suite of specialist wealth management and investment services, our client base is a reflection of this. Our clients include professionals, charities, families and individuals – all with unique requirements. A point of pride is the many multi-generational family relationships we manage, which we consider testament to the quality of our offering.

What differentiates your location?

It goes without saying that London provides wealth managers with arguably unparalleled access to some of the most talented individuals and firms in the industry globally. Our offices are located in the West End, which can provide a heightened appeal to clients vis-à-vis our peers in parts of London with a more institutional ambience, such as the City or Canary Wharf.

What challenges are facing your staff?

Standard London challenges are very much applicable to us. Length and discomfort of respective commutes being an oft-quoted one in the office.  Not to mention dealing with the smugness of cyclist colleagues during tube strikes!

What’s the best thing about living in your area?

I live in Southwest London, which is a fantastic area and provides a good deal of relative tranquillity and green space when compared to the hustle and bustle of more central areas.  Being a competitive rower, it also allows me to live in a location which is roughly equidistant between work and my club along the Thames near Richmond. A key positive factor when it comes to living in London is the city’s diversity in terms of living, working and recreational activities. 

What is a typical regional saying? 
‘I’ll have a small cappuccino please.’ ‘Certainly, that will be £9.50.’

What is your office motto?

Clarity, stewardship, peace of mind.


We place a great deal more belief in strategic as opposed to tactical investment decisions and therefore remain optimistic about markets over the longer term. 

Aspinalls typical balanced portfolio:

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
CIO Tapes 2: two warnings and a lot of optimism

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

Play Wealth Manager Retreat 2017: size isn't everything

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.

1 Comment Play CIO Tapes - part 3: 'passive funds are anti-capitalist'

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.

Read More
Your Business: Cover Star Club

Profile: Kleinwort Hambros' boss on how to manage five banks

Profile: Kleinwort Hambros' boss on how to manage five banks

Welding together Kleinwort and Hambros – two of Britain’s most historic banks, founded in 1786 and 1839 respectively – was always going to be a challenge.

Wealth Manager on Twitter