In bristol for: 5 years
Number in team: 20
Office clients: 700
Group assets under management: £39 bn
Are you bullish or bearish? Reasonably bullish about the market and very bullish about the local opportunity for the office
Top three picks:
• Aberforth Smaller
• Personal Assets Trust
• Perpetual Income and
Q&A with Tom Miller, head of Bristol office, Brewin Dolphin, Bristol:
What is your typical client demographic?
We do not have a typical client. As we are able to bespoke our management, and so we can cater for the intricacies that make each client an individual. We work with private individuals, trusts, charities and corporates. We also provide investment solutions for financial advisers to help with their clients.
What differentiates your location?
Bristol has strong roots in entrepreneurship, aerospace and financial services. The city has changed markedly through significant investment and improvement over the 15 years I have lived here. As well as its commercial strength, the city retains a friendly and approachable atmosphere.
What challenges are facing your area?
The short-term impact of Brexit is still unknown, which presents uncertainty, and locally we are not sheltered from this.
What’s the best thing about living in your area?
The people. I believe you will struggle to find a better and friendlier group. Couple that with the easy access to beautiful countryside and coastline and you have a great standard of living.
What’s a typical regional saying?
There are many to choose from. ‘Proper job’, meaning something done well.
What is your office motto?
Brewin Dolphin is one of the UK’s leading wealth managers. Our aim locally is to be the wealth manager of choice for those seeking personalised financial management.
Asset allocation chart of a typical balanced portfolio:
- Standard Life Aberdeen: 'rapid move to a simple future'
- How firms ensure fund managers don’t break rules
- Danger! The products that worry wealth managers
- Is Mifid II the final nail in the wealth advisory coffin? 12
- What is the best way to pay wealth managers?
- Iress: a grand technological wealth design
- Mifid II conundrum: how do managers value good research?
Monday Papers: EU stands firm over Northern Ireland border
And Chinese President Xi Jinping is set to rule for life as China lifts presidency limits.
- Coutts and Adam job cuts help fuel 52.3% profit jump
- Martin Gilbert hopes to win back £109bn mandate after insurance sale
- The Expert View: Barclays, Centrica and Anglo American
- Friday Papers: Standard Life Aberdeen to quit insurance in £3bn deal
- Overnight Markets: Dow, S&P surge on energy and industrials
- Former Source co-founder to launch new ETF business
Rathbones' Smith on China's economic hegemony ambitions
Discussing China's saving problem, Ed Smith argues that if the country opens up there will be an outflow of capital.
Liontrust ESG head says sustainable investment doesn't mean low return
Peter Michaelis talks about ethical investment growth and where he sees future opportunites.
Are platforms the biggest barrier to wealth manager ETF take-up?
Citywire hosted a roundtable discussion to find out how and if wealth managers are using ETFs in their clients' portfolios and the challenges they face trading through different platforms.
Profile: Philbin on the opportunity explosion in fund selection
The veteran fund selector expains how his role resembles football management
Walking with Wealth Managers: Louis Coke of Charles Stanley Guildford
Pub Club: At The Britannia in Richmond with Quartet Capital Partners
When Raymond James’ Mark Parello and Matthew Singleton popped to the House of Lords
Office Spotlight: Charles Stanley, Southampton
Passive funds and chocolate: 5 DFMs Lent sacrifices
Pub Club: At the White Horse with Close Brothers Asset Management's Matthew Stanesby
Epoch Wealth Management, the Bath-based firm collecting charity work on more than one count
MPS Investment Committee: Tacit's Paul Wharton on managing low risk strategies
Office Spotlight: Tilney, Newcastle-upon-Tyne
Podcast: Walking with Wealth Managers - Ben Gutteridge, Brewin Dolphin
Pub Club: At The Tokenhouse on Burns Night with James Burns
MPS Investment Committee: Cazenove Capital's Rooke on blending manager styles
Office Spotlight: Ravenscroft, Guernsey and Jersey
Bitcoin chatting cabbies! What bugs three wealth managers
Pub Club: At Singer Tavern with Rathbones' Robert Szechenyi
Office Spotlight: Standard Life Wealth, Bristol
MPS Investment Committee: Simon Doherty, Quilter Cheviot
Pub Club turns Kebab Club with Dan Adams, Psigma Investment Management
A day in the life of: Antony Keen, PM+M
MPS Investment Committee: LGT Vestra on where the risks lay in 2018
Office Spotlight: Rowan Dartington, Leeds