Date office opened: Dec 2017
Assets under management: £450m
Number in team: 10
Average portfolio size: £400k
Top three fund picks:
Global Robotics and Automation ETF
Invesco Perpetual Asian
John Laing Infrastructure
Q&A with David Holmes, branch manager, Charles Stanley, Southampton:
What is your typical client demographic?
While we have a wide range of clients with different financial and investment needs, I’d say our largest group is retirees and those approaching retirement who need to plan and invest accordingly.
What differentiates your region?
We are lucky to be living and working in an area that has the beauty of the New Forest and South Downs, one of the best sailing areas of northern Europe and a thriving cruise liner port.
What challenges are facing your area?
Because the area is an attractive place to live, property demand leads to high prices. As with many areas, our ageing population also puts a strain on services such as the NHS.
What’s the best thing about living in your area?
The countryside, the sea and easy access to the City.
What’s a typical regional saying?
The friendly banter between Portsmouth and Southampton means that I have to carefully tread here but ‘Moosh’ immediately comes to mind. It means friend. You might also like to insult someone in a friendly way by calling them a ‘dimlo’!
What is your office motto?
Provide steady returns without any nasty surprises.
Bullish or bearish?
Cautiously bullish. There will always be opportunities in the stockmarket and the world of finance has become an easier place in which to trade. This means that the effect of Brexit (whether it turns out good or bad) can be better managed.
Asset allocation of a typical balanced portfolio:
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- Why Speirs & Jeffrey was forced to sell to Rathbones
- Richard Colwell: fund management is a funny old game
- Wealth boom: where DFMs must improve by 2021
- Is meeting the fund manager a must? 4
- How to invest for the cities of the future
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Brooks Macdonald has appointed Simon Brookes as a director in its financial planning team.
- Overnight Markets: Tech shares lead US stocks mostly higher
- FTSE rebounds as China-US trade fears pause
- Legendary investor Jim Rogers launches AI-based ETF
- Next Gen: all the pics from our young guns event!
- Evenlode's AA-rated Peters' postcard from Silicon Valley
- Bank of England needs major shake-up, says Labour 1
CEO Tapes: Buxton to Gilbert - ‘my Glencore quandary’
Do not miss the first two minutes of this film as Richard Buxton shares how he has been challenged by a client for owning shares in a certain company.
CEO Tapes: the huge opportunities for asset managers
From tech disruption, retirement and poaching, the CEO discuss the opportunities for their businesses in this episode.
CEO Tapes: 'we're just a bunch of white dudes sitting here'
In our brand new series, eight CEOs discuss how the industry could do a better job for female fund managers.
Pics from our profile of Alpha Beta's George Higginson
See all the pics from this week's profile
Pub Club: With Tcam's Mark Little at De Hems (sort of)
MPS Investment Committee: Jordan Sriharan, Thomas Miller Investment
Office Spotlight: WHIreland International Wealth, Isle of Man
World Cup 2018
MPS Investment Committee: Tom Becket, Psigma Investment Management
Office Spotlight: Brown Shipley, Edinburgh
Walking with Wealth Managers: David Miller of Quilter Cheviot
Anything but standard - island life with Standard Bank Jersey
Sanlam Group celebrates its 100th birthday - here's what they've been up to
Citywire triumph at Stamford Bridge
Office Spotlight: Brooks Macdonald, Cardiff
MPS Investment Committee: Andrew Morgan, Walker Cambria
Pub Club: At The One Bull in Bury St Edmunds with Beckett Asset Management
Office Spotlight: Quilter Cheviot, Salisbury
MPS Investment Committee: Jeremy Balfour-Melville, Malloch Melville Investment Managers
Business Tree: JM Finn, Bury St Edmunds
Walking with Wealth Managers: Julie-Ann Ashcroft of Standard Life Wealth
Meet Wealth Manager's latest recruit: Katie Gilfillan
MPS Investment Committee: Jason Day & Eric Louw, Standard Life Wealth
A day in the life of: AJ Bell's Russ Mould
Office Spotlight: Brewin Dolphin, Glasgow