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:
- Can wealth firms learn from Donkey Kong?
- Are shareholder meetings a ‘waste of time’? 2
- Secret CEO: wealth managers should be 'closet tracker' police
- ‘To save money, you have to spend money’
- How did FCA decide on the 'closet tracker 64'? 4
- How attractive would a unified Korea be to investors?
- You're hired! But why exactly?
Global markets dive as trade war fears intensify
European markets follow Asia and US into the red, but FTSE 100 spared the worst of the losses.
- The Expert View: Reckitt, Interserve and Crest Nicholson
- Friday Papers: Trump tariffs target strategic Chinese sectors
- Overnight Markets: Shares tumble after Trump’s tariff move
- Charles Stanley pledges 'decisive action' on 35% pay gap 1
- Peter Hargreaves-backed firm hits out at 'active' fund managers 2
- Chancellor announces crypto task force
Boutique tapes: are top managers better off at small firms?
In episode three of our series, boutique bosses discuss whether the best fund managers are more likely to thrive at smaller firms.
Boutique tapes: if you want a Ferrari, you have to pay for it
In the second part of our four-part series, boutique bosses are asked how they can justify the fees charged by active managers.
Kames' A-rated Goddin: how investing in games has changed forever
Neil Goddin sees investing in computer games as having changed forever as the companies become much less cyclical.
Profile: How Julius Baer plans to win UK wealth
Julius Baer has embared on a hiring spree to fuel its ambitious UK expansion plans.
MPS Investment Committee: Piers Cushing, Plurimi Wealth
Office Spotlight: Quilter Cheviot, Belfast
Walking with Wealth Managers: Lorne Baring of B Capital
Pub Club: At Shakespeare's Globe with Sanlam's Cynthia Bowring
Wealth managers and IFAs join forces for the 'Girls Speak Out' appeal
MPS Investment Committee: Jonathan Webster-Smith, Brooks Macdonald
Office Spotlight: JM Finn, Leeds
MPS Investment Committee: James Horniman, James Hambro & Partners
Office Spotlight: Walker Cambria, Swansea
Pub Club: A slightly unusual one with Liz Bottomley and StJohn Gardner, Arbuthnot Latham
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