Date opened: 2010
Average portfolio size: £475K
Number in team: 33
Office clients: 530
Assets under management: £400 million
Top three fund picks:
• Odey Absolute Return
• Somerset Emerging Market Small Cap
• Schroder QEP Global Core
Q&A with Barry Newbury, managing partner, Epoch Wealth Management, Bath:
Are you bullish or bearish?
What is your typical client demographic?
Business owner/entrepreneur or otherwise wealthy private client. Late 40s to early 60s, has a family and wants a plan for life.
What differentiates your location?
Epoch covers the whole south of the UK so it is hard to say much, other than the obvious statement that (on the whole), there is greater wealth in the south than the north.
What challenges are facing your area?
The same challenges facing the country as a whole – economic recovery/stability in the face of a changing political and social landscape.
What’s the best thing about living in your area?
We can be in the middle of nowhere fast, but also in the centre of London within a couple of hours.
What’s a typical regional saying?
‘Where to?’ meaning ‘where are you going?’ or ‘where is it?’
For example: ‘I lost my wallet.’ ‘Where to?’
Or ‘Somewhen’ meaning ‘sometime’. Also, ‘anywhen’, with the same translation.
For example: ‘When can we have another meeting?’ ‘Somewhen soon. Anywhen next week, really.’
What is your office motto?
Our attitude and motto is best summarised as ‘work hard, play hard’.
Typical balanced portfolio:
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- 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
'Undervalued' Miton's 8% AUM jump 'exceeds expectations'
Fund management firm Miton has continued to see positive net inflows in the second half of the year.
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- Goldman Sachs AM partners with boutique for global fund
- State of wealth: 10 insights from Credit Suisse's 2017 report
- Profits soar at Walker Crips as fund focus pays off 1
- 'David throwing pebbles at Goliath' - 15 top Budget quotes 2
- Utilities weigh on FTSE after Centrica shock
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: 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.
Investment Committee: Arnaud Gandon, Heptagon Capital
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