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:
- A fresh start: what it takes to set up a wealth boutique
- The perils of 10% portfolio falls reporting 4
- Mifid II crossroads – a fair price for research? 1
- Shrimp wars: the Indian commodity that could get caught in the net
- Predicting the future: a problem in asset management
- Surprise at Mifid II ‘bill shock’ warning
- Cohen & Steers: rate misconception masking Reits opportunity
The hedge fund that's beaten Woodford twice
Small US hedge fund Kerrisdale Capital has been on the winning side of two high-profile clashes with Neil Woodford.
BNY Mellon Investment ManagementThe slow-burn success story that could light a fire under tobacco stocks
- Friday Papers: Amazon profit surge smashes forecasts
- Overnight Markets: US stocks gain on strong earnings
- Shell falls as profits soar but cash flow disappoints
- Are bonds losing their place in multi-asset funds?
- Barclays records loss in Q1 after hit from US fine and PPI claims
- Thursday Papers: Takeda strikes deal to acquire Shire for £46bn
Insight's Waddington reveals infrastructure plays post-Carillion
Post-Carillion Steve Waddington is still finding attractive plays in infrastructure.
Mark Stevenson: oil is the dumbest place to put your money
Futurist Mark Stevenson says that investing in oil is not just a risk to the environment but also your investment.
Boutique tapes: my business will never be sold
In the final part of our four part series we discuss consolidation and whether it's getting tougher for boutiques to survive.
Profile: Psigma's MPS architect on how to win the regions
Few wealth managers would recommend day trading as an investment strategy
Former Walker Crips wealth manager proud to celebrate Best Beginnings' 10th Anniversary
MPS Investment Committee: Jonathan Webster-Smith, Brooks Macdonald
A day in the life of... Psigma Investment Management's Peter Seamer
Sorbus Partners – the multi-family office taking off in the Midlands
Podcast: Walking with Wealth Managers - Standard Life Wealth's Aidan Butler
Meet Wealth Manager's latest recruit: Alex Foster
MPS Investment Committee: James Horniman, James Hambro & Partners
Office Spotlight: Cazenove Capital, Edinburgh
Pub Club: At The Kings Store with Standard Life Wealth CIO John Hair
MPS Investment Committee: Gill Lakin, Brompton Asset Management
On the Road diary...in Manchester
Office Spotlight: TAMAC, Salisbury
Podcast: Walking with Wealth Managers - Greg Mahon of Rathbones
Pub Club: At Ye Grapes with Connor Broadley’s James Connor and Chris Wyllie
Office Spotlight: Rathbones, Winchester
MPS Investment Committee: Barry Cowen, Sanlam FOUR
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