In birmingham for: 13 years
Average portfolio size: £500,000
Number in team: 42
Office clients: 5000
Group assets under management: £22.5 billion
Are you feeling bullish or bearish? Cautiously bullish, share prices are generally supported by earnings, although momentum has taken over.
Top three picks:
• Findlay Park American
• Vulcan Value Equity
• Artemis Income
Q&A with David Jupp, head of Birmingham office, Quilter Cheviot, Birmingham:
What is your typical client demographic?
From successful entrepreneurs to junior ISAs; pension funds to charity funds; offshore to onshore; private clients to trusts; we cater for them all.
What differentiates your location?
An entrepreneurial spirit, industrial heritage, and a highly competitive and focused service sector.
What challenges are facing your area?
We are witnessing a long term growth in the savings and investment industries, and Birmingham is ideally placed as a financial and regional centre to capitalise on this. We have a huge amount of raw talent in the region and with the city changing rapidly, our challenge is to extend our reach to new business opportunities and clients.
What’s the best thing about living in your area?
Birmingham has a great ethnic and cultural diversity and it’s wonderful being immersed in such variety of different cultures, traditions and cuisines. There are also some fantastic universities around, which makes us ideally placed to recruit the next generation of talented investment managers who are attracted to this rapidly changing, growing city.
What’s a typical regional saying?
Tara-ra-bit! (Meaning: See you in a while).
What is your office motto?
Don’t really have one, however if we did it would be ‘control and culture’. Both need to be in place to allow our investment managers the ability to manage investments in a regulated manner and successfully meet our client specifications.
Typical balanced portfolio:
- FCA Mifid probe should address research 'conflicts'
- The existential crisis facing wealth managers 1
- 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
Brooks hires James Hambro's Brookes for advice arm
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