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:
- Déjà vu all over again: tax avoidance or criminal activity?
- 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
Electoral Commission reopens Vote Leave probe
Ahead of the vote in June 2016, the campaign paid £625,000 for bills allegedly run up by student Darren Grimes with a digital agency.
- EY: most fund houses will be ETF managers in five years
- Investment Committee: Arnaud Gandon, Heptagon Capital
Citywire content in association with Invesco PerpetualManaging risk, unearthing returns
- James Carthew: is the Japanese glass half full, empty, or illusory?
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: Thomas Miller explains its post-restructure plans
Thomas Miller Investment’s (TMI) head of wealth Matt Phillips has strong opinions about many things
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