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:
- Standard Life Aberdeen: 'rapid move to a simple future'
- How firms ensure fund managers don’t break rules
- Danger! The products that worry wealth managers
- Is Mifid II the final nail in the wealth advisory coffin? 12
- What is the best way to pay wealth managers?
- Iress: a grand technological wealth design
- Mifid II conundrum: how do managers value good research?
Monday Papers: EU stands firm over Northern Ireland border
And Chinese President Xi Jinping is set to rule for life as China lifts presidency limits.
- Coutts and Adam job cuts help fuel 52.3% profit jump
- Martin Gilbert hopes to win back £109bn mandate after insurance sale
- The Expert View: Barclays, Centrica and Anglo American
- Friday Papers: Standard Life Aberdeen to quit insurance in £3bn deal
- Overnight Markets: Dow, S&P surge on energy and industrials
- Former Source co-founder to launch new ETF business
Rathbones' Smith on China's economic hegemony ambitions
Discussing China's saving problem, Ed Smith argues that if the country opens up there will be an outflow of capital.
Liontrust ESG head says sustainable investment doesn't mean low return
Peter Michaelis talks about ethical investment growth and where he sees future opportunites.
Are platforms the biggest barrier to wealth manager ETF take-up?
Citywire hosted a roundtable discussion to find out how and if wealth managers are using ETFs in their clients' portfolios and the challenges they face trading through different platforms.
Profile: Philbin on the opportunity explosion in fund selection
The veteran fund selector expains how his role resembles football management
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
MPS Investment Committee: Cazenove Capital's Rooke on blending manager styles
Office Spotlight: Ravenscroft, Guernsey and Jersey
Bitcoin chatting cabbies! What bugs three wealth managers
Pub Club: At Singer Tavern with Rathbones' Robert Szechenyi
Office Spotlight: Standard Life Wealth, Bristol
MPS Investment Committee: Simon Doherty, Quilter Cheviot
Pub Club turns Kebab Club with Dan Adams, Psigma Investment Management
A day in the life of: Antony Keen, PM+M
MPS Investment Committee: LGT Vestra on where the risks lay in 2018
Office Spotlight: Rowan Dartington, Leeds