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Office Spotlight: Quilter Cheviot, Birmingham

Office Spotlight: Quilter Cheviot, Birmingham

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:

 

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