Key facts: Quilter Cheviot, Bristol
Date opened: 1998
Office clients: 2,700
Average portfolio size: £500k
Bullish/bearish: Bullish, but with a cautious eye on the European political calendar and the occasionally coherent rantings of The Donald.
Assets under management: £1bn
Number in team: 16
Top stock and fund picks:
1. Riverstone Energy
2. Old Mutual Gold & Silver
3. Eastspring Japan Dynamic
Q&A with James Rodgers, head of Quilter Cheviot's Bristol office.
What is your typical client demographic?
We look after a very broad base of clients with a myriad of circumstances and objectives.
What differentiates your region?
What challenges are facing your local area?
The younger members of the team are currently faced with rapidly rising property prices. This could be seen as a sign of increasing affluence, which could provide us with opportunities to engage with new clients over the coming months and years. Either that, or Bristol is viewed as another commuter city due to the upcoming high speed link with London.
What’s the best thing about living in your region?
The food. Bristol sports an incredibly vibrant food scene boasting two Michelin starred restaurants within walking distance of the office and a host of pop-up restaurants and bars at any given time. We are also spoilt for choice with a number of hidden cocktail bars around town.
What is a typical regional saying?
‘Gert Lush’ – defined by the Urban Dictionary as the highest form of praise that can be given to anything by a Bristolian.