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.
- Are shareholder meetings a ‘waste of time’?
- Secret CEO: wealth managers should be 'closet tracker' police
- ‘To save money, you have to spend money’
- How did FCA decide on the 'closet tracker 64'? 3
- How attractive would a unified Korea be to investors?
- You're hired! But why exactly?
- Standard Life Aberdeen: 'rapid move to a simple future'
Heartwood poaches two young stars for investment team
Alistair Campbell has joined from Sarasin while Nikki Howes has joined from JP Morgan.
Boutique tapes: if you want a Ferrari, you have to pay for it
In the second part of our four-part series, boutique bosses are asked how they can justify the fees charged by active managers.
Kames' A-rated Goddin: how investing in games has changed forever
Neil Goddin sees investing in computer games as having changed forever as the companies become much less cyclical.
Video exclusive: Ed Balls praises FCA for investor confidence
Former shadow chancellor Ed Balls has credited the growing confidence of retail investors to the FCA's approach to regulation.
Profile: why GWM believes in life after Lloyds
Lloyds Private Banking duo Chris Payne and Tom Milson left the company two years ago after deciding to act on their belief that ‘we could do it better’
MPS Investment Committee: Piers Cushing, Plurimi Wealth
Office Spotlight: Quilter Cheviot, Belfast
Walking with Wealth Managers: Lorne Baring of B Capital
Pub Club: At Shakespeare's Globe with Sanlam's Cynthia Bowring
Wealth managers and IFAs join forces for the 'Girls Speak Out' appeal
MPS Investment Committee: Jonathan Webster-Smith, Brooks Macdonald
Office Spotlight: JM Finn, Leeds
MPS Investment Committee: James Horniman, James Hambro & Partners
Office Spotlight: Walker Cambria, Swansea
Pub Club: A slightly unusual one with Liz Bottomley and StJohn Gardner, Arbuthnot Latham
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