Date opened: 2010
Number in team: 9
Office clients: 500
AUM: £500 million (Birmingham office. Group AUM £6.8 billion)
Average portfolio size: £800k (for private clients and £3 million for charities)
Bullish/bearish: Cautiously optimistic for the coming year
Top stock and fund picks:
1. First Republic (US financial)
2. Halliburton Company (oil & gas exploration & production)
3. Covestro AG (basic materials)
Q&A with Gregg Henderson, private client head, regions, Standard Life Wealth
What is your typical client demographic?
Our clients vary significantly from private clients to charities and institutions. Recently, we are seeing an increased number of clients who have transferred their pension benefits from their employer, as we have investment solutions that meet a whole spectrum of client needs.
What differentiates your region?
Birmingham is often recognised as Britain’s second city and continues to thrive commercially. I was interested to read Irwin Mitchell forecasts that by the end of 2017, the value of the Birmingham economy will be £225 million larger than it was in the three months following the Brexit vote. Hopefully a positive sign of what lies ahead!
What challenges are facing your local area?
Regional politics is high on the agenda at the moment with some major changes to local government in the area. As with most areas, the budget is reducing and it will be a fine balancing act for the new mayor and the council leaders.
What’s the best thing about living in your region?
Birmingham’s central location is fantastic as it allows you the best of both worlds – a thriving city offering fantastic attractions and miles of canals, coupled with the opportunity to be in the countryside within 30 minutes.
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