Date office opened: 1996
Number in team: 8
Office assets under management: £250 million
Average portfolio size: £450k
Top three fund picks:
Baillie Gifford Emerging Market Leading Companies
Oyster Continental Euro Select
Hg Capital Investment Trust
Q&A with Giles Marriage, office director, Thesis Asset Management, Lymington:
What is your typical client demographic?
Over 50s, retirees and their families, as well as Sipps, trusts and charities.
What differentiates your region?
Clients want local advice – for some even a trip to Bournemouth or Southampton is too far.
What challenges are facing your area?
More demand for retirement living spaces within local towns. More flats are being built, leading to increased pressure on
traffic and healthcare.
What’s a typical regional saying?
'I go slow for ponies.'
What’s the best thing about living in your area?
The Solent, the New Forest – all on your doorstep.
What is your office motto?
'The only way is Wessex.'
Bullish or bearish?
Bullish on UK domestic stocks, financials, emerging markets and infrastructure; bearish on gilts and corporate bonds.
Asset allocation of a 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?
Saturday Papers: RBS records first profit in a decade
And rebels press May with demand for UK to stay in customs union with EU.
- 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
- Women at Barclays paid half men's salaries
- 15 reasons to back commodities
- Barclays makes Scotland hire after Julius Baer raid
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