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:
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