Wealth Manager - the site for professional investment managers

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Office Spotlight: Walker Crips, Birmingham

Office Spotlight: Walker Crips, Birmingham

Date opened: March 2013

Office clients: 810

Average portfolio size: £231k

Bullish/bearish: Cautiously positive

Office AUM: £187 million

Group AUM: £3.9bn

Number in team: 9

Top stock and fund picks:

1. Aberdeen Diversified Income & Growth Investment Trust

2. Perpetual Income & Growth Trust

3. Henderson Smaller Companies Investment Trust

Q&A with Clive Duckitt, investment director and head of Walker Crips' Birmingham office.

What is your typical client demographic?

All our clients are different. We pride ourselves on our personal service and as there is no typical client, all investment portfolios are tailored to meet their needs. Clients include private investors with small to large portfolios, their Isas, Jisas, pension portfolios and family trust investments. Our clients also include charities and small companies.

What differentiates your region?

Well located in the centre of the country, Birmingham has a thriving business community and is well-placed to attract clients from all walks of life from North, South, East and West.

What challenges are facing your local area?

The region will be exposed to economic and political challenges facing the entire United Kingdom as we prepare to negotiate our departure from the EU, while elections across Europe are an additional source of uncertainty.

What’s the best thing about living in your region?

Birmingham is a large, culturally diverse and thriving city with a growing business community, offering a new home to global corporations such as HSBC. For four years, it has been awarded the title of number one regional destination for start-ups. The city has good rail and road networks providing easy access to all regions, and with excellent access to more rural locations, it’s possible to live in a more peaceful environment without a long commute.

What is a typical regional saying?

Where there’s muck there’s brass.

What is your office motto?

Making investment rewarding.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Wealth Manager Retreat 2017: size isn't everything

Wealth Manager Retreat 2017: size isn't everything

We asked our delegates at the Wealth Manager Retreat what they think about the recent wave of consolidation in the industry.

1 Comment Play CIO Tapes - part 3: 'passive funds are anti-capitalist'

CIO Tapes - part 3: 'passive funds are anti-capitalist'

Citywire recently gathered three of the UK's leading fund investment heads to discuss their hopes, fears and the issues that their jobs throw at them daily.

Play CIO Tapes: do investors have it as good as it gets?

CIO Tapes: do investors have it as good as it gets?

Citywire gathered three of the UK's leading fund investment heads to discuss what they fear and what makes them cheer about the year ahead

Read More
Your Business: Cover Star Club

Profile: Rathbone's Newcastle boss on the road to £1bn

Profile: Rathbone's Newcastle boss on the road to £1bn

Starting from zero assets on day one, Rathbone's Newcastle team now looks after just over £400 million in clients money

Wealth Manager on Twitter