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.
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