In Bristol since: 1998
Average portfolio size: £3000-£300 million
Number in team: 6
Office clients: 4900
Assets under management: £400 million
Are you bullish or bearish? Sanguine
Top three fund picks:
Stewart Investors Asia Pacific Leaders
Newton Global Income
Odey Absolute Return
Q&A with Gavin Haynes, managing director (top), and Ben Willis, head of research (bottom), Whitechurch Securities, Bristol:
What is your typical client demographic?
The core of our clients are between 40 and 70, looking to maximise their investment and pensions capital pre-retirement or maximise their income post-retirement.
What differentiates your location?
Bristol is a hotbed for financial services and an important financial centre in its own right. Conveniently being only two hours from the capital means many a fund manager likes to come across for
What challenges are facing your area?
Rocketing house prices due to the droves relocating from London.
What’s the best thing about living in your area?
There is something for everyone: for example, you can enjoy the excitement of a vibrant, multi-cultural city but you can also lose yourself in several areas of outstanding natural beauty within an hour’s drive.
What’s a typical regional saying?
‘Gert lush’ is the highest form of praise that can be given to anything by a Bristolian.
What is your office motto?
Keep calm and carry on.
Typical balanced portfolio asset allocation:
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