Wealth Manager - the site for professional investment managers

Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Office Spotlight: Whitechurch Securities, Bristol

Office Spotlight: Whitechurch Securities, Bristol

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
a visit.

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: 

Would your office like to feature in Office Spotlight? If so, email Eleanor on emahmoud@citywire.co.uk

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Your Business: Cover Star Club

Profile: Kevin Doran's formula for success at AJ Bell

Profile: Kevin Doran's formula for success at AJ Bell

From a degree in theoretical physics to teaching and becoming one of the youngest chief investment officers in the UK, Kevin Doran has certainly had an interesting career.

Wealth Manager on Twitter