The On the Road team ventured North of the border and kept us up to date with their findings.
Dear Wealth Manager,
The On the Road team took off from drizzly, grey London, flew all the way to Aberdeen and (surprisingly) landed in glorious sunshine.
‘The Granite City’ has been dominated by the oil industry, and despite the downturn in oil prices that took hold in 2014, the wealth management community in the city remains buoyant.
We met with Alan Cockburn, divisional director of investment management at Brewin Dolphin.
‘Brewin Dolphin has been a part of the Scottish community for 200 years, and today we have a network of four offices in Aberdeen, Dundee, Edinburgh and Glasgow,’ he explained.
‘We continue to provide a quality, bespoke service for our thousands of Scottish clients, which is geared at helping them to achieve their financial goals.’
After a dinner of beef stew, it was early to bed ready for our train to Dundee the next morning.
The ‘On the Road’ Team
While Libby headed to Edinburgh, Eleanor and I took the train from Aberdeen along the stunning coastline to Dundee.
We met Thorntons Investment Management’s Jeremy Dufton who is head of discretionary management. He described the role their office plays in the Scottish wealth management community as: ‘A small but increasing one, a reminder that there is life outside Edinburgh.’
Dufton told us what some of the best bits about living here are.
‘The sky up here takes your breath away. And Dundee is a city on the up, with the V&A Museum of Design set to transform the waterfront and the cultural life of the city’, he said. He’s also partial to fish and chips from Tailend in St Andrews!
Bye for now,
Suzie and Eleanor
Greetings from Edinburgh!
It has been a busy morning. Amongst the host of meetings I had, I spoke to Alexandra Keep, investment manager at Cornelian Asset Managers. Keep said the firm, founded in 1992, ‘demonstrates how dynamic independent investment companies can thrive north of the border’.
Walking past the castle, it is hard not to fall in love with Edinburgh, something Keep agreed with.
‘The best thing about living in Edinburgh is my daily walk to work up from Stockbridge through the New Town with its striking architecture,’ she told me.
Over lunch with Brian O’Connor, managing director of North Capital Management, he echoed this sentiment.
‘Having spent some time living and working in London, the ability to be back home in Gullane and surrounded by some of the best golf courses and beaches in the world, within 40 minutes of leaving the office is pretty hard to beat,’ he said.
It was a shame I had to leave really!
Last stop – Glasgow!
The city was buzzing and the wealth management industry is also well revered.
Alistair Cumming, senior investment director at Investec Wealth & Investment gave us an insight.
‘Glasgow is the largest city in Scotland and the third largest in the United Kingdom and remains a very competitive city in which to do business,’ he said.
As well as catching up with Cumming, we spoke to Adam & Company’s investment director, Stuart Dickson.
‘We are the only Scottish-based provider of banking, financial advice and investment management under one roof,’ he told us.
‘Glasgow is fantastic for shops, restaurants, concerts and sports’, he continued. ‘If it all becomes too much, you can also get to the countryside easily – Loch Lomond is only 15 miles away,’ he added.
Boarding our flight home, we said a sad goodbye to sunny Scotland. But not long now until we’re back for Citywire Scotland on 15-16 June at Gleneagles.
Thanks for having us!
The ‘On the Road’ team