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Wealth Manager’s On the Road Christmas Jumper Lunch

Wealth Manager’s On the Road Christmas Jumper Lunch

It’s beginning to look a lot like Christmas jumpers!

Tilney’s Ed Allen and Clive Bullock, Investment Quorum’s Petronella West and Shard Capital’s Mike Hollings joined the On The Road team for a festive lunch at Citywire’s local, The Black Dog.

With dreadful cracker jokes, merry knitwear and tinsel a plenty, our wealth managers were tested with an unseasonably difficult quiz, eventually won by West after a dramatic tie-breaker.

Christmas spirit oozed from the table as we toasted our ‘good elf’ and put our guests under the Christmas spotlight for your reading pleasure!

What is top of your Christmas list both investment wise and personally?

Ed Allen: Investment-wise, rising short term UK bond yields please. Personally, socks. Could there be any more exciting combination?

Mike Hollings: Investment-wise I’d say get long MXN vs USD. Personally harder to say... but a Ferrari 275 GTB (4cam) would be nice!

A juicy orange and a fat lump of coal: your best and worst investments of the year?

EA: Juicy orange: buying FCPT (Foreign & Colonial Property Trust) on discounts of 20-25% post-Brexit. Coal: buying land securities too early pre-Brexit.

Petronella West: From a UK client’s perspective the juicy orange was having lots of exposure to US assets, bonds, equities and the US dollar. The fat lump of coal was having absolute return strategies which were absolutely awful.

A star is born: your predictions for the next rising star fund manager

Clive Bullock: We would like the idea of currency plays becoming more important and so a small outfit called RMG FX have come to our attention.

MH: I would say me (but I’m too long in the tooth) so I’d nominate PFP Wealth Management’s Tim Price.

Who are your three wise men (or women) of the year?

CB: Sepp Blatter/Sam Allerdyce/Donald Trump? Oh no sorry wrong quiz, I should have said John Wood (JO Hambro), Terry Smith, and of course our own Tilney sage Gareth Lewis!

PW: Peter Lowman, best CIO in the world; pensions expert John Reynolds; and Vito Faircloth, Investment Quorum’s newest adviser for being the youngest Fellow of the CII in history – part of the new brigade of financial planners.

Which fund is your dependable donkey?

EA: Troy Trojan has always been a stalwart when our ‘ass’ has been on the line.

MH: If a fund is dependable (truly dependable) I’d not call it a donkey... but I know what you mean. My nomination is Jupiter Absolute Return.

What have you put in your clients’ stockings this Christmas?

CB: In true Christmas style we’ve gone for gold, no frankincense or myrrh available so hopefully that will do nicely.

PW: Like the three kings some gold, infrastructure, and healthcare stocks.

What’s the best Christmas present you’ve ever received?

EA: Socks. No not really. Probably the Amiga 500 that Santa delivered in 1990. Amazing.

CB: Best pressie was a top of the range Go Pro. Totally unexpected and so even better as it wasn’t on my Santa list.

Will you be watching the queen’s speech?

MH: Eeeerrmmmm... No

PW: What’s Christmas without the Queens speech?

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