Date office opened: 1998
Number in team: 2
Assets under management: £400m
Average portfolio size: £350k
Top three fund picks:
Chelverton UK Growth
Man GLG Continental European Growth
GAM Credit Opportunities
Q&A with Craig Brown & Samatha Owen (pictured below), associate directors & portfolio managers at Beckett Asset Management, Bury St Edmunds:
What is your typical client demographic?
Retired or close to retiring private clients.
What differentiates your region?
Diverse sources of wealth from a wide range of sectors such as tech and biotech, logistics, and agriculture to name a few.
What challenges does your area face?
As the town and the surrounding area grows it is a challenge to ensure development is sustainable and that infrastructure improves alongside the development.
What’s the best thing about living in your area?
Bury St Edmunds is a thriving market town steeped in history. Whether you prefer the beach, the race course, the forest, wide open spaces, or even heading to London, all of this is within arm’s reach of Bury St Edmunds.
What is a typical saying in your region?
Sorry, I got held up on the A14... again.
What is your office motto?
Experience. Trusted. Responsible.
Are you bullish or bearish?
Selectively bullish but expecting heightened volatility to persist.
Asset allocation of a typical balanced portfolio:
- A 17-year-old's perspective on Brexit 106
- Moola sale: a confused client's perspective 7
- What sets Quilter apart from SJP, Brewin and Rathbones? 3
- The Speirs & Jeffrey eight set for bumper Rathbones payday
- The existential crisis facing wealth managers 1
- Why Speirs & Jeffrey was forced to sell to Rathbones
- Erdogan seeks relief in prosecutions rather than sound policy
LGIM poaches Jupiter retail sales boss James Crossley
Crossley has been appointed head of Legal & General Investment Management's UK retail sales division.
- Overnight Markets: Wall Street gains as Turkish-crisis jitters ease
- The 10 most profitable sectors in the UK 1
- Tuesday Papers: Musk to take Tesla private with Saudi Money
- Overnight Markets: Turkey's plunging lira drags down Wall Street
- Musk touts Saudi backing for $72bn Tesla buyout 1
- Tour de Office: a spotlight on 10 UK wealth branches
Canada Life's CIO on why the Faangs could bite
He also speaks to his fears about the long-term effects of quantitative easing (QE).
Wealthify's Pearce: how online DFMs can build trust
In this video Cardiff-based Wealthify founder Michelle Pearce also discusses online DFM suitability failings and not being London-centric.
Citywire Scotland: how wealth managers use new tech
We caught up with a few wealth managers at our annual event in Gleneagles to find out what technological innovations they are employing across their businesses.
Profile: the continuing story of jonathanfry, minus Jonathan Fry
It had gone a bit quiet at Gale & Phillipson since its merger with multi-family office jonathanfry in 2015
On The Road Challenge: Blu Family Office serve up tennis challenge to Wealth Manager
On The Road Roundup
Pub Club: At the Phoenix with Simon-Evan Cook, Premier Asset Management
MPS Investment Committee: Alex Brandreth, Brown Shipley
A round of golf with Mary Coughlan, Redmayne Bentley
Pub Club: At the Vintry with WHIreland's Lawrence Cotton & Mark Burtenshaw
MPS Investment Committee: James Penny, TAM Asset Management
Office Spotlight: UBS Wealth Management, Edinburgh
Pub Club with Andrew Davies, LGT Vestra
On The Road Diary - Postcards from Leeds....
Office Spotlight: SG Kleinwort Hambros Bank
MPS Investment Committee: Andrew Morgan, Walker Cambria
Pub Club with James Horniman, James Hambro & Partners
Investment Trust Forum 2018
Office Spotlight: Canaccord Genuity Wealth Management, Guernsey
MPS Investment Committee: Jeremy Balfour-Melville, Malloch Melville Investment Managers
Next Generation Forum 2018
Pub Club with Andrew Rees, EQ Investors
MPS Investment Committee: Jason Day & Eric Louw, Standard Life Wealth
Office Spotlight: AJ Bell, Manchester
The key sustainable takeaways from WHEB AM's annual conference