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: