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:
- The existential crisis facing wealth managers
- Why Speirs & Jeffrey was forced to sell to Rathbones
- Richard Colwell: fund management is a funny old game
- Wealth boom: where DFMs must improve by 2021
- Is meeting the fund manager a must? 4
- How to invest for the cities of the future
- Iress: how to build personal and suitable client relationships
Boutique rehires Tilney investment manager
Boutique wealth firm McCarthy Taylor has rehired Joe Goddard-Howe as a financial planner and discretionary fund manager.
- 50 Economics Classics: the Big Short
- UK households face £1,000 Brexit bill 2
- Cohen & Steers launches UK fund for $1.2bn real asset star
- Monday Papers: US banks poised for $170bn in shareholder payouts
- Asia stocks fall after US-China trade tensions escalated
- Sunday Papers: Coca-Cola and Heinz in £3bn battle for Horlicks
CEO Tapes: Buxton to Gilbert - ‘my Glencore quandary’
Do not miss the first two minutes of this film as Richard Buxton shares how he has been challenged by a client for owning shares in a certain company.
CEO Tapes: the huge opportunities for asset managers
From tech disruption, retirement and poaching, the CEO discuss the opportunities for their businesses in this episode.
CEO Tapes: 'we're just a bunch of white dudes sitting here'
In our brand new series, eight CEOs discuss how the industry could do a better job for female fund managers.
Profile: how to go from no funds experience to head of a firm in a year
Yariv Haim is a man who seems to like a challenge
World Cup 2018
MPS Investment Committee: Tom Becket, Psigma Investment Management
Office Spotlight: Brown Shipley, Edinburgh
Walking with Wealth Managers: David Miller of Quilter Cheviot
Anything but standard - island life with Standard Bank Jersey
Sanlam Group celebrates its 100th birthday - here's what they've been up to
Citywire triumph at Stamford Bridge
Office Spotlight: Brooks Macdonald, Cardiff
MPS Investment Committee: Andrew Morgan, Walker Cambria
Pub Club: At The One Bull in Bury St Edmunds with Beckett Asset Management
Office Spotlight: Quilter Cheviot, Salisbury
MPS Investment Committee: Jeremy Balfour-Melville, Malloch Melville Investment Managers
Business Tree: JM Finn, Bury St Edmunds
Walking with Wealth Managers: Julie-Ann Ashcroft of Standard Life Wealth
Meet Wealth Manager's latest recruit: Katie Gilfillan
MPS Investment Committee: Jason Day & Eric Louw, Standard Life Wealth
A day in the life of: AJ Bell's Russ Mould
Office Spotlight: Brewin Dolphin, Glasgow
Pub Club: At Balls Brothers with Charles Stanley's latest recruits
Thamesis’ Paul Reynolds rides for charity in Bums on Bikes challenge
MPS Investment Committee: Jordan Sriharan, Thomas Miller Investment