In bristol for: 5 years
Number in team: 20
Office clients: 700
Group assets under management: £39 bn
Are you bullish or bearish? Reasonably bullish about the market and very bullish about the local opportunity for the office
Top three picks:
• Aberforth Smaller
• Personal Assets Trust
• Perpetual Income and
Q&A with Tom Miller, head of Bristol office, Brewin Dolphin, Bristol:
What is your typical client demographic?
We do not have a typical client. As we are able to bespoke our management, and so we can cater for the intricacies that make each client an individual. We work with private individuals, trusts, charities and corporates. We also provide investment solutions for financial advisers to help with their clients.
What differentiates your location?
Bristol has strong roots in entrepreneurship, aerospace and financial services. The city has changed markedly through significant investment and improvement over the 15 years I have lived here. As well as its commercial strength, the city retains a friendly and approachable atmosphere.
What challenges are facing your area?
The short-term impact of Brexit is still unknown, which presents uncertainty, and locally we are not sheltered from this.
What’s the best thing about living in your area?
The people. I believe you will struggle to find a better and friendlier group. Couple that with the easy access to beautiful countryside and coastline and you have a great standard of living.
What’s a typical regional saying?
There are many to choose from. ‘Proper job’, meaning something done well.
What is your office motto?
Brewin Dolphin is one of the UK’s leading wealth managers. Our aim locally is to be the wealth manager of choice for those seeking personalised financial management.
Asset allocation chart of a typical balanced portfolio:
- The Speirs & Jeffrey eight set for bumper Rathbones payday
- FCA Mifid probe should address research 'conflicts'
- The existential crisis facing wealth managers 1
- 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
FTSE falls as oil decline offsets infrastructure rally
A £1.4 billion bid approach for John Laing Infrastructure provides excitement while Hargeaves Lansdown slides after City watchdog proposes ways to give investors more value for money.
BNY Mellon Investment ManagementA healthier future? How current spending patterns could point the way
- BlackRock earnings climb as investors pour in $20bn
- The US economy can steamroll a whole lot more bad news
- 50 Economics Classics: Das Capital 1
- Hedgie robo targets institutional and private client cash
- Mandatory equity lock-ups to tackle executive rewards for failure
- Monday Papers: US rejects Europe’s plea for relief from Iran sanctions
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.
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.
Profile: why this Brewin manager went solo before hitting 30
More and more wealth managers are striking out alone, but few have the bottle to attempt this in their 20s
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
The Dee and the Dolphin: catching up with Brewin Dolphin in Aberdeen
Pub Club: With Tcam's Mark Little at De Hems (sort of)
MPS Investment Committee: Jordan Sriharan, Thomas Miller Investment
Office Spotlight: WHIreland International Wealth, Isle of Man
World Cup 2018
MPS Investment Committee: Tom Becket, Psigma Investment Management
Office Spotlight: Brown Shipley, Edinburgh
Anything but standard - island life with Standard Bank Jersey