Date office opened: 2002
Assets under management: £545 million
Number in team: 14
Office clients: 1046
Average portfolio size: £520k
Top three fund picks:
First State Asia Pacific
Q&A with Andrew Aitken, head of Yorkshire office, JM Finn, Leeds:
What is your typical client demographic?
We have a wide range of clients, including successful families, charities and trusts. The common thread is that they all want direct access to their investment manager.
What differentiates your region?
We are a large geographical area made of many separate communities, each with their own unique identity. More than other regions, I think this creates a diverse mix of entrepreneurial businesses and also challenges us when working with clients from across the region. However, we are fortunate at JM Finn to have a fantastic IT team allowing our investment managers to work from anywhere.
What challenges are facing your area?
A history of under-investment in infrastructure.
What’s the best thing about living in your area?
The countryside, the vibrancy and diversity of our cities and the economic success.
What’s a typical regional saying?
There are many well-known Yorkshire sayings, most of which don’t reflect the region today. I’d say “Welcome to Yorkshire”.
Are you bullish or bearish?
Asset allocation of a typical balanced portfolio:
- Smith & Williamson's Rupert Phelps: entrepreneurialism in the next generation
- Martin Gilbert: Three lessons I learned from the crisis
- My first 100 days as CEO of Beaufort Investment Management
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- Aston Martin's £5bn float: style over substance? 1
- ETF veteran issues fund firms three year warning 1
- Secret CEO: after week of drama, where next for Turkey? 2
Investor confidence in UK drops beneath 2008 low
Retail investors are feeling more fearful than at any point in the last 23 according to Hargreaves Lansdown.
- Jupiter launches multi-asset income fund for Tailb Sheikh
- May knocks pound with plan to reject new Brexit offer
- Five stocks Smith & Williamson duo shorted in the great crash
- Should DFMs look outside the sector for leaders?
- James Hambro hire reunites Quilter vets for regional push
- BlackRock launches fintech fund in thematic expansion
James Anderson: my great fear and hope for the next 10 years
Co-manager of Scottish Mortgage Trust says the financial world has not changed since the banking crisis but predicts the next decade will bring unprecedented upheaval in all areas of the market.
What wealth managers told clients the day Lehmans went bust
We asked wealth managers to go back in time at Citywire North as the 10-year anniversary of the Lehmans collapse approached.
Citywire North: video highlights
We present the highlights from our annual wealth event at Rudding Park in Harrogate.
Profile: UBS' new UK boss on her plans to win wealth
UBS’s wealth arm might be the fourth biggest in the UK, but it still has only 4% of the market share, says incoming boss Eva Lindholm
Pub Club with Stephen Jacques, Tilney
MPS Investment Committee: Will Dickson, P1 Investment Management
Breakfast Edition: At Dishoom with Parmenion’s Andrew Gilbert
Private Banking Insight: Liz Bottomley, Arbuthnot Latham
MPS Investment Committee: Christopher Aldous, Charles Stanley
On The Road Challenge: tackling an escape room with MCM's Nick Welsh
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