In Leeds since: 2006
Average portfolio size: £250,000
Number in team: 8
Office clients: 400+
Assets under management: £98 million
Are you bullish or bearish? Cautiously positive, but we expect to turn more cautious in the coming months.
Top three fund picks:
River & Mercantile World Recovery fund
Polar Capital UK Absolute Equity fund
British Empire Trust
Q&A with Julie Jones, managing director, Myddleton Croft Investment Managers, Leeds:
What is your typical client demographic?
We don’t really have a typical client due to the variety of ages, client types and objectives.
What differentiates your location?
Leeds is a successful and large financial centre. Unlike London, it still feels like a community. Strong cross-business relationships exist between discretionary investment managers, financial advisers, lawyers and accountants.
What challenges are facing your area?
Poor IT infrastructure. The lack of significant broadband capability can impact on most businesses that need reliable connections.
What’s the best thing about living in your area?
Where do we start! There are the Yorkshire Dales and Yorkshire Moors; then there is the sports, beer, restaurants, theatres, cinemas, shopping and most importantly, the people.
What’s a typical regional saying?
‘Be reet’, meaning ‘everything will be fine’.
What is your office motto?
Clients come first.
Would your office like to feature in Office Spotlight? Email Eleanor on firstname.lastname@example.org
- Should wealth firms consider TV advertising?
- Data protection dilemma: how to tackle Mifid II and GDPR clash
- Polar Capital's Rochussen: 'You have to be ruthless'
- RLAM's Fox: Do androids dream of electric cars?
- Is it worth using ETFs to cut model portfolio fees?
- Socially-responsible ETFs grow but education still needed
- How wealth firms spend their profits
Reality bites for fantasy fund manager as Manek shuts down
Jayesh Manek is to close his perennial underperforming fund 20 years following its launch after he won successive fantasy fund manager competitions.
CIO Tapes 2: two warnings and a lot of optimism
Our group of leading asset management CIOs see a lot of opportunities – and overseas investors are buying UK too
Wealth Manager Retreat 2017: size isn't everything
We asked our delegates at the Wealth Manager Retreat what they think about the recent wave of consolidation in the industry.
CIO Tapes - part 3: 'passive funds are anti-capitalist'
Citywire recently gathered three of the UK's leading fund investment heads to discuss their hopes, fears and the issues that their jobs throw at them daily.
Profile: Thomas Miller explains its post-restructure plans
Thomas Miller Investment’s (TMI) head of wealth Matt Phillips has strong opinions about many things
Pub Club: At the Water Poet with BMO's Kelly Prior
Office Spotlight: Brooks Macdonald, Manchester
Made in the Midlands: the growth of boutique BRI Wealth Management
Pub Club: At The Cask & Glass with PortfolioMetrix
Coutts celebrate opening of Rwanda cricket ground
Office Spotlight: Casterbridge Wealth, Salisbury
Citigold client events with a difference
Investment Committee: Gary Stockdale, Vertem Asset Management
Pub Club: at the Oast House with Investec W&I Manchester head
Office Spotlight: Brewin Dolphin, Bristol
Investment Committee: Murray Asset Management keeping the consumer confident
ESG investing set to 'snowball'
London not a threat for Thesis AM Guildford
At The Jugged Hare with Laura Hobbs, Saunderson House
Office Spotlight: Quilter Cheviot, Birmingham
Investment Committee: Thesis' Hoggarth on currency
A day in the life of...Raymond James' Mark Parello
Office Spotlight: EQ Investors, London
Investment Committee: Samantha Dovey, Ravenscroft Investment Management
Pub Club: At The Malsters Arms with Harpsden's Ian Brady
Office Spotlight: TAM Asset Management Ltd, London