Wealth Manager - the site for professional investment managers

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Office Spotlight: Myddleton Croft Investment Managers, Leeds

Office Spotlight: Myddleton Croft Investment Managers, Leeds

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 emahmoud@citywire.co.uk 

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
CIO Tapes 2: two warnings and a lot of optimism

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

Play Wealth Manager Retreat 2017: size isn't everything

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.

1 Comment Play CIO Tapes - part 3: 'passive funds are anti-capitalist'

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.

Read More
Your Business: Cover Star Club

Profile: Thomas Miller explains its post-restructure plans

Profile: Thomas Miller explains its post-restructure plans

Thomas Miller Investment’s (TMI) head of wealth Matt Phillips has strong opinions about many things

Wealth Manager on Twitter