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
- 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
- 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
- Asia stocks decline as investors await China data
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