Date office opened: 2008
Assets under management (company-wide): £23 bn
Number in team: 6
Office clients: 750
Average portfolio size: £500k
Top three fund picks:
Vulcan Value Equity
Baillie Gifford Japanese Income Growth
Blackrock Asian Growth Leaders
Q&A with Nigel Crawford, executive director and investment manager, Quilter Cheviot, Belfast:
What is your typical client demographic?
We cater to a wide range of clients; whether someone has sold a business, inherited money or wants to pass on their wealth efficiently.
What differentiates your region?
The population of Northern Ireland is only 1.8 million. As a result, we have a very close-knit community and our business has been built on these solid relationships.
What challenges are facing your area?
With Belfast’s economy improving, there will always be new businesses looking to open here. We will inevitably be faced with strong competition, but a bit of healthy competition never hurt anyone!
What’s the best thing about living in your area?
The will of the people here. We are very determined and have a huge amount to offer. I think this will lead to great things in our region with the economy continuing to grow.
What’s a typical regional saying?
Dead on (Meaning: That’s great)
What is your office motto?
Hard work and integrity
Are you bullish or bearish?
Cautiously bullish. Equities will continue to outperform bonds, there will be more focus on global growth, and interest rates will probably rise further with inflation creeping up. Corporate earnings are also continuing to improve. Because of these factors we feel the market has further to go.
Asset allocation of a typical balanced portfolio: