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:
- Moola sale: a confused client's perspective 1
- Why wealth managers need to find fintech partners
- What sets Quilter apart from SJP, Brewin and Rathbones? 3
- 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
Killingbeck to step down as WH Ireland CEO
He will be replaced by Philip Wale, who will take over as chief executive officer elect from 1 August.
- Revealed: what products wealth managers want
- Thursday Papers: Google hit with record €4.3bn fine
- Overnight Markets: US stocks edge higher on strong earnings
- Take our allocation survey to win £100 in John Lewis vouchers
- Jacob Rees-Mogg boutique unveils frontier markets fund
- Inflation shock hits pound but drives FTSE higher
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
A round of golf with Mary Coughlan
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
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