Years in Winchester: 50+
Group assets under management: £1.8 bn
Number in team: 30
Average portfolio size: £350k
Top three fund picks:
JP Morgan Japan
Henderson Global Technology
Aspect Diversified Trends
Q&A with Tim Bolton Carter, senior regional director (pictured) and Will Kendall, regional director, Rathbones, Winchester:
What is your typical client demographic?
Our clients are busy professionals, entrepreneurs, families, people in retirement and those just starting out in life. We also manage investments for charities, large and small.
What differentiates your region?
Winchester has lots of different market sectors and types of client, many of whom come to us via financial advisers or other professional intermediaries, such as solicitors and accountants. We also have a number of charity clients.
What challenges are facing your area?
Our relatively close proximity to London means we are often competing with London-based firms for local business. However, having a presence on the ground in Winchester is a key advantage for many of our clients. The local presence is also a huge benefit to employees, many of whom have worked in London but value the work/life benefits of being based closer to home.
What’s the best thing about living in your area?
Winchester has an ancient history, with links to the Romans, Alfred the Great, Jane Austen and John Keats, among others. We have one of the most iconic cathedrals in England and Winchester is regularly voted one of the best places to live in the UK. We are lucky to be near the coast, beaches and the beautiful Hampshire countryside of the South Downs National Park and New Forest. The city also has great transport links to London and the South West.
Are you bullish or bearish?
It is important to remember that global growth is still strong and inflation is still low. Across the G7, unemployment, personal income and industrial production are all still accelerating away from the trend, which means we are still in the expansion phase of the business cycle.
Although markets experienced a correction in February, it was heartening to see that risk appetite within equity markets has not disappeared.
While other economic growth indicators have been robust, some indicators of financial conditions have been sending a different signal – not outright bearish, but definitely rather less bullish. We are likely to continue to see volatility in the markets in the short term.
- A 17-year-old's perspective on Brexit 107
- Moola sale: a confused client's perspective 7
- What sets Quilter apart from SJP, Brewin and Rathbones? 3
- The Speirs & Jeffrey eight set for bumper Rathbones payday
- The existential crisis facing wealth managers 1
- Why Speirs & Jeffrey was forced to sell to Rathbones
- Secret CEO: after week of drama, where next for Turkey?
Credit Suisse reveals seven new roles in wealth shakeup
Credit Suisse has named new market leaders in a reorganization of its International Wealth Management (IWM) division.
- Friday Papers: Trade conflict could trigger currency war
- Overnight Markets: US stocks rise on planned US-China trade talks
- A teenager's view of the 'incomprehensible' student debt problem 5
- GAM troubles: 16 key dates as a crisis unfolded
- Buxton's OMGI hires slew of analysts
- Turkey tips emerging markets into bear territory
Canada Life's CIO on why the Faangs could bite
He also speaks to his fears about the long-term effects of quantitative easing (QE).
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.
Profile: the continuing story of jonathanfry, minus Jonathan Fry
It had gone a bit quiet at Gale & Phillipson since its merger with multi-family office jonathanfry in 2015
On The Road Challenge: Blu Family Office serve up tennis challenge to Wealth Manager
On The Road Roundup
Pub Club: At the Phoenix with Simon-Evan Cook, Premier Asset Management
MPS Investment Committee: Alex Brandreth, Brown Shipley
A round of golf with Mary Coughlan, Redmayne Bentley
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