Date office opened: 2013
Number in team: 6
Number of clients: 360
Office assets under management: £310 million (£6.8 billion managed by SLW group, as of 30 June 2017)
Average portfolio size: £800k
Top three stock picks:
Dechra Pharmaceutical (UK pharmaceutical)
Treasury Wine Estates (Australian consumer staples)
Activision Blizzard (US technology)
Q&A with Gregg Henderson (pictured), Tony Hollingbery and Jem Turrell - private client head & senior client portfolio managers respectively, Standard Life Wealth, Bristol:
What is your typical client demographic?
These vary from private clients to trusts/charities and institutions but are all similar in what they want from their investment manager: a high level of service, provided by a dedicated team, supported by a world class institutional investment resource.
We are seeing more clients who have transferred their pension benefits from their employer as we have investment solutions that meet a whole spectrum of client needs.
What differentiates your region?
Having long been associated with a thriving entrepreneur scene, Bristol recently hosted the sixth Festival of Female Entrepreneurs and continues to attract business talent.
The area also attracts a large number of people retiring to the area. We tailor our investment solutions therefore to match clients’ individual needs, whether this is aiming to maximise growth or income, or to target a specific return.
What challenges are facing your area?
Local mayor Marvin Rees recently commented in his State of the City address that Bristol is 'a wealthy city, and the only region outside the south east to make a net contribution to the Treasury', but remains a 'city of challenges'.
Various studies suggest Bristol will be one of the cities adversely impacted by Brexit, with economic output likely to decrease. This will obviously be a key test for the region, but one I’m sure the business community will successfully overcome.
What’s a typical regional saying?
‘That’s the badger’ means that’s the exact one; ‘where’s that to?’ means 'where is that?' and ‘alright me luvver’ is 'how are you?'
What’s the best thing about living in your area?
Bristol was recently named as the UK’s most desirable location in the Sunday Times. The South West is steeped in beauty, which is enjoyed by the young and old alike.
Whether it’s the great innovation being exhibited in local beer and cider production to the technology and engineering projects driving the region forward, it makes for an exciting, fun place to work and live.
What is your office motto?
We don’t have a motto as such; we’re an incredibly close team who take great pride in our ability to do the right thing for our clients.
Bullish or bearish?
Cautiously optimistic for the coming year.
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