Date office opened: 1996
Number in team: 8
Office assets under management: £250 million
Average portfolio size: £450k
Top three fund picks:
Baillie Gifford Emerging Market Leading Companies
Oyster Continental Euro Select
Hg Capital Investment Trust
Q&A with Giles Marriage, office director, Thesis Asset Management, Lymington:
What is your typical client demographic?
Over 50s, retirees and their families, as well as Sipps, trusts and charities.
What differentiates your region?
Clients want local advice – for some even a trip to Bournemouth or Southampton is too far.
What challenges are facing your area?
More demand for retirement living spaces within local towns. More flats are being built, leading to increased pressure on
traffic and healthcare.
What’s a typical regional saying?
'I go slow for ponies.'
What’s the best thing about living in your area?
The Solent, the New Forest – all on your doorstep.
What is your office motto?
'The only way is Wessex.'
Bullish or bearish?
Bullish on UK domestic stocks, financials, emerging markets and infrastructure; bearish on gilts and corporate bonds.
Asset allocation of a balanced portfolio:
- 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
- A teenager's view of the 'incomprehensible' student debt problem 1
The UK's least and most popular banks
An independent survey rates the quality of service among the UK's 14 leading lenders.
- Overnight Markets: Wall Street drops as trade worries continue
- FTSE tumbles as miners reel from commodities crunch
- Alpha female focus: top performing mixed-gender fund teams
- FCA investigation costs help push deVere UK to £1.2m loss
- Pay gap: what seven women FTSE CEOs earned in 2017 2
- Wealth Manager Top 100 2018: two weeks left to enter!
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