Date office opened: 2012
AUM (group): £42 bn
Top fund picks:
• Legg Mason Royce US Small Cap Opportunities
• Baillie Gifford Japanese Smaller Companies
• LF Miton UK Multi Cap Income
Andrew Wheeler, investment manager at Brewin Dolphin, Ipswich (pictured below):
What is your typical client demographic?
We work closely with the intermediary market across the whole of East Anglia. The region is typified by agricultural wealth, entrepreneurs, retired professionals and a burgeoning tech sector.
What differentiates your region?
East Anglia has a strong heritage in the insurance and financial sectors. In recent times, the region has started to attract businesses and entrepreneurs looking for a fantastic work life balance, but with the option of also being close enough to London and the economic links it provides to the wider world.
What challenges are facing your local area?
Increased competition, particularly within the intermediary market, where cash flows have been strong in recent years. We need to ensure that our service continues to evolve, particularly in this fast-paced digital world.
What is the best thing about living in your region?
East Anglia as a whole offers its residents a great work/life balance, with the region offering the added bonus of having the lowest recorded rainfall across the UK!
What is a typical saying in your region?
Bullish or bearish?
Overall, we are cautiously optimistic on the outlook for equity markets, and our portfolios reflect this view.
What is your office motto?
‘Expert, genuine, ambitious.’