Average portfolio size: £450k
Assets under management (group): £527 m
Number of staff: 16
Number of clients: 1200
Top three fund picks:
- Murray International Investment Trust
- Artemis US Extended Alpha
- GLG Undervalued Assets
Q&A with Simon Scott-White, branch manager, Charles Stanley, Oxford.
What is your typical client demographic?
We cover a large geographic area and our clients are predominantly private clients. However, due to our prime location and history, we also have the pleasure of looking after a number of local charities, trusts and corporate clients. We are able to provide our clients with a full overview of their assets and provide intergenerational planning as well.
What differentiates your region?
We are fortunate to be located in such a historical city which is surrounded by universities, new spin out companies and up-and-coming technology firms. We understand that our clients lead busy lives and are able to adapt to meet all their individual and specific needs.
What challenges are facing your local area?
Traffic! Roadworks and the concentration of vehicles makes travel rather tedious at times. Luckily for us we are situated just outside of the City centre which cushions the blow, both for clients coming to visit us and for us in getting out across the region to meet them.
Bullish or bearish?
It depends on the geographic location. The UK market is looking cheap, therefore there are theoretically more opportunities and there are more reasons to buy than to sell at present. Some of our European counterparts are also looking attractive at these levels. We remain optimistic over opportunities.
What is the best thing about living in your region?
Oxford is steeped in history and draws people here from all over the world every year, whether to study or on vacation. It’s a beautiful city with lots to see and do and offers a multitude of experiences and places to explore.
What is a typical saying in your region?
Not a saying as such, but nine million tourists can’t be wrong! Every year, tourism numbers increase, and it’s not hard to see why – beautiful countryside surrounding dreaming spires. It really is breathtaking.