Wealth Manager - the site for professional investment managers

Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Office Spotlight: James Brearley, Blackpool

Office Spotlight: James Brearley, Blackpool

Date office opened: 1919

Number in team: 4

Number of clients: 181

Assets under management: £77.5 m

Average portfolio size: £425,000

Top fund picks:

• RIT Capital Partners

• Fundsmith Equity

• Jupiter European

Q&A with Brad Waring, investment manager at James Brearley, Blackpool (pictured below):

What is your typical client demographic?

We benefit from a wide range of clients, including all types of private clients (families, retirees, professional and high net worth), trusts, companies, Sipps and intermediary introduced business.

What challenges are facing your local area?

Employment and the average level of wages. We find parents are investing on behalf of their children and are increasingly drawing down on their investments to help with education and house deposits.

What is the best thing about living in your region?

Diversity. Living on the coast, in only a short drive you can be in the countryside. Having the excitement of the pleasure beach, piers and the Sandcastle Water Park, while 10 minutes away is the peacefulness and history of Lytham Hall and the surrounding area.

Bullish or bearish?

We are definitely more cautious than a year ago, however we have not turned bearish yet. Although a lot is priced into some valuations, on balance we remain more bullish at this time.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Citywire 20: Investec's du Toit on managing the 'jerk factor'

Citywire 20: Investec's du Toit on managing the 'jerk factor'

Investec boss Hendrik du Toit believes he has become far more decisive over the last 20 years, especially when it comes to managing 'jerk' factor.

Play Citywire 20: Hugh Young's bleak lesson

Citywire 20: Hugh Young's bleak lesson

In the latest video to mark Citywire's 20th birthday, Aberdeen Standard Investments Asia head reminisces about one of the toughest periods in his career.

Play IWD 2019 video: fund and wealth figures define diversity

IWD 2019 video: fund and wealth figures define diversity

To mark International Women's Day, we have spoken to a variety of top fund houses and wealth managers about their definition of diversity, and how they hope to achieve a more inclusive workplace.

Read More
Your Business: Cover Star Club

Profile: Richard Whitehead - 'In my 20s, I was very difficult to work with'

1 Comment Profile: Richard Whitehead - 'In my 20s, I was very difficult to work with'

Dart Capital boss Richard Whitehead is at a pivot point for the business, and looking back to assess where he is, as much as he is looking forward

Wealth Manager on Twitter