In Glasgow for: 12 yrs
Average portfolio size: £500,000
Number in team: 15
Office clients: 6600
Group assets under management: £7.8 billion
Are you bullish or bearish? Cautiously optimistic, but definitely short-term more bearish.
Top four fund picks:
- Fidelity UK Opportunities
- Polar Capital Healthcare Opportunities
- Baillie Gifford Japanese
- CREIT and the Mattioli Woods Structured Products fund
Q&A with George Houston, senior technical and development manager, Mattioli Woods, Glasgow:
What is your typical client demographic?
Our individual wealth management clients are spread across a wide age and career stage range; this is perhaps a function of the close relationship that exists between the wealth management and employee benefits teams.
The latter offers consultancy to a number of large employers across a range of benefits options. Many of their employees look to us to provide individual advice, which we can facilitate through our wealth management consultancy team.
What differentiates your location?
Our large office in Glasgow allows us to tap into the talent in the central belt of Scotland and to recruit the right people who fit our ethos and culture.
With a growing number of offices, our technology is built to facilitate a flexible workforce who can work from anywhere in the country. This has proved invaluable in recruiting specialist support staff where there has been a lack of supply elsewhere.
What challenges are facing your area?
We doubled our office space this year which allowed us the opportunity to overcome an increasing ‘lack of space to grow’ challenge. Glasgow has changed so much over the years. It continues to develop as a great
and confident city and is a great place to do business.
What’s the best thing about living in your area?
As a Glasgow lad born and bred, I have to say it’s the people – warm and friendly with a great sense of humour. I’m told the shopping is decent too.
What’s a typical regional saying?
The options are endless. I’ll keep it clean and go for: “Did ye, aye!?”
What is your office motto?
Our investment motto is ‘conviction with agility’.
Asset allocation of a typical balanced portfolio:
Get in touch with the On the Road team if your office would like to feature in Office Spotlight.
- Moola sale: a confused client's perspective 2
- Why wealth managers need to find fintech partners
- 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
- FCA Mifid probe should address research 'conflicts'
Saturday Papers: GSK board considers break-up of group
And trade war fears escalate as Trump renews attack on China, the EU and the Fed.
- FCA quizzes 152 firms on 'high risk' investment activity 3
- Moola sale: a confused client's perspective 2
- Majedie's Brass: the case to back banks as Trump tears it up
- Albert Edwards: trade wars distraction from real problems
- Better with age? Our exclusive study on fund manager experience
- FTSE edges higher on Unilever gains as pound falls
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.
CEO Tapes: Buxton to Gilbert - ‘my Glencore quandary’
Do not miss the first two minutes of this film as Richard Buxton shares how he has been challenged by a client for owning shares in a certain company.
Profile: why this Brewin manager went solo before hitting 30
More and more wealth managers are striking out alone, but few have the bottle to attempt this in their 20s
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
The Dee and the Dolphin: catching up with Brewin Dolphin in Aberdeen
Pub Club: With Tcam's Mark Little at De Hems (sort of)
MPS Investment Committee: Jordan Sriharan, Thomas Miller Investment
Office Spotlight: WHIreland International Wealth, Isle of Man