Year office opened: 1994
Average portfolio size: £500k
Assets under management (group): £23.7 bn
Number of staff: 49
Number of clients: over 4,000
Top three fund picks:
- Scottish Mortgage Trust
- Polar Capital Automation and AI
- Investec UK Alpha
Q&A with David Jupp, head of Quilter Cheviot's Birmingham office;
What is your typical client demographic?
From successful entrepreneurs to junior ISAs; pension funds to charity funds; offshore to onshore; private clients to trusts; we cater for them all.
What differentiates your region?
Birmingham is the UK’s biggest city outside of London, and this year celebrates the 130th anniversary of its city status. We have a great entrepreneurial spirit here and are ideally situated in the middle of the country with great transport links, so we can easily access all parts of the UK.
What challenges are facing your local area?
The challenges we face are the same as the rest of the UK and Europe with the current uncertainty over Brexit. Amidst this time of change, we need to ensure we can capitalise on our strong brand and reputation among the wider professional community.
What is the best thing about living in your region?
The cost of living here is very affordable, and with the movement of blue-chip head offices to Birmingham, people can develop their careers without the expenses of living in the capital. There are also some fantastic universities around here and a variety of amazing sports venues. Our office is currently heavily involved in preparing for the Commonwealth Games which is heading to Birmingham in 2022, where we will be working with the Chambers of Commerce, Civic Society and Colmore Business District.
Bullish or Bearish?
Certainly optimistic as prices are a reflection of future earnings, which are holding up
What is a typical saying in your region?
Bostin’ (Translation- That’s brilliant!)