Date office opened: 1996
Number in team: 8
Office assets under management: £250 million
Average portfolio size: £450k
Top three fund picks:
Baillie Gifford Emerging Market Leading Companies
Oyster Continental Euro Select
Hg Capital Investment Trust
Q&A with Giles Marriage, office director, Thesis Asset Management, Lymington:
What is your typical client demographic?
Over 50s, retirees and their families, as well as Sipps, trusts and charities.
What differentiates your region?
Clients want local advice – for some even a trip to Bournemouth or Southampton is too far.
What challenges are facing your area?
More demand for retirement living spaces within local towns. More flats are being built, leading to increased pressure on
traffic and healthcare.
What’s a typical regional saying?
'I go slow for ponies.'
What’s the best thing about living in your area?
The Solent, the New Forest – all on your doorstep.
What is your office motto?
'The only way is Wessex.'
Bullish or bearish?
Bullish on UK domestic stocks, financials, emerging markets and infrastructure; bearish on gilts and corporate bonds.
Asset allocation of a balanced portfolio:
- Income and unrated bonds: a match made in heaven?
- Smith & Williamson's Rupert Phelps: entrepreneurialism in the next generation
- Martin Gilbert: Three lessons I learned from the crisis
- My first 100 days as CEO of Beaufort Investment Management
- GAM meltdown: unrated bond alarm bells ring 4
- Aston Martin's £5bn float: style over substance? 1
- ETF veteran issues fund firms three year warning 1
Hawksmoor boardroom reshuffle
Senior investment director Andrew Foster has stepped down from the board of Hawksmoor and been replaced by senior fund manager Ben Conway.
- Pound jumps on retail resurgence and Brexit hopes
- Is Brexit reason for investors' lack of sustainability demand?
- Jeremy Lang: Ronaldo, Trump and entrenched belief systems
- 12 lessons a fund manager learnt on wealth roadtrip
- ‘Buy’ Woodford Patient Capital as a defence against a crash
- Wayne Rooney faces £6m tax bill as film scheme busts
Liam Halligan: the eurozone is about to implode
The economist and broadcaster told the Citywire Private Office Retreat he believes a potential implosion of the eurozone is the biggest threat markets face today.
James Anderson: my great fear and hope for the next 10 years
Co-manager of Scottish Mortgage Trust says the financial world has not changed since the banking crisis but predicts the next decade will bring unprecedented upheaval in all areas of the market.
What wealth managers told clients the day Lehmans went bust
We asked wealth managers to go back in time at Citywire North as the 10-year anniversary of the Lehmans collapse approached.
Profile: UBS' new UK boss on her plans to win wealth
UBS’s wealth arm might be the fourth biggest in the UK, but it still has only 4% of the market share, says incoming boss Eva Lindholm
Pub Club with Stephen Jacques, Tilney
MPS Investment Committee: Will Dickson, P1 Investment Management
Breakfast Edition: At Dishoom with Parmenion’s Andrew Gilbert
Private Banking Insight: Liz Bottomley, Arbuthnot Latham
MPS Investment Committee: Christopher Aldous, Charles Stanley
On The Road Challenge: tackling an escape room with MCM's Nick Welsh
On The Road Challenge: Blu Family Office serve up tennis challenge to Wealth Manager
On The Road Roundup
Pub Club: At the Phoenix with Simon-Evan Cook, Premier Asset Management
MPS Investment Committee: Alex Brandreth, Brown Shipley
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