Corporates

Corporates

Corporates

A trusted investment partner

As long-term stewards of your capital, we appreciate the importance of understanding your needs thoroughly. We ensure that your investments are tailored to your investment objectives, risk appetite and investment time horizon. 

Through our high level of personal service, we ensure you have access to the team handling the day-to-day management of your investments. 

We can also assist corporates with the management of small self-administered pension schemes (SSASs).

Corporates team

William Mellor

Investment Director

William Mellor

Investment Director

Will joined Barratt & Cooke in January 2003 after graduating from the University of Bath with a degree in Economics. In 2012 Will was appointed as our Investment Director and joined the Board of Barratt & Cooke in April 2014. Will is a Chartered Fellow of the Chartered Institute for Securities & Investment.

As Investment Director Will has overall responsibility for our investment policy and manages client portfolios with a particular emphasis on charities, high net worth individuals and pension funds.

Outside of work commitments, Will enjoys playing golf, is a Patron of Norwich-based mental health charity Eating Matters and is a trustee of two grant making charities.

Harry Dodds

Investment Manager

Harry Dodds

Investment Manager

Harry joined Barratt & Cooke in 2019, having begun his career with an independent financial advice firm, where he obtained his initial investment management exams. Prior to this, Harry graduated from the University of Nottingham with a degree in Industrial Economics and Insurance. He is a Chartered Member of the Chartered Institute for Securities & Investments.

After joining Barratt & Cooke, Harry completed his investment management exams, winning two regional awards in the process; he also holds the certificate in Sustainable and Responsible Investment. He is a member of our investment management team, and his responsibilities include managing portfolios for private clients, pensions, and charities. Harry works closely with William Barratt, William Mellor and Edward Sidgwick, whilst also sitting on the Barratt & Cooke charity committee.

Out of the office, Harry is a keen sportsman. Whilst rugby was his first passion, Harry is now more focussed on games of cricket and golf when the opportunities arise.

Investment services

Bespoke portfolio management

Discretionary management with a dedicated investment manager, delivering a bespoke direct equity-focused portfolio. Our Bespoke Portfolio Service is aimed at clients with a minimum investment of £400,000.

Fund Portfolio Service

A discretionary fund management offering, the WS Opie Street funds ensure a comprehensive and diversified investment solution. The range consists of three funds with varying risk profiles and investment objectives. Our Fund Portfolio Service is aimed at corporates with a minimum investment of £100,000.

Ethically aligned investing

For clients who want to ensure their portfolios are aligned to their ethical values, we can integrate environmental, social and governance (ESG) factors into their investment strategy. Our ESG Portfolio Service is aimed at clients with a minimum investment of £400,000.

How we invest

We manage equity-focused portfolios with the aim of compounding your wealth over time. We aim to achieve outperformance over the long term, by seeking businesses of a high quality, that we believe can deliver enduring returns. Understanding your needs, appetite for risk and time horizon forms the foundation of our investment approach.

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Newsletter – January 2024

Persto et Praesto...

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