Individuals

Individuals

Individuals

A trusted investment partner

As long-term stewards of your capital, we appreciate the importance of understanding your needs thoroughly. We ensure that your portfolio is tailored to your investment goals, 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 offer a range of services to address different client requirements. We take responsibility for your entire portfolio, including general investment accounts, ISAs and SIPPs.

Individuals team

Sam Matthews

Associate Director

Sam Matthews

Associate Director

Sam joined the Barratt & Cooke team in 2006 and became an Associate Director in 2018. Sam is a graduate of the University of Exeter and a Chartered Fellow of the Chartered Institute for Securities & Investment.

He spent his initial years with the firm in the dealing team, before joining the investment management team in 2010. He has significant experience constructing and managing equity focused, multi-asset portfolios for private clients, charities and trusts.

Sam works closely with William Whitmore, Charles Temple-Richards and Paul Pearce, whilst also co-managing our WS Opie Street Funds offering with Edward Sidgwick. He is responsible for fixed income research and chairs the Barratt & Cooke charity committee.

Sam is married with two children and in his spare time enjoys spending time with his family and playing golf.

William Whitmore

Senior Investment Manager

William Whitmore

Senior Investment Manager

After graduating with a 1st Class Honours degree in Accounting & Financial Management from Buckingham University, William worked at Price Waterhouse before starting his stockmarket career in 1985 on the floor of the London Stock Exchange with Morgan Grenfell. He gained further experience with Laing & Cruickshank and Union Bank of Switzerland before joining Barratt & Cooke in 1998.

William is an experienced member of the Barratt & Cooke team and works closely with Sam Matthews, Charles Temple-Richards and Paul Pearce. He manages discretionary portfolios on behalf of individuals, trusts, charities and pension fund clients, and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

William is married with two grown up children, enjoys travelling, hillwalking, and French food & wine.

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 clients with a minimum investment of £20,000.

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.

AIM Portfolio Service

A discretionary service that offers exposure to a diversified portfolio of smaller UK-listed companies which offer attractive growth prospects, alongside the potential for Inheritance Tax (IHT) relief. Our AIM Portfolio Service is a supplementary service for those of our clients with significant bespoke portfolios.

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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