Experienced investment partners
Working closely with you, we appreciate the importance of understanding your beneficiaries’ needs. With a dedicated trust team and significant experience of partnering with trustees, we can develop a strategy suited to your return, risk and ethical requirements, while guiding you through the complexities of managing the trust’s administration.
Trust team
Nicholas Burrows
Investment Manager Nicholas Burrows
Investment ManagerNicholas joined Barratt & Cooke as a graduate trainee in 2019 and has been an investment manager since 2022. Nicholas has a master’s degree in economics from the University of East Anglia and is a Chartered Member of the Chartered Institute for Securities & Investment.
Nicholas began his career assisting with client-related matters within our Trusts team, giving him a thorough knowledge of markets, trusts and the firm as a whole. As an investment manager, Nicholas works closely with Alastair Jackson and is now responsible for day-to-day management of client portfolios, with a particular focus on private clients and trusts. Nicholas is also responsible for oversight of ESG collective investments and assists with fixed income investment research.
Nicholas lives in Norwich with his wife and enjoys playing piano and spending time outdoors in his spare time.
Alastair Jackson
Associate Director Alastair Jackson
Associate DirectorAlastair joined Barratt and Cooke in 2008 after graduating from the University of York with a degree in Economics. He started his career in the dealing department before joining the investment management team in 2012. Alastair is a Chartered Fellow of the Chartered Institute for Securities and Investment and became an Associate Director in October 2020.
Within our investment management team, Alastair works closely with Nicholas Burrows, focusing on the management of trust portfolios and assisting legal representatives and beneficiaries with the distribution of estates. Alongside his involvement with trusts, Alastair also manages investments on behalf of private investors and charities.
Outside of work Alastair enjoys spending time with his young family, being in the Norfolk countryside and is an avid sports fan.
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.
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.
Featured Insight
October 05, 2024 newsletter