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’s team

Alastair Jackson

Associate Director

Alastair Jackson

Associate Director

Alastair 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 Stephen Skinner and 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.

Stephen Skinner

Senior Investment Manager

Stephen Skinner

Senior Investment Manager

Having been a member of our investment team for over 25 years, Stephen has also reached the milestone of having provided private client advice for fifty years. As such, he has accumulated a considerable understanding of how individuals, trusts, charities or SMEs may wish to invest over the longer term.

Stephen’s career started with Barclays Bank Trust Company, where he developed a specialist knowledge of trusts and attorneyships, areas of expertise he has maintained since. Within our trust team, Stephen provides specialist advice on trusts and works closely with Alastair Jackson and Nicholas Burrows.

Stephen was a qualified member of The Institute of Bankers in the 1970s and is now a Chartered Fellow of the the Chartered Institute for Securities and Investment.

Outside of work, Stephen acted as Honorary Secretary to the Norfolk County Cricket Club for over thirty years, devoting nearly all his free time to cricket administration, or following Norwich City. Having made a well-deserved sporting retirement, Stephen now spends time with his wife and their dogs on Suffolk’s Heritage Coast.

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.

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Newsletter – January 2024

Persto et Praesto...

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