Member Article

Bartlett Wealth Management portfolio value hits new nine-figure milestone

Leeds-based Bartlett Wealth Management is celebrating a new milestone after reaching £100m-worth of assets under management in its Performance Matters and Straightforward Wealth portfolios.

The firm, which recently celebrated its 50th year in business last year, saw £18m of new money invested over both portfolios in the financial year to September 2015, £3m more than the previous year.

Bartlett Wealth Management, who are part of the Bartlett Group, are hoping to build on the figures even further this year and are forecasting £22m of new money this financial year.

Funds selected for the firm’s managed wealth portfolios are chosen by the Bartlett Investment Committee, founded in 2008, which meets monthly to analyse economic events and market statistics.

David Bates, Head of Wealth Management, said: “In this challenging economic environment, we believe that clients value, more than ever, a straightforward and easy to understand yet effective advice service.

“We are forecasting further growth and will be recruiting the right individuals to help maintain this momentum.”