Heritage Wealth
Heritage wealth is the marketing company for:
The top of the market investment team of Robert
Skepper at Charles Stanley, a leading London
asset manager and second largest brokerage and
investment House in the U.K. with 26 offices
nationwide. Charles Stanley PLC is quoted on
the London Stock Exchange main market.
The top of the market property expertise of
Richard Leetham and his team for London and
country house property in the U.K.
The speciality equine services of Jane Skepper
and her team at the Heritage Coast Stud for all
performance horse activities from Showjumping,
Eventing, Dressage, and Endurance riding.
Investment management
The investment management team is headed by Robert Skepper, Chartered fellow of the Chartered
institute of Securities and Investment. He is also a director of IVM Asia, an Asian fund management
group run out of HONG KONG. He has managed funds for families for more than 25 years. This is
carried out through Charles Stanley, (previously he was with Brewin Dolphin), where he is a senior
associate.
He is assisted by William Bancroft, who is a qualified investment manager and has been in the
business for six years, after a successful career in the army, having passed out of Sandhurst with the
second top honour, and the full back up of the highly regarded Charles Stanley research and
Investment department.
Poppy Skepper, aged 26 has now joined the team. She is a qualified chartered accountant. Also a
qualified ski instructor, and a keen rider and show jumper. After coming down from St Andrews,
where she graduated in mathematics and business studies, she won the post of a graduate trainee in
the Head Office finance department of J Heinz.
After successfully completing a year there she was offered the job of assistant to the finance director
of one of their leading manufacturing plants. She stayed for a further 18 months after which H.J.Heinz
was acquired by the legendary Warren Buffet`s interests in the U.S. and that factory was closed, and
her team there disbanded.
We also have secured the advisory services of Mervyn Douglas, aged 40, who has been a very
successful institutional fund manager, initially trained by First State in Edinburgh, then he managed
funds at Legal and General. Most recently he was with Aviva managing up to £1billion of assets
there. Apart from his excellent portfolio management skills, he brings extra institutional expertise in
dealing in large portfolios.
Robert Skepper`s book "A decade of stockmarket turmoil" outlines his strong belief that the simple
"long only" quality company investment approach has stood the test of time best, and overcome
everything that volatile and perverse stockmarkets can throw at it. That included the bursting of the
Tech bubble of 2000, the invasion of Iraq and the recession of 2003, and then in 2008 the almost
complete collapse of the Western financial system.
All other strategies have sooner or later come to grief, culminating in the notorious Hedge fund scam
of Madoff. He ended in jail, but that did not help his clients get back the $50 billion he relieved them
of.
The charts on the left show the performance of
a range of portfolios managed for clients by Robert
Skepper and his team during this period.
Property advice
We are very fortunate to have the services of Richard Leatham, a residential and estate property
specialist, who cut his teeth working for Knight Frank for a decade before becoming an independent
property advisor.
Richard, who was brought up at Burghley House, arguably the most famous country House in
England, has an unsurpassed knowledge of the country house and estate market.
In recent years he has also specialised in London property, where worldwide interest remains very
strong. London has now become the premier residential city in the world.
Equine advice
TBC