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Join us in seeing the world differently

As we enter this 2020 leap year, few things are certain, except continued uncertainty itself. Although the world economy will continue to grow, investors will need to navigate the headwinds of volatility in markets, geopolitics and asset valuations. Counterpoint challenges the conventional wisdom for navigating the current environment, which we believe merits your attention.

Created by potrace 1.15, written by Peter Selinger 2001-2017

Counterpoint

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Our investment identity

Purpose

Helping our clients make a difference to the world via the impact that their investments can make, over and above their financial return, is embedded in the core of our investment process.

1. Philosophy

We are always transparent in our beliefs and values, and always focused on positive client outcomes. We are clear and consistent in what we believe matters in building diversified portfolios.

3. Process

We have a disciplined, repeatable and transparent investment process that ensures all clients benefit from our best thinking, irrespective of where they are based or choose to be banked.

2. People

Our diverse team of experienced professionals is empowered to deliver the right solution for each client. Our people listen first and talk later. They add insight and reduce complexity.

4. Performance

We are accountable for the outcomes we deliver. We act consciously, carefully and decisively, and always explain the impact of our actions.

This web page is for information purposes only. It does not constitute investment advice and is not a recommendation for investment. The value of investments and any income from them may fluctuate and are not guaranteed. Investors may not get back the amount originally invested. Past performance is not a reliable indicator of future results. Currency fluctuations may cause the value of underlying investments to go up or down.

Think carefully before securing debt against your home, or your investments. Your home may be repossessed if you do not keep up repayments on a mortgage. Lombard Lending used for investment purposes increases investment risk and exacerbates losses. Our normal loan terms range from one to five years, although we will consider bespoke loan arrangements up to fifteen years. All lending is subject to qualifying criteria and assessed in line with Brown Shipley’s Credit Policy. Brown Shipley reserves the right to decline any loan application at its sole discretion.