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15 January 2025

Younger generations want to retire earlier and may be on track to do so, according to Brown Shipley survey

Press

• Average wealthy UK adults plan to retire at 63, while wealthy 18-34-year-olds aim to retire at 58 • Younger UK adults more likely to have maintained pension contribution despite higher living costs

07 March 2024

Helen Whelan named Chief Risk Officer at Brown Shipley

Press

London; 7 March 2024: Brown Shipley, a Quintet Private Bank, today announced the appointment of Helen Whelan as Chief Risk Officer, subject to regulatory approval. Whelan will be responsible for further strengthening risk management practices and controls at Brown Shipley.

06 March 2024

Spring Statement: An announcement with few surprises

Market Outlooks

The budget, this time around, doesn’t appear to be market-moving, with limited surprises versus market expectations.

04 March 2024

Brown Shipley strengthens Leeds office

Press

Leeds; 1 March 2024: Brown Shipley, a Quintet Private Bank, today announced that it has strengthened its office in Leeds by appointing two experienced client advisors to join the team led by Mark Flynn, Head of Edinburgh and Leeds.

26 February 2024

Is Investing in Fashion?

Our Stories

As the curtains rise on London Fashion Week, the world's fashionistas eagerly anticipate the unveiling of the latest trends destined to define autumn and winter 2024.

20 February 2024

Reshoring – The world is not flat anymore

Market Outlooks

After three decades of globalisation, could reshoring change the global order?

19 February 2024

Markets & Investment Update

Market Outlooks

12 February 2024

The tide is turning

Market Insights

In our 2024 Investment Outlook, released in December 2023, I mentioned the importance of building an investment strategy with multiple time horizons in mind. And, over the past two months, things have changed for the medium-term growth outlook. In January, the 2023 US growth figures came in better than expected, showing a resilience in the US economy that the market didn’t anticipate.

09 February 2024

A year of two halves: Brown Shipley discusses investment outlook during Edinburgh events

Press

Edinburgh; 9 February 2024: Brown Shipley, a Quintet Private Bank, hosted exclusive events attended by its clients at the Gleneagles Townhouse in Edinburgh to discuss its views on the global economy, financial markets and key asset classes.

05 February 2024

Markets & Investment Update

Market Outlooks

20 December 2023

How to include liquid alternatives in a traditional portfolio

Invest differently

A traditional portfolio of stocks and bonds has been a popular investment strategy for decades. However, with market conditions changing and volatility increasing, investors are looking for alternative options to add value and, importantly, diversification to their portfolios. This is where liquid alternatives can play a role.

22 November 2023

Markets and Investment Flash Update

Market Outlooks

UK Autumn Statement: Some fiscal relief for businesses

20 November 2023

Markets and Investment Update

Market Outlooks

13 November 2023

Markets and Investment Update

Market Outlooks

06 November 2023

Market and Investment Update

30 October 2023

Market and Investment Update

23 October 2023

Market and Investment Update

16 October 2023

Market and Investment Update

09 October 2023

Market and Investment Update

02 October 2023

Market and Investment Update

24 September 2023

Quality bonds turn more attractive

We expect the major central banks to pause their cycle of interest rate increases as global economic growth slows over the coming months. This makes high-quality bonds even more attractive.

19 September 2023

Market and Investment Update

18 September 2023

It’s what you know (and just ain’t so)

House Views

There’s nothing better than catching up with market thinking and returning to old classics when on holiday; that’s what we all love to do, after all. Mark Twain couldn’t say it better: making our vocation our vacation is the secret to success.

14 September 2023

Andrew Kyle named CFO of Brown Shipley

Brown Shipley News

Former Coutts Chief Financial Officer to succeed Andrew Curran, who will retire in early 2024

11 September 2023

Market and Investment Update

04 September 2023

Market and Investment Update

21 August 2023

Market and Investment Update

07 August 2023

Market and Investment Update

03 August 2023

Moving central bank targets

Peak inflation is now well behind us, especially in the US, but interest rates continue to rise. Central bank messaging of late has been quite clear: the battle against inflation is not won. But, even though the peak in interest rates is a moving target, we believe it’s now in sight, just slightly delayed from our initial expectations.

24 July 2023

Market and Investment Update

17 July 2023

Cooling US inflation an encouraging sign

10 July 2023

Market and Investment Update

06 July 2023

Quintet selects BlackRock to extend investment capabilities

Brown Shipley News

Quintet Private Bank, the Luxembourg-headquartered parent of UK-based Brown Shipley, announced today the signing of a memorandum of understanding with BlackRock, the world’s largest asset manager.

03 July 2023

Market and Investment Update

27 June 2023

Counterpoint 2023 Mid-Year Outlook

We have summarised our mid-year investment views in a short video series

26 June 2023

Market and Investment Update

23 June 2023

Market and Investment Flash Update

The latest inflation data are triggering a more forceful Bank of England response. We now expect potentially bigger and more hikes in the near term. While the outlook is more uncertain than ever, we think that the central bank is likely to raise rates at least until this autumn, with risks that it may need to do more.

19 June 2023

Market and Investment Update

06 June 2023

Brown Shipley 3-Year-Thematic - Why zooming out is also important

Our thematic investing approach involves gaining exposure to companies and themes that benefit from major global trends over the long term.

05 June 2023

Market and Investment Update – Midyear Investment Outlook Special Edition

A new market cycle: seizing opportunities while managing risk

22 May 2023

Market and Investment Update

This note contains a section on recent developments, our views, what we are watching, and our portfolio strategy. These developments may not mean changes to your portfolio so please contact your Client Advisor for the latest update on your portfolio.

15 May 2023

Market and Investment Update

08 May 2023

Interest rate peak in sight

The US is slowing, China/Asia is rebounding, and Europe is caught up between the two. We expect global growth and inflation to slow gradually, bringing the end of developed market central banks’ rate rises in sight.

03 May 2023

Market and Investment Update

24 April 2023

Market and Investment Update

17 April 2023

Market and Investment Update

05 April 2023

Market and Investment Update

This note contains a section on recent developments, our views, what we are watching, and our portfolio strategy. These developments may not mean changes to your portfolio, so please contact your Client Advisor for the latest update on your portfolio.

27 March 2023

Go west for bonds & east for stocks

The first quarter of 2023 saw a reassessment of global economic conditions by investors and policymakers. Asynchronous cycles are now beginning to emerge as China continues to re-open while the West battles with inflation and market volatility.

20 March 2023

Market and Investment Update

20 March 2023

ESG and performance

ESG

ESG characteristics are at the core of our investment philosophy. We believe that understanding material environmental, social and governance (ESG) factors improves the investment decision-making process and can lead to better returns.

20 March 2023

Environmental, Social and Governance (ESG) integration

ESG

When you invest with Brown Shipley flagship funds, not only do you capture a multi-asset diversified portfolio, but you also encapsulate environmental and social characteristics through positive & negative ESG data driven screening.

15 March 2023

Market and Investment Update

This note contains a section on recent developments, our views, what we are watching, and our portfolio strategy.

14 March 2023

Market and Investment Update

06 March 2023

Market and Investment Update

06 March 2023

Young UK entrepreneurs keen to cash in

Brown Shipley News

Young UK entrepreneurs are far more keen to sell their business than their older peers, according to new research by Brown Shipley, a Quintet Private Bank.

27 February 2023

Market and Investment Update

16 February 2023

Most wealthy Britons do not discuss their will with family

Brown Shipley News

- A new study reveals more than half of wealthy Britons have not spoken to loved ones about inheritance plans. - A large number (42%) have made no will; 1 in 10 say they have no plans to do so - A third have sought professional advice to avoid inheritance taxes

13 February 2023

Market and Investment Update

Inflation Matters This note contains a section on recent developments, our views, what we are watching, and our portfolio strategy. Comments on recent performance are not indicative of future performance.

06 February 2023

Bonds are back

Following one of the worst years in recent memory for fixed income markets, high-quality government bonds are rebounding and now offer decent returns for relatively low levels of risk.

31 January 2023

Market and Investment Update

Awaiting key central bank meetings This note contains a section on recent developments, our views, what we are watching, and our portfolio strategy. Comments on recent performance are not indicative of future performance.

16 January 2023

Market and strategy update

14 December 2022

Shifting markets: Brown Shipley unveils 2023 investment outlook

Brown Shipley News

“Counterpoint” highlights dynamics that will drive the global economy, financial markets and key asset classes over a year marked by cyclical change

13 December 2022

Counterpoint 2023 Investment Outlook Webinar

Webinar

Shifting Markets: One cycle ends, another begins

08 December 2022

Market and strategy update

21 November 2022

Market and strategy update

In this note, we provide you with an update on significant recent developments and our views. Comments on recent performance are not indicative of future performance. As our investment strategy and views are defined with a long-term horizon in mind, these developments may not mean changes to your portfolio. Please contact your Client Advisor for the latest update on your portfolio.

18 November 2022

International Men's Day

Brown Shipley News

International Men's Day (IMD) is a global holiday celebrated annually on 19th November to recognise and celebrate the cultural, political, and socioeconomic achievements of men and boys. Our colleagues provide their thoughts on why International Men’s Day should be celebrated.

07 November 2022

Market and strategy update

01 November 2022

A fireside chat with John Emerson & Daniele Antonucci

Brown Shipley News

Market Outlooks

Personal Finance

Brown Shipley was delighted to host a fireside chat with John Emerson, Vice Chair at Capital Group and Daniele Antonucci, Chief Economist and Macro Strategist.

31 October 2022

Counterpoint November 2022

For the first time in three years, Covid is not dominating the headlines as we head into the colder months, although there are still other potential risks and opportunities out there. Let’s explore the portfolio implications.

17 October 2022

Market and strategy update

This note contains a section on recent developments, our views, what we are watching, and our portfolio strategy. These developments may not mean changes to your portfolio so please contact your adviser for the latest update on your portfolio. Comments on recent performance are not indicative of future performance.

05 October 2022

Market and strategy update

In this note, we provide you with an update on significant recent developments and our views. As our investment strategy and views are defined with a long-term horizon in mind, these developments may not mean changes to your portfolio. Please contact your advisor for the latest update on your portfolio.

03 October 2022

Counterpoint October 2022

The economy is already slowing as central banks tighten monetary policy to tame inflation, and long-term bond yields may have already peaked or be close to peaking. Here’s why this matters for the investment landscape.

28 September 2022

Pound and Gilts Get Pounded

Pound and gilts take another hit – but remain unattractive.

23 September 2022

Mini Budget Overview

While the measures in the UK mini-budget aren’t surprising, they still highlight an important shift in policy towards lower taxation, higher government borrowing and some degree of de-regulation and supply-side reform.

20 September 2022

Plastic Pollution

Professor Richard Thompson has spent a career researching plastics. Here, he chats to Phil Harris Executive Director at Brown Shipley, about The Turner Twins’ Atlantic expedition, microplastics in the cosmetic industry and finding solutions for a macro problem.

12 September 2022

Market and strategy update

05 September 2022

UK Government: Our Key Thoughts

Liz Truss is now Conservative party leader and UK Prime Minister. All eyes are on the fiscal measures to ease the cost-of-living crisis, which we expect to be announced over the next week or so. Market reaction, at this stage, is rather limited, with no discernible impact after the announcement. Our tactical asset allocation has no active UK overweights and is underweight UK government bonds.

05 September 2022

Counterpoint Special 5 September

We are excited to introduce our new framework for investing in equity sectors and explore those we believe have the potential to outperform and underperform the broader markets over the next 6 to 12 months. These views, combined with extensive analysis of the evolving economic environment including fundamental factors driving each sector, are used by our asset allocation team to inform decisions to adjust our regional equity allocation.

01 September 2022

Counterpoint September 2022 - A fine balance

In our digital publication Counterpoint SEPTEMBER 2022, our investment experts look ahead. They discuss the latest developments and trends in the global financial markets.

30 August 2022

Market and strategy update

16 August 2022

Market and strategy update

In this note, we provide you with an update on significant recent market developments and our views. As our investment strategy, views and asset allocation process are defined with a long-term horizon in mind, these developments may not necessarily mean changes to your portfolio. Please contact your client advisor for the latest update on your portfolio.

01 August 2022

Market and strategy update

11 July 2022

Market and strategy update

07 July 2022

Counterpoint Snapshot UK - The Political Implications

UK Prime Minister Boris Johnson has resigned as Conservative party leader. All eyes are now on the leadership contest, which is likely to start over the next few days. Market reaction, at this stage, is very limited.

27 June 2022

Market and strategy update

22 June 2022

Brown Shipley sponsors the Blue Pole Project

Brown Shipley News

In line with our commitment to sustainability, we are very pleased to inform you that Brown Shipley is sponsoring the Blue Pole Project, a six-week sailing expedition from the UK to the Atlantic Pole of Inaccessibility by professional adventurers Hugo and Ross Turner (widely known as the “Turner Twins”).

26 May 2022

Positive earnings surprises but softer guidance

Sales and earnings growth for Q1 2022 in both the US and Europe exceeded expectations, led by strong energy sector results. The percentage of companies beating forecasts is above the long-term trend, but the margin of surprise is lower than recent quarters.

06 May 2022

Mark Flynn appointed as Head of Scotland at Brown Shipley

Brown Shipley News

Edinburgh, 26 April 2022 - Brown Shipley, a Quintet Private Bank, has appointed Mark Flynn as a Managing Director and Head of Scotland. Flynn who joins the business in June will focus on leading the next stage of Brown Shipley’s strategy in Scotland. His arrival demonstrates the business’ continued investment and ambition to grow further in Scotland, particularly among Ultra High Net Worth individuals.

05 May 2022

An ESG investment approach

ESG investment strategies are deployed in an innovative way with the aim of creating investment values for our clients whilst benefiting people and the planet.

28 April 2022

Entrepreneurs choose property over pension for wealth generation

Brown Shipley News

Entrepreneurs are more likely to consider property investment rather than a pension to build their wealth, according to research from Brown Shipley, a Quintet private bank.

22 April 2022

Looking east investing in Asia high yield

Following a poor start to 2022, Asia high yield (HY) bonds have staged a notable recovery since mid-March. We have been holding a tactical overweight position against USD investment grade (IG) bonds. What are the main features of the Asia HY market and our outlook for the asset class?

07 April 2022

Ukraine War: themes to de-risk economies

We believe the war in Ukraine – which is first and foremost a humanitarian tragedy – will likely spur some countries and businesses to reduce long-term risks that have emerged from that conflict.

31 March 2022

French elections: geopolitics all around

On 10 and 24 April, France will elect its new president at a crucial time – a war raging on the fringes of Europe. Emmanuel Macron looks set to be re-elected for a second term. Quintet explores the key implications for the economy and markets.

23 March 2022

Spring Statement

Brown Shipley News

Today’s Spring Statement banks on the recent improvement in the public finances. Factoring in the Chancellor’s new spending measures, government debt is expected to fall to 79.8% of GDP by 2026-27. Borrowing is projected to be lower than previously forecast, too.

22 March 2022

Mind the gap – Top 10 tips for women saving for retirement

Personal Finance

On average a 60 year old woman’s pension pot is only one third the value of a man’s the same age. Worrying isn’t it? There are myriad reasons why women aren’t saving enough for retirement; lower salaries, more part-time jobs, time out caring for children and family, lack of financial education, time and confidence.

15 March 2022

Influencing change through active ownership

When we invest in companies and funds, we’re committed to active ownership. It’s an approach that not only enhances the investment process but can also have a positive impact on people and the planet.

08 March 2022

Money matters

Brown Shipley News

The theme of this year’s International Women’s Day campaign is Breaking the Bias – and for many this begins with financial education. We speak to Tamara Gillan, founder of the WealthiHer network, as well as Anne Halvorsen, director at Merck Finck, and Sandra Dailidyte, a director at Brown Shipley, on the cultural barriers to investing and transforming female finances.

02 March 2022

Recycled gold

Gold can be recycled with no degradation in quality. It can contribute to a circular economy and is an attractive proposition for sustainable investors.

02 March 2022

Brown Shipley Strengthens Regional Presence with Nine New Hires across the East of England

Brown Shipley News

Brown Shipley has appointed eight additional Client Advisors and a Managing Director, bolstering its presence in Norwich and Cambridge.

25 February 2022

How we’re thinking about Russia and our investment strategy

Russia’s escalation increases geopolitical uncertainty and market volatility. While this could further boost inflation and slow growth, especially in Europe via higher oil/gas prices, we believe it’s unlikely to trigger broad-based economic and earnings weakness globally.

16 February 2022

Solid Q4 results with signs of divergence

As the post-pandemic recovery matures, corporate earnings are surprising by less but still exceeding forecasts. We are seeing a divergence in performance within sectors, but must be careful not to extrapolate short-term trends.

09 February 2022

Brown Shipley joins the Wealthiher network

Brown Shipley, a Quintet Private Bank, has become the latest member to join The WealthiHer Network.

09 February 2022

Innovation nation

We see innovation continuing apace and even accelerating, despite high costs currently. We believe top innovators are likely to be long-term winners. We see the current weakness in ‘innovation equities’ as a buying opportunity.

03 February 2022

Why investors should keep calm and carry on

Equity markets experiencing weakness Another week, another series of sharp market gyrations. Despite the anxiety many investors may be experiencing, we believe that concerns about the health of capital markets and the impact of rising interest rates are not justified.

27 January 2022

Making sense of recent market moves

A rough start to the year 2022 hasn’t started with the same market momentum we saw in 2021, driven by the combination of more hawkish central banks signalling an exit from emergency levels of stimulus, prospects of moderating economic growth and geopolitical tensions between Russia and Ukraine. This has caused market volatility and performance losses across equity and bond markets, with limited asset classes (commodity prices being an exception) providing positive returns.

21 January 2022

Moving past the peak

While we believe economic growth and stimulus should become less positive this year, inflation and the virus impact should become less negative too. We’re tactically overweight US equities and a range of credit exposures.

17 January 2022

Sustainable solutions

From food to financial investments, a small-scale ESG approach can have a big impact. We talk to Grantley Hall’s Michelin-star chef Shaun Rankin, Phil Harris, executive director at Brown Shipley and AJ Singh, Head of ESG & Sustainable Investing, to find out more.

13 January 2022

Calum Brewster appointed CEO of Brown Shipley

Highly experienced banker promoted to leadership role at UK wealth manager, succeeding outgoing CEO Alan Mathewson

01 September 2021

Key questions asked by our client on Retirement Planning.

Personal Finance

We answer 6 key questions you should be considering when planning for retirement.

28 July 2021

The impact of timing on retirement planning

Podcast

Brown Shipley’s Wealth Management Director, Jeremy Croysdill and Senior Associate, Matthew Bryan-Harris have come together to present our latest Wealth Planning podcast: Retirement Planning.

21 July 2021

The twists and turns of the cycle

Take a look at Quintet's latest version of Counterpoint. Here's a summary of what they are covering this week: We introduce an indicator that captures economic and financial market dynamics in the US across different phases of the business cycle. This information is useful for making investment decisions.

01 July 2021

The Inflation Question (the sequel)

As markets debate Fed policy, the key question is whether the central bank will still boost the cycle or lean against it. It all comes down to how policymakers react to inflationary pressures. We’re more in the camp of continued support.

21 June 2021

Commonly asked questions on ESG investing.

Brown Shipley News

ESG investing is here to stay. We're answering questions all ESG investors should consider - why it's important, and some tips for beginners.

16 June 2021

Kath Cates appointed as Chair of Brown Shipley

Brown Shipley News

Brown Shipley, a Quintet Private Bank, today announces the appointment of Kath Cates as Chair of the Board of Directors, subject to regulatory approval. Cates replaces Rory Tapner, Chair of Quintet Private Bank, who was interim Chair of Brown Shipley.

20 May 2021

The big long

The pandemic has turbocharged a range of pre-existing trends that are changing the way of doing things across many economies. While quantifying the macro impact is highly uncertain, these shifting paradigms are already visible at the sector level.

13 May 2021

Record surprises… again!

The first-quarter earnings season highlights once again that consensus expectations for corporate profits have been too conservative as the world recovers from the pandemic. Near-term expectations are being revised higher.

21 April 2021

Commodity matters

How should investors think about the price of gold following the pickup in real yields? What’s the outlook for oil versus metals such as copper now that economies are reopening?

26 March 2021

The Inflation Question

Should investors worry about inflation? Is the upcoming spike temporary, a long-lasting trend leading to central banks hiking rates or are bond yields ultimately overreacting?

26 March 2021

Breaking with convention

Brown Shipley News

In the third part of our Women's History Month series, we talk to four Quintet Private Bank female employees about valuing freedom, embracing individuality and daring to step up.

19 March 2021

Opportunity knocks

Brown Shipley News

We spoke to our female colleagues from across the Quintet network about overcoming obstacles and enriching life experiences.

08 March 2021

Choose to challenge

Brown Shipley News

An annual global celebration of the social, economic, cultural and political achievements of women, IWD is both a moment to reflect and a call to action. This year’s theme is #ChooseToChallenge, focused on forging a gender-equal world, raising awareness about bias and how challenging can help bring about change.

05 March 2021

Budget 2021: What our experts say

What are the key takeaways from Rishi Sunak’s Budget statement? Hear what our experts have to say on the Budget and the economy, green finance and sustainability and personal taxation.

05 March 2021

Emerging Issues

Our scorecards for emerging markets highlight where fundamentals are resilient and where they’re not. These measures are especially important if bond yields overshoot their forecasts.

02 March 2021

Rebecca Williams promoted to Head of Wealth Planning at Brown Shipley

Brown Shipley News

Brown Shipley, a Quintet Private Bank, has promoted Rebecca Williams to Head of Wealth Planning, with immediate effect.

25 February 2021

Podcast: The Potential Implications of COVID-19 on Taxation

Podcast

Brown Shipley’s Head of Wealth Planning, Roger Clark and Wealth Planning Client Director, Rebecca Williams come together to present our latest podcast.

25 February 2021

Ten Top Financial Planning Tips for High Net Worth Individuals

Personal Finance

Roger Clark, Head of Wealth Management, and Rebecca Williams, Client Director at Brown Shipley, share their top tips to help you plan for the future you want for yourself and your loved ones.

18 February 2021

Earnings season: beating expectations again

The fourth-quarter earnings season highlighted once again that consensus expectations for corporate profits have been too conservative as the world adapts to and slowly emerges from the pandemic.

12 February 2021

Money can’t buy you love

Personal Finance

Brown Shipley Senior Client Manager, Sandra Dailidyte takes a look at the true cost of love ahead of Valentine’s Day.

08 February 2021

Brown Shipley, a Quintet Private Bank, has appointed Calum Brewster as Managing Director, Head of Private Banking & Client Solutions.

Brown Shipley News

Calum will be responsible for continuing the strategic growth of Brown Shipley and leading the bank’s team of client advisers across the UK.

18 January 2021

Brown Shipley expands its offering to Financial Intermediaries with the Hire of Philipp Iarmaltchouk

Brown Shipley News

Brown Shipley, a Quintet Private Bank, has appointed Philipp Iarmaltchouk as Head of Financial Intermediaries Market (FIM) UK, as it expands its offering to External Asset Managers (EAMs), Family Offices and Asset Managers in the UK.

14 January 2021

Brown Shipley Launches Charities and Philanthropy offering with Hire of Rupert Cecil

Brown Shipley News

Brown Shipley, a Quintet Private Bank, has appointed Rupert Cecil as Head of Charities and Philanthropy. Rupert will build a proposition focused on managing the assets of UK charities, endowments, religious establishments, schools, and universities.

08 January 2021

Brown Shipley Appoints Rehana Hasan as Head of Legal

Brown Shipley News

Brown Shipley, a Quintet Private Bank, has appointed Rehana Hasan as Head of Legal.

18 December 2020

Good as Gold

Gold prices soared during the worst days of the health crisis, but have fallen back recently. What are the factors that could push the price in either direction?

25 November 2020

Brown Shipley Appoints Elizabeth Weir as Head of London and International

Brown Shipley News

Brown Shipley, a Quintet Private Bank, is pleased to announce the appointment of Elizabeth Weir as Head of London and International. Elizabeth will report to Calum Brewster, incoming Head of Private Banking.

12 November 2020

Brown Shipley Appoints Martin Cuthbert as Head of Manchester Office

Press

Brown Shipley News

Brown Shipley, a Quintet Private Bank, is pleased to announce the appointment of Martin Cuthbert as Head of the Manchester office. He joins from Julius Baer.

08 October 2020

Where are the Entrepreneurial Hotspots of the UK?

Brown Shipley, reveals the UK regions where you are most likely to find entrepreneurial generated wealth.

07 October 2020

Brexit: the journey and the destination

Brown Shipley News

Market Outlooks

The UK’s exit from the European Union (EU) is happening in the context of COVID-19 and massive policy stimulus. We explore what it means for markets over the immediate horizon and further out.

22 September 2020

Brown Shipley Announces Two Senior Hires for Edinburgh Office

Brown Shipley News

Brown Shipley, a Quintet Private Bank, is pleased to announce two new hires in Edinburgh, Matt Hoyne and Gerard Wilson. Matt Hoyne is appointed Head of the Edinburgh Office.

22 September 2020

US Elections: The Implications For Equities

The outcome of November’s US elections could be a key moment for equity markets in the short term. We explore what might happen.

16 September 2020

Addressing the wall of worries

Brown Shipley News

Our core views on the key themes driving financial markets are on track.

16 September 2020

Lending Podcast

Podcast

Brown Shipley’s Head of Lending, Richard Stubbs and Private Client Director Nish Patel, have come together to discuss our flexible lending solutions, in their first podcast.

09 September 2020

All that glitters

Even though it’s unlikely to be a straight line from here, we expect the US dollar to weaken further over the medium term and gold prices to stay well supported.

27 August 2020

US Elections: the implications for sustainability

The outcome of the US vote on 3 November is likely to have a profound impact across environmental, social and governance issues.

20 August 2020

Financial plans of the wealthy post-COVID-19

Post COVID-19 Trends: Majority of wealthy intend to acquire or invest in business, supporting economic recovery

Just under half of the nation’s wealthy (48%) say they’ll leave money to their families – this could lead to 5 million not inheriting wealth

This is despite 30% saying they’ve benefited directly from inheritance

Only four out of ten (40%) have plans in place to minimize tax to beneficiaries when passing on their wealth

19 August 2020

Catching fallen angels

High yield bonds have been resilient throughout the market turmoil caused by the coronavirus pandemic.

19 August 2020

Brown Shipley relocates to new eco-friendly Nottingham premises

Brown Shipley News

Brown Shipley, a Quintet Private Bank, is pleased to announce the opening of their new purpose-built Nottingham office.

12 August 2020

Second quarter earnings

Q2 earning results are down, but less than expected.

05 August 2020

Navigating the recovery

As the world economy recovers from COVID-19 some things are likely to have changed forever.

22 July 2020

US Elections - framing the market debate

Will the US elections deliver a divided or a single-party, unified government?

20 July 2020

Investment Update: UK Commercial Property - Look at Structural Shifts, Not Valuations

Commercial property has become an important part of investor portfolios over the last few years. At the turn
of the millennium the average pension fund had around a 5% exposure. In more recent years that figure is
closer to 10%.

14 July 2020

From debt do us part

One of the key long-term legacies of the COVID-19 pandemic is very high debt levels across the world.

08 July 2020

Is now the right time to invest in alternatives?

Introducing alternatives like hedge funds and private market investments into a portfolio could help to reduce risk and may improve long-term returns.

07 July 2020

Chancellor Summer Statement: All about jobs

What’s new – The Chancellor of the Exchequer noted that after an initial phase of protection, nine million workers have benefited from the furlough scheme. The government is now moving to the next stage which is to support, create and protect jobs. A phase that could cost around £30bn so just over 1% of GDP.

06 July 2020

Appointment of Fiona Woodhouse as Brown Shipley’s Chief Risk Officer

Brown Shipley News

Brown Shipley, a Quintet Private Bank, today announces the appointment of Fiona Woodhouse as Chief Risk Officer.

23 June 2020

From despair to repair: Quintet unveils midyear investment outlook

“Counterpoint” highlights cautiously optimistic view on global economy and markets

23 June 2020

Impact of Covid-19 on Wealth Management, greater digitalisation and flexible working

Brown Shipley News

Brown Shipley CEO, Alan Mathewson shares his thoughts on greater digitalisation and flexible working.

19 June 2020

Wealth Planning Podcast

Podcast

Brown Shipley’s Head of Wealth Planning, Roger Clark & Wealth Planning Client Director, Rebecca Williams have come together to provide an update on Wealth Planning, in their first podcast.

15 June 2020

The value of active ownership

Through their ownership, investors share responsibility for a company’s policies and actions.

10 June 2020

The Art of Trade War

Tensions between the US and China have risen lately, with several key issues including China’s inability to increase imports and the upcoming US election, emerging as sticking points.

02 June 2020

A fistful of dollars

The US dollar looks set to gradually weaken, as long term valuations, economic and oil price recovery as well as Federal Reserve policy are all USD negative. Quintet’s Group Chief Investment Officer, Bill Street’s provides his latest outlook, on “a fistful of dollars.” Investing puts your capital at risk.

02 June 2020

Brown Shipley Appoints Ben Lamers as Client Director in London

Brown Shipley News

Brown Shipley, a Quintet Private Bank, is pleased to announce the appointment of Ben Lamers as a Client Director in the London office, reporting to Michelle Coulson.

27 May 2020

On the Road to Recovery

The coronavirus pandemic has put financial markets under severe stress. Oil prices briefly turned negative for the first time, economies have shrunk at the fastest pace ever, and the number of jobs lost in many countries dwarfs previous downturns.

19 May 2020

Weekly Update - Dislocation Between Strong Equity Markets and Weak Economic Data

With countries across the world confirming that their economies have entered recession, we examine the apparent dislocation between strong equity markets and the weak economic data.

14 May 2020

The right time to pass on wealth?

It’s difficult to think of many positives resulting from the current situation, but the drop in financial markets and investment values may offer a golden opportunity for parents and grandparents to pass on wealth to the next generation tax efficiently.

13 May 2020

Weekly Update: Q1 Earnings Season

In this note, we review the first-quarter earnings season in Europe and US.

06 May 2020

Looking after your mental health

At Brown Shipley managing your wealth is always our key focus, however, in these challenging times we also want to share information that will help our clients cope with the current situation we all find ourselves in, due to COVID-19.

30 April 2020

Brown Shipley Launches New Fixed Term Deposit Account

Brown Shipley has launched a new range of competitive, Fixed Term Deposit accounts, from 1 May 2020. If you want to make the most of your savings, why not consider opening a Fixed Term Deposit account with a guaranteed interest rate.

30 April 2020

How to Cope When the Value of Your Portfolio Goes Down

The COVID-19 pandemic has sent ripples through all aspects of our lives, and unfortunately, the stock market was no exception.

29 April 2020

Weekly Update - From Despair to Repair

That the ongoing recession is turning out to be the steepest in living memory is not going to surprise anyone by now. A tough earnings season and off-the-chart falls in macro indicators all add to a sense of gloom. That is the Despair phase – the phase we are in right now.

28 April 2020

Webinar: Investing post COVID-19

Webinar

In the current climate, due to COVID-19, few things are certain, except continued uncertainty itself. To help guide you through these uncertain times, we will be holding a live webinar, to discuss the current market and how you can navigate forward, post COVID-19.

27 April 2020

We remain open for business – Coronavirus update

Brown Shipley News

In view of concerns about Covid-19 / Coronavirus, we would like to reassure our clients and business partners that Brown Shipley is open for business as usual, with all our services fully operational.

27 April 2020

Appointment of Criona Sproson as Brown Shipley’s Head of Human Resources

Brown Shipley News

Brown Shipley, a Quintet Private Bank, today announces the appointment of Criona Sproson as Head of Human Resources.

23 April 2020

From our kitchen table to yours.

Brown Shipley News

Since the UK went into lockdown, due to COVID-19, we wanted to reflect on how our colleagues have adapted to working from home, and are supporting our clients at this exceptional time.

20 April 2020

Wealth Planning 101!

There is a huge amount of uncertainty in all areas of our lives at the moment including personal finances. Here we give some tips for reviewing the fundamentals of planning your finances and making sure you have the basics covered.

15 April 2020

Brown Shipley are pleased to support Critical NHS with a £10,000 donation

CritcalNHS focus on feeding the front line Doctors and Nurses, but as this COVID-19 enemy takes hold, the hospitals support staff and other wards are also suffering.

08 April 2020

Keeping you safe from COVID-19 scams

At Brown Shipley we take the safety of our clients’ money and investments seriously. Unfortunately, in these challenging times, criminals are taking advantage of the current circumstances, and capitalising on people’s vulnerabilities and fears, due to COVID-19.

07 April 2020

Brown Shipley successfully completes integration of NW Brown

Brown Shipley, a Quintet Private Bank, is pleased to announce it has finalised the integration of NW Brown & Co Limited (NW Brown).

31 March 2020

CIO Update

When we consider the last six weeks, we should not lose sight of how remarkable markets have been.

24 March 2020

Covid-19: Where do we stand?

COVID 19 is taking an unprecedented toll on the socio-economic fabric of society.

18 March 2020

Coronavirus spreads from East to West

Given the unprecedented state of global markets, we wanted to share with you how our team assess the markets, challenges and opportunities for your portfolios.

15 March 2020

Risk markets de-rate further as virus uncertainty persists

Risk markets de-rate further as virus uncertainty persists

11 March 2020

Risk assets continue to fall amid virus and economic uncertainty

The latest on the Coronavirus and how have markets reacted.

10 March 2020

Bank of England joins in with emergency measures

The Bank of England this morning announced several measures to help businesses and households in the likely upcoming disruptions relating to the spreading of the Coronavirus

10 March 2020

Chancellor Comes in with a Major Package - Spring Budget 2020

Governor Mark Carney called the Bank of England’s (BOE) actions “a big deal” this morning, and it seems that the Chancellor is taking a similar approach given the scale of the fiscal intervention.

09 March 2020

Counterpoint: investing in a period of uncertainty

Join us on Tuesday, for a spirited debate about the outlook for the global economy and worldwide financial markets

08 March 2020

Rachel Macfarlane named Group Head of Legal at Quintet

Brown Shipley legal specialist promoted to group-wide role at Luxembourg-headquartered private banking group

08 March 2020

Equity markets fall sharply, but how should one react?

The equity markets are falling precipitously. At the time of writing, high single digit losses are no exception. So what is going on?

03 March 2020

Covid-19 Impact: Government action will be needed to support economic growth

Covid-19 is on the verge of becoming the first pandemic viral outbreak of the 21^st century, with cases now showing up across the world.

25 February 2020

Coronavirus rattles markets

Markets have become worried that the Coronavirus is having a ‘renaissance’ with reports over the weekend that the virus is spreading in Italy.

13 February 2020

Brown Shipley hosts Manchester event to discuss 2020 global investment outlook

The global economy will continue to expand this year, but investors will need to navigate significant market and geopolitical volatility, considering alternative approaches to generate sustained returns in this low-yield environment.

04 February 2020

US Elections: Many candidates, many views, but not a major headwind for markets

Americans will go to the polls on Tuesday, 3 November 2020 to elect a President, Senators, Representatives, Governors, State Legislators and Local Officials. The first step – the Iowa Caucus – was held Monday night.

04 February 2020

Brown Shipley hires Michelle Coulson as Client Director in London

Brown Shipley, a Quintet Private Bank, today announces the appointment of Michelle Coulson as a Client Director in the London office.

30 January 2020

Brexit Day: We’ve left! Now what?

This is it. 31 January 2020 is Brexit day and marks the beginning of the end of the UK’s membership in the European Union.

28 January 2020

How the Coronavirus is impacting markets

The outbreak of a new disease in the city of Wuhan was first reported in late December 2019. The virus causing the disease was identified as a new coronavirus that crossed the species barrier into the human population.

19 January 2020

Quintet unveils 2020 global investment outlook.

Pan-European private banking group introduces “Counterpoint,” its analysis of the world economy, financial markets and key asset classes.

15 January 2020

KBL epb rebrands as Quintet

KBL European Private Bankers, founded in Luxembourg in 1949 and operating in 50 cities across Europe, is now “Quintet.”

09 January 2020

Brown Shipley hires Mike Davis and Daniel Cordery to bolster the London office

Brown Shipley, experts in wealth planning, investment management and lending, today announces the appointments of Mike Davis and Daniel Cordery in the London office. Both will be responsible for developing new client relationships.

09 January 2020

Middle-East Conflict: implications for our Clients

2020 has just started and already geopolitics is front and centre. The conflict between the US and Iran has escalated after the recent elimination of the top Iranian military master mind.

12 December 2019

Majority Accomplished – Decisive Tory Victory

Just when we learned to stop trusting the statisticians, they managed to get it right. As predicted by opinion polls and betting markets, the Conservative Party won a comfortable majority with 364 seats.

24 November 2019

UK Election Update

The UK Election continues to gather pace with TV debates, more opinion polls and the launch of party manifestos.

18 November 2019

Protecting Yourself from Email Fraud

At Brown Shipley we want to help protect our clients from fraud and give you peace of mind that your money is safe. Unfortunately, we live in a time where financial fraud is on the increase and fraudster techniques are becoming more sophisticated.

17 November 2019

The Backdrop We Face in the UK and the Upcoming General Election

17 November 2019

Estate Planning and Inheritance Tax

In this article we will highlight the importance of correctly drafting Wills and look at IHT planning strategies.

17 November 2019

Borrowing to Mitigate your Inheritance Tax (IHT) Liability

Using a client case study, Paul Spann, client Director at Brown Shipley demonstrates how a tailored lending solution can help to mitigate Inheritance Tax (IHT) Liability.

17 November 2019

Gender Diversity in Financial Services

20 October 2019

Investment Insights: How does Brown Shipley manage an investment portfolio?

Toby Vaughn, our Chief Investment Officer, provides detailed insight on how Brown Shipley investment portfolios are managed.

14 October 2019

Brown Shipley hires a new Head of Internal Audit

Brown Shipley, experts in wealth planning, investment management and lending, is pleased to announce the appointment of Jason Haynes as Head of Internal Audit, effective today.

01 October 2019

What is Wealth Management?

Wealth management is more than just investment advice, it encompasses all parts of a person's financial needs.

17 September 2019

Brown Shipley appoints Gary Rusby as Business Development Manager for the East Midlands

Brown Shipley, experts in wealth planning, investment management and lending, is pleased to announce the appointment of Gary Rusby as Business Development Manager for the East Midlands.

10 September 2019

More than Meats the Eye

From alternative-protein burgers to bioreactor-grown fish, the future of food may be more high tech than haute cuisine

09 September 2019

Top Five Tips for Passing on Wealth

Roger Clark, Head of Wealth Management at Brown Shipley, shares his top five tips for passing on wealth and inheritance tax planning.

26 August 2019

Investment Insights August 2019

Brown Shipley's Chief Investment Officer, Toby Vaughan, shares his insights on investments

15 August 2019

Bespoke and flexible lending solutions

Learn more about our lending capabilities through some recent case studies which we have recently advised upon and successfully implemented.

12 August 2019

Top 10 Financial Planning Tips for High Net Worth Individuals

Roger Clark, Head of Wealth Management, and Rebecca Williams, Client Director at Brown Shipley, share their top tips to help you plan for the future you want for yourself and your loved ones.

05 August 2019

Brown Shipley strengthens Investment Office with two new senior hires

Brown Shipley, experts in wealth planning, investment management and lending, is pleased to announce the appointment of David Scammell as Fixed Income & Macro Strategist and Amish Patel as Senior Equity Analyst.

05 August 2019

And the Awards go to...

Brown Shipley has received a number of awards recognising the excellent personal service we strive to provide to our clients in addition to the talent of our colleagues being rewarded. Here are some of our recent achievements.

05 August 2019

Pensions - an income for life or funding for the next generation?

Whilst it may seem a long time ago, the Budget of 2014 heralded the most significant change to the pensions system seen in generations.

05 August 2019

Welcome to our new Chair

On 10 June 2019 Rory Tapner, who has over 20 years of board experience within the financial services industry, was appointed Brown Shipley’s new Chair.

05 August 2019

The new age of tourism

What’s driving the global travel and tourism boom? It’s a combination of geographic trends and long-term demographic patterns.

05 August 2019

Smarter cities

As the world’s urban population continues to swell, city planners are counting on new technology to help avert a potential crisis.

05 August 2019

Brown Shipley acquires NW Brown & Co

On 20 June 2019, we announced our acquisition of NW Brown & Co.

05 August 2019

Current market conditions and Brown Shipley’s investment strategy – it’s easy to be bearish

30 June 2019

Brown Shipley strengthens credit team with new lending hire in London office

Brown Shipley, experts in wealth planning, investment management and lending, is pleased to announce the appointment of Gerry Maguire as Lending Client Director who will be based in Brown Shipley’s London office.

19 June 2019

Brown Shipley to acquire NW Brown & Co Limited, adding scale and expanding its regional footprint

Brown Shipley, experts in wealth planning, investment management and lending, announced today that it has agreed to acquire NW Brown & Co Limited, a wealth manager based in Cambridge with an additional office in Norwich.

09 June 2019

Rory Tapner appointed as Chair of Brown Shipley Board

Brown Shipley is pleased to announce the appointment of Rory Tapner, former Chief Executive of Coutts, as Chair of the Board of Directors.

22 May 2019

Technology

Technology, where to start? To help understand one of the most prolific effects of technology, I thought an analogy would help with the Network Effect.

19 May 2019

Brown Shipley appoints Sandra Dailidyte as new Client Senior Manager in Edinburgh

Brown Shipley, experts in wealth planning, investment management and lending, is pleased to announce the appointment of Sandra Dailidyte as Client Senior Manager in its Edinburgh office.

06 May 2019

Brown Shipley extends Lancashire Cricket partnership until 2021

Brown Shipley, is pleased to announce the extension of its partnership with Lancashire Cricket until 2021.

30 April 2019

Brown Shipley recruits new asset allocation specialist in London

Brown Shipley is pleased to announce the appointment of Cyrique Bourbon as Asset Allocation Strategist, based in its London office.

11 April 2019

Ball back in the UK’s court

Brexit has felt like a tennis match at times with the ongoing backwards and forwards with Brussels; and after Wednesday night’s developments, the ball is now firmly back in the UK’s court.

11 April 2019

Brown Shipley crowned best UK Private Bank – Credit Provider at the WealthBriefing European Awards 2019

Last night we were delighted to win best UK Private Bank – Credit Provider at the WealthBriefing European Awards 2019.

09 April 2019

Improving your tax efficiency

We examine the ways you can make savvy investment decisions, a family affair.

09 April 2019

Brexit and its impact on market sentiment

With uncertainty all around us we take a look at the latest market moves and what that means for future investments.

09 April 2019

Brexit means Brexit, but what does this mean for the UK property market?

Wading through the complex web of political rhetoric, we offer our take on what this ever-changing situation means for the property market.

09 April 2019

The global investment outlook

Our view on the current financial forecast around the globe, and how it may affect your investment portfolio.

25 March 2019

Brexit - the debate continues

Whilst there’s continuing debate and discussion regarding Brexit there has been, arguably, a lack of tangible progress over the last few weeks despite a series of votes in the House of Commons in-between ongoing negotiations with the EU.

14 March 2019

29 March 2019 may not be the date that the UK leaves the EU.

Almost two years after triggering Article 50 to leave the European Union, the date circled in everyone’s calendar – 29 March 2019 – may not be the date that the UK leaves the EU.

12 March 2019

Reaction to latest Brexit vote

Theresa May’s Brexit deal was resoundingly defeated at the second attempt in the House of Commons last night.

05 March 2019

As the tax year end approaches… so do opportunities for the new tax year

As 5 April 2019 approaches it presents an opportunity to consider taking advantage of tax allowances and reliefs, available both before the end of the current tax year and at the start of the new tax year. Here we highlight some of the more significant planning opportunities for consideration.

05 March 2019

Brown Shipley Wins findaWEALTHMANAGER.com’s People’s Choice Award

Brown Shipley has been recognised in findaWEALTHMANAGER.com’s inaugural People’s Choice Awards, winning an award for our excellent service offered to private clients.

04 March 2019

Brown Shipley appoints Nick Cringle as Regional Head, North West to support its continued growth

Brown Shipley, experts in wealth planning, investment management and lending, is pleased to announce the appointment of Nick Cringle as Regional Head, North West, a newly created role.

10 February 2019

Fit for Growth

Love handles, a spare tyre, middle-age spread. Throughout nearly all of human history, food was in short supply and carrying an extra layer of body fat was a sign of good health and prosperity. Until fairly recently, a bit of blubber remained a status symbol in much of the developing world. Times have changed.

05 February 2019

Shareholders & Stakeholders

Once a niche trend, responsible investing has now entered the mainstream. That shift reflects both changing societal expectations and growing evidence that good companies perform better.

29 January 2019

Back to Brussels

The ongoing Brexit saga continued on Tuesday night as the UK Parliament voted on a series of potentially consequential amendments to try and find a resolution to the Brexit impasse.

24 January 2019

More Than Bricks and Mortar

At a time of sky-high global debt, real estate holds special appeal. Buying bricks and mortar, however, is not the only way to invest in the property market.

20 January 2019

Brown Shipley appoints Amrendra Sinha to newly created role as Head of Direct Equity

Brown Shipley, experts in wealth planning, investment management and lending, is pleased to announce the appointment of Amrendra Sinha to the newly created role of Head of Direct Equity.

17 January 2019

The End of Privacy

From CCTV cameras to search engines, we live in a world under constant surveillance. Is the end of privacy the inevitable price of technological progress?

15 January 2019

Brown Shipley appoints Lee Ramsden as new Client Director in Manchester

Brown Shipley, experts in wealth planning, investment management and lending, is pleased to announce that Lee Ramsden has joined as a new Client Director in its Manchester office.

15 January 2019

MPs reject Brexit deal

Theresa May’s proposed Brexit deal was rejected by parliament yesterday by 432 votes to 202.

09 January 2019

Brown Shipley appoints Richard McGregor to new role as National Head of Court of Protection and Personal Injury

Brown Shipley, experts in wealth planning, investment management and lending, is pleased to announce the appointment of Richard McGregor as National Head of Court of Protection & Personal Injury, a newly created role.

03 January 2019

The world in 2019 - the global economy in transition

12 December 2018

Vote of confidence - May survives

In what is turning out to be an extremely eventful and unpredictable week, Theresa May survived a vote of confidence last night by a margin of 200 to 117.

09 December 2018

Brexit - vote postponed

In a surprise move this afternoon, Theresa May announced to parliament that Tuesday’s planned vote on her Brexit deal would be postponed.

26 November 2018

Brexit Update

Brown Shipley's Deputy Chief Investment Officer, Alex Brandreth, discusses the latest developments with Brexit, and how these events are impacting both the economy and markets.

22 November 2018

Brexit: One step forward, two steps back?

Hailed as a major step forward by the UK prime minister, not everyone is convinced that the initial agreement yesterday on a draft ‘political declaration’ brings us any closer to a final Brexit deal.

14 November 2018

What is an integrated Wealth Management Solution?

Our Integrated Wealth Management Service brings together wealth planning and investment management to create a plan for clients that is tailored to their needs. It sounds good, but what does it mean in practice?

14 November 2018

Brexit and Sterling Volatility

Sterling was under pressure this morning as the probability of a ‘hard Brexit’ scenario rose following the resignations of several ministers in Theresa May’s cabinet in protest to her draft Brexit deal.

11 November 2018

All about oil: The impact of the conclusion of the Iran deal on investment outlook

Consumers around the world are unanimous in feeling they are getting ‘the worst deal in history’ as they fill up their Gulfstreams at Biggin Hill, their Sunseekers in Antibes or even their VW Golfs at ASDA – and they are not alone.

06 November 2018

The Challenges Facing the Buy-To-Let Investor

Whether our client’s source of wealth stems from the sale of their family business or a fine piece of artwork, a common investment for many HNW individuals is residential property.

06 November 2018

US Midterm elections - As expected.

So this time the pollsters were right; the House of Representatives turns blue, i.e. falls into the hands of the Democrats, while the Senate remains in Republican hands and their grip has tightened.

01 November 2018

That was the week that was…

In spite of rumours in the press over recent weeks the Budget on Monday held almost nothing to excite savers and investors.

21 October 2018

Toby Vaughan starts his new role as Chief Investment Officer (CIO)

We are delighted to announce that Toby Vaughan has today started his new role as Chief Investment Officer (CIO), following his appointment in August.

17 October 2018

May you live in interesting times

Brexit negotiates are heating up, further UK interest rate rises are a possibility and ongoing global trade tensions are the key factors taking us into the autumn. The old Chinese curse states; ‘May you live in interesting times’, and this couldn’t be more relevant than today.

27 September 2018