What to expect from a career at Brown Shipley
30 August 2024

What to expect from a career at Brown Shipley

Shaping the future of Wealth Management together. Hear from our Chief Executive Officer, Calum Brewster and colleagues on what makes Brown Shipley a great place to work.
The art and science of inheritance tax planning
29 August 2024

The art and science of inheritance tax planning

Market outlooks
Inheritance tax planning is about taking care of the things that matter, as it protects your legacy and takes care of your loved ones. Read our latest article.
Markets & Investment Update
26 August 2024

Markets & Investment Update

Market outlooks
This note contains an overview of our market views, what we are watching, and our portfolio strategy. Any reference to portfolio positioning relates to our flagship discretionary portfolios. Clients with bespoke or advisory portfolios should consult their Client Advisor for the latest update on your portfolio.
Travel Light
21 August 2024

Travel Light

ESG
While it's the excitement of exploring new places that drives us, we should be mindful of the environment we're travelling to. After all, as visitors, we bring with us a carbon footprint that can affect the local community.
Markets & Investment Update
19 August 2024

Markets & Investment Update

Market outlooks
This note contains an overview of our market views, what we are watching, and our portfolio strategy. Any reference to portfolio positioning relates to our flagship discretionary portfolios. Clients with bespoke or advisory portfolios should consult their Client Advisor for the latest update on your portfolio.
Markets & Investment Update
12 August 2024

Markets & Investment Update

Market outlooks
This note contains an overview of our market views, what we are watching, and our portfolio strategy. Any reference to portfolio positioning relates to our flagship discretionary portfolios. Clients with bespoke or advisory portfolios should consult their Client Advisor for the latest update on your portfolio.
Markets & Investment Update
05 August 2024

Markets & Investment Update

Market outlooks
This note contains an overview of our market views, what we are watching, and our portfolio strategy. Any reference to portfolio positioning relates to our flagship discretionary portfolios. Clients with bespoke or advisory portfolios should consult their Client Advisor for the latest update on your portfolio.
Why should investors consider adding private markets to their portfolios?
01 August 2024

Why should investors consider adding private markets to their portfolios?

Invest differently
Private markets were once the reserve of sophisticated and institutional investors but have experienced significant growth in recent years. Now, a far broader range of private market investments are available to clients. Through our bespoke portfolios, or via our new digital platform with Moonfare, we typically advice clients to invest between 10-20% of one’s investible wealth into private markets. In this article, we cover three key reasons why we believe investors should consider incorporating private market investments into their portfolios.
Markets & Investment Update
29 July 2024

Markets & Investment Update

Market outlooks
This note contains an overview of our market views, what we are watching, and our portfolio strategy. Any reference to portfolio positioning relates to our flagship discretionary portfolios. Clients with bespoke or advisory portfolios should consult their Client Advisor for the latest update on your portfolio.
Markets & Investment Update
22 July 2024

Markets & Investment Update

Market outlooks
This note contains an overview of our market views, what we are watching, and our portfolio strategy. Any reference to portfolio positioning relates to our flagship discretionary portfolios. Clients with bespoke or advisory portfolios should consult their Client Advisor for the latest update on your portfolio.
Brown Shipley appoints Cara Walters as Head of HR
22 July 2024

Brown Shipley appoints Cara Walters as Head of HR

Press
London; 15 July 2024: Brown Shipley, a Quintet Private Bank, today announced the appointment of Cara Walters as Head of HR, with immediate effect.
Markets & Investment Update
15 July 2024

Markets & Investment Update

Market outlooks
This note contains an overview of our market 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.
Europe revisited
08 July 2024

Europe revisited

Market Insights
A bit like the unpredictable weather we’ve had over the past few weeks, politics has been a rollercoaster. As expected, the UK election delivered a Labour win. While there might be tax and broader fiscal implications at the individual level, the outcome wasn’t unexpected, which is why it hasn’t moved markets that much.
French Elections: a hung parliament, with a twist
08 July 2024

French Elections: a hung parliament, with a twist

Market outlooks
The overall outcome of the French legislative elections came as expected: a hung parliament where no party/alliance managed to secure the absolute majority of 289 seats. But it came with a twist.
UK election: Market insights
05 July 2024

UK election: Market insights

Market outlooks
That Labour won a strong absolute majority, and the Conservative Party sank to the lowest result ever isn’t a surprise for markets, given the polls.
Markets & Investment Update
01 July 2024

Markets & Investment Update

Market outlooks
This note contains an overview of our market 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.
Stay active! (But don’t overdo it)
26 June 2024

Stay active! (But don’t overdo it)

House Views
The arrival of better weather means one can spend extra time exercising outdoors. While one doesn’t need to run a marathon to get back in shape, we think active portfolio management is more like a long jog than a short sprint – the key is keeping the right pace.
Markets & Investment Update
24 June 2024

Markets & Investment Update

Market outlooks
This note contains an overview of our market 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.
Staying the course: Brown Shipley unveils 2024 midyear investment outlook
20 June 2024

Staying the course: Brown Shipley unveils 2024 midyear investment outlook

Press
As key elections approach that could shape the policy landscape, Brown Shipley highlights the dynamics that will drive the global economy and financial markets over the second half of 2024 and beyond.
Staying the course
18 June 2024

Staying the course

Market Insights
All eyes are on Europe this summer. It’s one of the most visited regions, time and again, by tourists from all around the globe. The European Football Championship also kicked off last week in Germany, the Summer Olympics in Paris starts next month and, for those more politically minded, we just had the European elections and there are key national elections in France and the UK on the horizon (and, Europe aside, the all-important US election in November).