Evaluating wealth management companies is not so much a matter of asking which is the best wealth management company. It’s more a question of which is the right wealth management company for me.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.