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).
Markets & Investment Update
10 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.
Markets & Investment Update
03 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.
Markets & Investment Update
29 May 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.
UK Election: how we think about it from an investment perspective
28 May 2024

UK Election: how we think about it from an investment perspective

Market outlooks
The earlier timing of the election is a surprise relative to market expectations. If the polls are right, though, the outcome – a Labour win – appears to be widely expected by investors.
Markets & Investment Update
21 May 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.
European green shoots
13 May 2024

European green shoots

Market Insights
Spring is finally here, and it looks like the weather is gradually improving. We got so used to the gloom of Mach and April that it’s perhaps natural to extrapolate the same conditions for May. But the sunshine came unexpectedly. Put differently, in investment jargon, relative to our downbeat expectations, we got a surprise to the upside.
Retire in style: four steps for planning new possibilities
08 May 2024

Retire in style: four steps for planning new possibilities

Wealth Planning
Living longer brings the prospect of exciting opportunities in retirement but making the most of them requires careful planning.
Markets & Investment Update
07 May 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.
Markets & Investment Update
29 April 2024

Markets & Investment Update

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.
Markets & Investment Update
22 April 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.
In the balance
18 April 2024

In the balance

Market Insights
The first few months of 2024 have come as somewhat of a surprise to investors. For example, US growth has stayed resilient, continuing to defy the odds of recession, so markets have had to reevaluate their expectations for the year. And we are no different. Investing is about finding the right balance between having conviction in your long-term strategy and being conscious of the opportunities in the short term.
Markets & Investment Update
15 April 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.
Markets and Investment Update
08 April 2024

Markets and 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.
Markets and Investment Update
25 March 2024

Markets and 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
Markets and Investment Update
18 March 2024

Markets and 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.
Younger generations want to retire earlier and may be on track to do so, according to Brown Shipley survey
18 March 2024

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
Markets & Investment Update
11 March 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.
Helen Whelan named Chief Risk Officer at Brown Shipley
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.
Spring Statement: An announcement with few surprises
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.