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Environmental, Social and Governance (ESG) integration
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.
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Market and Investment Update
15 March 2023

Market and Investment Update

Market outlooks
This note contains a section on recent developments, our views, what we are watching, and our portfolio strategy.
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Market and Investment Update
14 March 2023

Market and Investment Update

Market outlooks
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.
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Market and Investment Update
06 March 2023

Market and Investment Update

Market outlooks
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.
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Young UK entrepreneurs keen to cash in
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.
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Market and Investment Update
27 February 2023

Market and Investment Update

Market outlooks
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.
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Most wealthy Britons do not discuss their will with family
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
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Market and Investment Update
13 February 2023

Market and Investment Update

Market outlooks
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.
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Bonds are back
06 February 2023

Bonds are back

Market outlooks
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.
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Market and Investment Update
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.
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Market and strategy update
16 January 2023

Market and strategy update

Market outlooks
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. Comments on recent performance are not indicative of future performance.
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Shifting markets: Brown Shipley unveils 2023 investment outlook
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
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Counterpoint 2023 Investment Outlook Webinar
13 December 2022

Counterpoint 2023 Investment Outlook Webinar

Market outlooks / Webinar
Shifting Markets: One cycle ends, another begins
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Market and strategy update
08 December 2022

Market and strategy update

Market outlooks
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. Comments on recent performance are not indicative of future performance.
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Market and strategy update
21 November 2022

Market and strategy update

Market outlooks
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.
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International Men's Day
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.
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Women in Finance Charter
07 November 2022

Women in Finance Charter

Brown Shipley News
We signed up to the Women in Finance Charter in January 2018, and at that time, we had 18% female senior management representation.
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Market and strategy update
07 November 2022

Market and strategy update

Market outlooks
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 advisor for the latest update on your portfolio.
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A fireside chat with John Emerson & Daniele Antonucci
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.
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Counterpoint November 2022
31 October 2022

Counterpoint November 2022

Market outlooks
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.
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