“To embed sustainability in everything we do: our values, our behaviours, our processes and our products. Creating long-term value by redefining the perceptions of success, security, legacy and environmental and social responsibility to enable our clients to live a richer life”.
At Brown Shipley we have a long history of looking after portfolios for charities. We also recognise that every charity is unique and the customised sustainable solutions we are able to offer our clients represent the best way to meet their objectives in a responsible investment manner. This is as important to us as it is to our clients and the generations that follow.
Rupert focuses on managing the assets of UK charities, endowments, religious establishments, schools, and universities. He also is responsible for broadening the bank’s philanthropy business in the UK, working across Quintet and Brown Shipley to meet clients’ personal philanthropy needs.
Rupert brings over 30 years of private banking, asset and wealth management experience. Rupert is a Trustee of the Sir Bobby Charlton Foundation and a Patron of Royal Institution of Great Britain and Juvenile Diabetes Research Foundation.