Enhance your client relationships
by making use of our investment management
expertise in a wide range of areas, and choose
those that best suit your clients’ needs.
We provide investment funds and portfolio management options for all client segments, from clients with £500,000 of assets or more.
Our dedicated investment service to Financial Planners also draws from our Managed Portfolio Service, and our Multi-Asset portfolios.
Strong relationships built on trust are fundamental to our business, so we take time to get to know our financial planning partners and the needs of their clients, giving them access to a dedicated, bespoke investment management service tailored to those needs.
Brown Shipley Funds
Model Portfolio Service
Andrew is responsible for managing the investments of charities, trusts, corporate and private clients in Yorkshire and across the United Kingdom. A trained equity analyst, he joined Brown Shipley in 1998 as a Director in charge of the Yorkshire office. Andrew is a member of Brown Shipley's Investment Policy Committee which oversees the research and asset management.
Phone: 0113 261 5430
James is an experienced advisor and has spent many years providing relationship based financial planning to private clients, businesses, charities and trusts. At Brown Shipley, James established a service dedicated to planning for retirement for clients wishing to understand how best to utilise the pensions, investments and other assets. He is also a Chartered Financial Planner and an elected Fellow of the Personal Finance Society.
Phone: 0115 945 7553
Anne has been the Head of our Birmingham office since January 2011. Having established the team in Birmingham, Anne continues to be responsible for leading the team alongside managing a client portfolio with a variety of high net worth and ultra-high net worth clients, including a number of business owners and entrepreneurs. Before joining Brown Shipley, Anne previously held positions at NatWest in private banking and financial planning, and then Coutts.
Phone: 0121 200 0685
Investing puts capital at risk.