Our investment approach
Investment Management is a service we provide where we manage your investment portfolio with the aim to achieve your agreed goals. It is one of the tools and services we provide as part of our tailored wealth planning offering, alongside flexible loans.
Once we’ve got to know you to understand your needs, we will identify the most appropriate investment service and recommend a portfolio tailored to your overall wealth plan. This will typically involve identifying one of our five Investment Profiles that is most appropriate for you. From this, we create an investment plan that reflects your attitudes and aspirations and has the agility to adapt to prevailing market conditions.
As involved as you want to be
How your investments are managed on an ongoing basis is up to you. We will take the time to understand your level of expertise so we can recommend an investment service that fits with how much interaction you require with your Client Advisor.
You can choose to let your experienced Client Advisor take care of your portfolio, through our Discretionary Management Service. Alternatively, you can opt for our Advisory Service, where you can be more involved in making decisions, by having each recommendation referred to you before being executed. Or if you prefer, you could opt for Execution Only, where we just carry out trades on your instruction.
Doing the research
Your investments are researched by our experienced and well-resourced Investment Office team, responsible for all aspects of research, ranging from asset allocation to fund and stock selection, and portfolio construction. In essence, the research team is evaluating which assets, countries, regions or sectors look attractive and which individual companies or funds are likely to outperform.
We will also work with carefully selected third parties where we believe they add value to our investment approach. The next steps are to put the constituent parts and individual selections within a portfolio, which is aligned to your objectives and risk profile.
Equities, bonds and more in your portfolio
Our Investment Universe consists of a range of investment types and asset classes, each with their own benefits and risk potential, which your Client Adviser will explain and discuss further with you. These include:
Your finances at your fingertips
My Brown Shipley provides you with instant online access to your investment portfolio, allowing you to access information and check valuations. This is, of course, in addition to regular personal updates from your dedicated Client Advisor.
Regular contact is key to what we do, not only to keep you up to date with your wealth performance, but also to ensure any changes in circumstances are reflected in your investment choices. By letting us know if your financial situation, appetite for risk, time horizon or income priorities change, we can adapt our approach and your investments to suit your new goals.
FAQs Investment Management
Please visit our FAQs page if you have questions about the Brown Shipley Investment Management service.
Brown Shipley funds
Brown Shipley manages a range of collective investments known as SVS Brown Shipley Funds. These are designed to provide managed growth or income investments on a collective basis for smaller portfolios, or to access specific investment opportunities. Discover more about our multi-asset funds.
Our Investment Management service involves investing your capital, which places it at risk. Investment risk means the value of your investments or any income can fluctuate and you may not get back some or all of the amount invested. We recommend our clients seek professional tax advice to understand their personal liability for investment income and/or gains. This will depend on personal circumstances and the prevailing tax rules, which are subject to change.