Investment Management & Strategy - Investment Advisors

INVESTMENT MANAGEMENT

Your investments actively managed for optimal performance

Our investment service isn’t just designed to help you achieve your financial goals; it’s designed completely around you, your immediate and long-term goals, your attitude to risk and even how comfortable you are with making investment decisions.

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We take the time to understand you so that we can properly assess the kind of investment portfolio and strategy you need to fit your lifestyle.

Investment Management

Discover our approach to working with you as your investment partner.
Hear from Dominic Kohler, our Head of Investment and Client Solutions.

Together with BlackRock

Our parent company Quintet have worked with BlackRock to provide our clients with a broad range of exclusive solutions across a large number of asset classes.

Our clients now benefit from more sophisticated risk management and analysis tools.

Our investment approach

Investment Management is a service we provide where we manage your investment portfolio with the aim of achieving 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 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.

Our five Investment Profiles

Cautious, Income, Balanced, Growth and Dynamic – cover a broad range of personal objectives and investment approaches. Within each profile we create dedicated portfolios that allow us meet your specific needs, views and objectives.

For illustrative purposes only.

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.

Ready to chat to one of our experienced Client Advisors?

Interested in learning more about our investment management services? Complete the form below to speak to one of our Client Advisors.

To receive advice and to become a client of Brown Shipley, you must have a minimum of £1m of investable assets.

Case study: Investment Management for the long term

Explore the approach we took to help our clients restructure their assets ahead of retirement.

FIND OUT HOW

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:

Equities
Fixed Income
Bonds
Cash
Collectives
Alternatives (e.g. Commodities and Hedge Funds)
Structured Products

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.

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FAQs Investment Management

Please visit our FAQs page if you have questions about the Brown Shipley Investment Management service.