Are your clients’ investment portfolios bespoke or ‘one size fits all’?
All our clients’ portfolios are tailored to their specific needs. We take the time to get to know our clients and their families to fully understand their objectives and explore how best they might reach those objectives. We can then properly assess the kind of investment strategy that will fit our clients’ needs.
Do you offer ethical investments?
Yes we do. Our investment approach has always been flexible and sensitive to the evolving needs of our clients. We have partnered with a market leading research provider which enables us to focus on what is important for the client. They support our research process and screen investments over a dozen metrics such as participation in alcoholic beverages, tobacco and military sectors through to the production process behind palm oil or those that offer pork products. This enables us to tailor an investment portfolio to what is important to a client.
Can I view my investment portfolio online?
Yes, you can view your portfolio online via My Brown Shipley. My Brown Shipley allows a client to view the latest performance of their investment portfolio(s), look at portfolio exposure to currency, geography and sectors, and see individual holdings. This can either be accessed via a web browser or via an app which is free to download from the App Store or Android Store.
How secure are my assets held with Brown Shipley?
Brown Shipley is subject to strict regulatory rules to safeguard your assets which ensure that your invested assets are held securely and are segregated from the firm’s own assets at all times. You remain the beneficial owner of your assets and the firm maintains detailed records of all your investments subject to regular checking, reconciliation and audit by our external auditors.
In addition, if the firm were to go out of business, the FSCS can pay compensation to consumers who lose money because of bad or misleading advice, negligent management of investments, misrepresentation or fraud. In respect of investments, an eligible investor is currently entitled to claim up to £85,000.
If insolvency of Brown Shipley should occur, your eligible deposits in Brown Shipley would be repaid up to £85,000 per depositor. If you have a joint account this limit applies to each depositor separately.
Further information can be obtained from Brown Shipley’s website, or the FSCS website.