INVESTMENT MANAGEMENT
Your investments actively managed for optimal performance
Is your current investment strategy aligned to your objectives? Are you looking to explore new opportunities? 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. By getting to know you, we can properly assess the kind of investment strategy that will suit your needs and objectives.
Investing puts your capital at risk. Lending is subject to status.
What does our guide cover?
Download our guide to learn more about what’s involved in Investment Management
Explore the right Investment Management service for you. We offer a Discretionary, Advisory or Execution Only Service.
Discover how your investments are researched by our experienced and well-resourced Investment Research team.
Understand how your investment portfolios will be constructed using different investments or asset classes.
Learn how each of our five profiles are built around a combination of investment objectives and appetite for risk.
Making complex financial matters simple
"Our Client Advisor has been looking after my financial affairs for several years now and l have always found him to be very professional, able and patient. He has a gift for making complex financial matters easier for me to understand which l see as a great asset. l have always felt that my finances are in a safe pair of hands."
Brown Shipley Client
Download your Guide to Investing
Over many years we have helped a diverse range of clients create a portfolio and investment strategy to help them fulfil their financial and lifestyle ambitions. Discover how we can support your investment objectives. Start today by completing the form to receive your guide.
Why partner with Brown Shipley for Investment Management
Important Information
Our Investment Management service involves investing your capital, which places it at risk. Investment risk, includes price volatility which 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.
Investing puts your capital at risk. Lending is subject to status.