News & Insights



Counterpoint Outlook 2024
Cutting through the noise
When thinking about an investment strategy, it's important important to consider its time horizon. It's human nature to notice short term ups and downs more than long-term, gradual trends.
Discover our 2024 Counterpoint Investment Outlook
Markets & Investment Update
22 April 2024

Markets & Investment Update

Market outlooks
This note contains an overview of our market views, what we are watching, and our portfolio strategy. These developments may not mean changes to your portfolio so please contact your Client Advisor for the latest update on your portfolio.
In the balance
18 April 2024

In the balance

Market Insights
The first few months of 2024 have come as somewhat of a surprise to investors. For example, US growth has stayed resilient, continuing to defy the odds of recession, so markets have had to reevaluate their expectations for the year. And we are no different. Investing is about finding the right balance between having conviction in your long-term strategy and being conscious of the opportunities in the short term.
Markets & Investment Update
15 April 2024

Markets & Investment Update

Market outlooks
This note contains an overview of our market views, what we are watching, and our portfolio strategy. These developments may not mean changes to your portfolio so please contact your Client Advisor for the latest update on your portfolio.
Markets and Investment Update
08 April 2024

Markets and Investment Update

Market outlooks
This note contains an overview of our market views, what we are watching, and our portfolio strategy. These developments may not mean changes to your portfolio so please contact your Client Advisor for the latest update on your portfolio.
Markets and Investment Update
25 March 2024

Markets and Investment Update

Market outlooks
This note contains an overview of our market views, what we are watching, and our portfolio strategy. These developments may not mean changes to your portfolio so please contact your Client Advisor for the latest update on your portfolio
Markets and Investment Update
18 March 2024

Markets and Investment Update

Market outlooks
This note contains an overview of our market views, what we are watching, and our portfolio strategy. These developments may not mean changes to your portfolio so please contact your Client Advisor for the latest update on your portfolio.
Younger generations want to retire earlier and may be on track to do so, according to Brown Shipley survey
18 March 2024

Younger generations want to retire earlier and may be on track to do so, according to Brown Shipley survey

Press
• Average wealthy UK adults plan to retire at 63, while wealthy 18-34-year-olds aim to retire at 58 • Younger UK adults more likely to have maintained pension contribution despite higher living costs
Markets & Investment Update
11 March 2024

Markets & Investment Update

Market outlooks
This note contains an overview of our market views, what we are watching, and our portfolio strategy. These developments may not mean changes to your portfolio so please contact your Client Advisor for the latest update on your portfolio.
Helen Whelan named Chief Risk Officer at Brown Shipley
07 March 2024

Helen Whelan named Chief Risk Officer at Brown Shipley

Press
London; 7 March 2024: Brown Shipley, a Quintet Private Bank, today announced the appointment of Helen Whelan as Chief Risk Officer, subject to regulatory approval. Whelan will be responsible for further strengthening risk management practices and controls at Brown Shipley.

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