News & Insights

Brown Shipley, a Quintet Private Bank, today announces the appointment of Lindy Kroese as a Wealth Planner in its Leeds team.

The US Federal Reserve (Fed) delivered a ‘hawkish’ quarter-point interest rate cut to bring the key policy rate target range to 4.25-4.50%. While investors expected this move, what’s new is that the US central bank also signalled a slower pace of rate reductions:

We signed up to the Women in Finance Charter in January 2018, and at that time, we had 18% female senior management representation.

London; 12 December 2024: Following a 12-month period when the global economy demonstrated surprising resilience, the outlook for 2025 suggests a return to more normalised growth. Such growth is expected to be led by the United States

This note contains an overview of our market views, what we are watching, and our portfolio strategy. Any reference to portfolio positioning relates to our flagship discretionary portfolios. Clients with bespoke or advisory portfolios should consult their Client Advisor for the latest update on your portfolio.

As we turn the page on 2024, one thing is clear: the world we invest in continues to evolve. The past year defied expectations, surprising us with economic resilience even as markets braced for turbulence. So, what did we learn, and how can we better prepare for what 2025 might bring?

Shaping the future of Wealth Management together. Hear from our colleagues on what makes Brown Shipley a great place to work.

This note contains an overview of our market views, what we are watching, and our portfolio strategy. Any reference to portfolio positioning relates to our flagship discretionary portfolios. Clients with bespoke or advisory portfolios should consult their Client Advisor for the latest update on your portfolio.

Nothing is certain in this world except death and taxes, according to a quote attributed to the 18th century American statesman Benjamin Franklin. Inheritance tax rolls both of these certainties into one and is the most emotive tax of all for many people.