WHAT DRIVES US
With over two centuries of experience, Brown Shipley is more than an investment bank; we are a trusted partner for families and individuals seeking personalised wealth management solutions.
We are driven by three principles that guide the way we build relationships and align with our clients' needs.
To know and to understand
TIME
We believe in taking the time to get to know you, your family and your objectives so we can ensure your investments are aligned to your aspirations.
To support and be more responsive
PROXIMITY
We have offices across the UK, maintaining our legacy of closeness with our clients and helping us build a strong, trusting relationship with you.
To preserve and perpetuate
HERITAGE
Brown Shipley combines a rich heritage with a high level of expertise in an ever-changing landscape. As part of the Quintet family we have greater scale and security benefiting from a truly global outlook to our already strong foundations.
WHAT WE OFFER
Our core offering can bring together wealth planning and investment management recommendations to create a wealth plan that helps you make those decisions important to you. We work together, guided by your wealth plan and carefully incorporate any changes in your circumstances, to help you reach your goals. We can also incorporate our flexible lending solutions to provide you further options for your wealth plan, which don’t necessarily require any disruption to your investments. It’s the power of our three services working in harmony that achieves the best results for you and your family.
Whatever your needs, we will provide objective insights, advice, products and services tailored to your goals.
OUR SERVICES
Whoever you are, your wants, needs and desires are unique.
By taking the time to establish what is really important to you, our dedicated specialists will accompany you in defining your optimal wealth structure to help you achieve your goals.
Wealth Planning
Wealth planning is about more than managing assets - it’s about safeguarding your legacy. Our bespoke approach ensures that every aspect of your wealth is aligned with your life goals.
Investment Management
It’s not just where you invest your money. It’s about you; your current situation, your future objectives, your risk appetite, your experience of investing and your desired level of involvement.
Lending
Integrating seamlessly with our other wealth management services, we offer well thought out and flexible lending solutions to help the delivery of your wealth plan.