Our services
Private wealth management for high-net-worth individuals
Our clients can experience an integrated wealth management service tailored to their needs and circumstances.
Wealth management at Brown Shipley is a bespoke partnership built above all on trust. We make private banking personal, drawing on our extensive expertise. And we use our scale as part of Quintet Private Bank (Europe), operating across over 30 cities, to deliver expert investment.
For high-net-worth-individuals, there are distinct benefits – tailored wealth management backed by technical knowledge all designed to deliver you the optimal outcome.
Comprehensive wealth management services tailored to your ambitions: a holistic suite
We bring together wealth planning and investment recommendations to create your personalised wealth plan for reaching your goals. We can also incorporate our lending solutions to give you the flexibility to acquire assets without disrupting your investment portfolio.
Working in harmony, these three services help achieve the best results for you and your family.
Wealth Planning
Your bespoke wealth plan aims to deliver on your personal and financial goals, both now and in the future.
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.
Bespoke wealth planning and structuring
At Brown Shipley, wealth planning is about more than managing assets – it’s about safeguarding your legacy. Our bespoke approach aligns your wealth with your life goals, family priorities and aspirations for future generations.
With a deep understanding of your needs, we combine precision, expertise and foresight to achieve your goals so you can live the life you want.
Discretionary and advisory investment management
Our Client Advisors and Investment and Client Solutions team takes the time to understand you, so that we can assess the kind of portfolio and strategy you need to fit your lifestyle.
Investment management goes beyond simply selecting assets. It encompasses the strategic allocation of assets to optimise your returns while minimising risks. At Brown Shipley, we have a thorough understanding of global markets and portfolio construction, as well as a commitment to aligning investments with your unique circumstances.
You can be as involved as you want to be. You can let your experienced Investment Specialist take care of your portfolio through our discretionary management service. Alternatively, you can opt for the advisory service, where each recommendation is referred to you before being executed. Or you can choose our execution only service, where we carry out trades on your instruction.
Through our parent company Quintet’s partnership with BlackRock, the world’s largest asset manager, we provide clients with a broad range of exclusive solutions across asset classes. Our clients also benefit from institutional-grade risk management and analysis tools.
Lending
Our lending services give you the flexibility you need, opening up new possibilities, letting you capitalise on opportunities.
Maybe you want to buy a house or make an investment. Perhaps you’re looking for greater liquidity. Or you may simply want access to lower cost funding.
We offer a variety of lending options, suited to your needs. They include:
- Portfolio (Lombard) lending. A Lombard loan uses your investment portfolio as security for lending, so you don’t have to sell any investments.
- Mortgages. We offer a wide variety of options for residential, buy-to-let or commercial purposes, with interest-only or repayment terms.
- Short-term loans. We offer bridging loans, overdrafts and loans for specific purposes.
Personal wealth management for every stage of your life: tailored solutions
Effective wealth planning begins with a comprehensive understanding of your personal and financial circumstances. Through incorporating every area of your wealth, we provide integrated solutions that are tailored to your needs.
They include the following:
- Personalised financial assessments. Evaluating your current wealth structure to identify opportunities and risks.
- Strategic wealth allocation. Aligning your investments, assets and income streams with your long-term goals.
- Expert investment management. Leveraging insights from our parent company, Quintet, to deliver access to world-class investment opportunities.
Retirement and pension planning
Our advice goes beyond the here and now. Your pension fund is a very valuable asset and we provide comprehensive solutions for your retirement. We can advise on scheme suitability and contribution strategies, plus other options for making the most of your pension. Download our 'Retirement Planning' guide here.
Estate planning and asset protection
Preserving and transferring wealth is one of the most important aspects of financial planning. Our estate planning service is designed to protect your assets and ensure a seamless transfer of wealth to your beneficiaries. Our solutions include:
- Succession wealth strategies. Structuring your estate and providing clarity for your heirs.
- Trusts. Flexible tools for managing family wealth and transferring assets across generations. Learn more about Trusts here.
- Asset protection (through external partners). Safeguarding your wealth against unforeseen risks while maintaining control over its distribution.
Philanthropy and legacy building
It’s a joy to give to charities and causes you care about. You can make gifts in your lifetime, leave a legacy for after you’ve gone, or do both.
Supporting charitable causes is close to many Brown Shipley clients’ hearts. The government encourages charitable giving by offering tax incentives. Learn more here.
Why choose Brown Shipley?
With over 200 years of expertise in private banking and wealth management, Brown Shipley offers a trusted partnership. Our tailored approach, combined with a deep commitment to excellence, ensures that your financial ambitions are met at every stage.
Discover how our wealth management services can provide peace of mind and clarity for your financial future.
Ready to start a conversation: get in touch with our team
We understand that the purpose of wealth – today and for future generations – is always deeply personal. Discover what our wealth management services can do for you and your family. Get in touch here.
Three reasons to partner with us:
We invest time in
getting to know you
The most important aspect of our business is our ability to understand you and your needs. And for this, we need to dedicate time to the relationship we build with you. Beyond wealth.
This is why we believe in taking the time to get to know you, your family and your objectives.
By focusing on building a relationship, we understand your needs and can ensure your investments are aligned to your aspirations.
We’re experienced in asking the right questions and helping you and your loved ones navigate through all the conversations you need to have. By keeping it personal, you get a plan that fits with you and your financial objectives.
We’re closer to you,
with local roots
We know how important it is for us to build strong, trusting relationships with you, which is why we have offices across the UK. This legacy of proximity to our clients is in the DNA we share with our parent company – Quintet Private Bank (Europe).
It means we consider how we can apply all of our resources and experience to help plan for all your financial goals. We’re able to tailor our services locally to meet your needs and to provide a personalised plan. In this way, we offer a service that’s personal to you and how you want to work with us.
We combine heritage
with a global outlook
Brown Shipley has a rich heritage, based on solid foundations that date back to the 19th century. We deliver a high level of expertise in an ever-changing landscape, giving you the guidance you need to make informed decisions. Our parent company is Quintet Private Bank (Europe) – which heads a group of private banks and wealth managers operating across more than 30 European cities. As part of the Quintet family, we have greater scale and security, benefiting from a truly global outlook to our already strong foundations.
Our approach.
Our focus is on your financial objectives and what you want from your wealth. Our three core services cover all areas of wealth planning, investment management and lending, to give you a complete, rounded service under one roof.
Listen.
Our personal approach means we take the time to get to know you, your family and your interests, so that we can understand your requirements and ambitions. And in a continuous cycle of understanding what you want from your wealth, we keep on listening so you can be assured we can best suit your needs as they change over time.
Plan.
Your hopes and circumstances are unique, so it makes sense that the plan for your wealth and the team serving you is too. We build a bespoke plan and team to provide the expertise you need, working collaboratively with any professional partner where necessary to complement and enhance their service to get the most out of your plan now and in the future.
Deliver.
Bringing together our core services of wealth planning, investment management and lending, we create bespoke solutions with your very best interests at heart, as we never forget that it’s your money we’re looking after. Dependent upon your specific requirements, the nature of investment management subjects your capital to risk. Our focus is on what you want from your wealth, and our strength is delivering the services you need and working with you to help you realise your life goals, not just your wealth goals.
LAWYERS, ACCOUNTANTS & CORPORATE
FINANCE FIRMS
A clear, unified way forwards.
We look to complement the professional
services our clients receive during
business opportunities and life’s milestones
by working collaboratively with a number
of professional partners.
FINANCIAL PLANNERS
Investment services for your clients.
Our focus on building strong
relationships means many
financial planners value our
investment offering as an
extension of their service.
Mrs Gillett
"The professionalism of our Client Advisor and their understanding of where we are coming from as far as our money is concerned is exemplary .so we would highly recommend the company to friends as they do look after us so well."
Brown Shipley Client
"I have been very happy with the level of advice and support our Client Advisor has provided. They always take the time to explain things clearly and deal with any queries promptly, and they have listened to what I have to say. The management of my portfolio has so far met my expectations"
To become a client of Brown Shipley, you must have a minimum of £1m in investable assets.