INVESTMENT MANAGEMENT
Your investments actively managed for optimal performance
At Brown Shipley, we provide tailored investment management services designed to help you achieve your financial goals. With a legacy of excellence in private banking and wealth management, our tailored solutions ensure that your portfolio reflects your aspirations and risk tolerance while delivering long-term value.
We take the time to understand you so that we can properly assess the kind of investment portfolio and strategy you need to fit your lifestyle.
Overview of Investment Management
Investment management goes beyond simply selecting assets. It encompasses the strategic allocation of assets to optimise returns while minimising risks. At Brown Shipley, our approach is underpinned by a thorough understanding of global markets, portfolio construction and a commitment to aligning investments with your unique circumstances.
Key aspects of our investment management services include:
- Portfolio construction: Building diversified portfolios that balance risk and return.
- Dynamic asset allocation: Adjusting investment strategies in response to market conditions and your evolving objectives.
- Global expertise: Leveraging insights from our parent company, Quintet Group, to access global investment opportunities.
Together with BlackRock
Our parent company Quintet have worked with BlackRock to provide our clients with a broad range of exclusive solutions across a large number of asset classes.
Our clients now benefit from more sophisticated risk management and analysis tools.
Customised investment solutions
No two clients are the same, and our personalise approach reflects this. Our investment management team takes the time to understand your financial aspirations, life goals, and priorities. This allows us to create bespoke strategies for you.
Key features of our tailored solutions:
- Personalised risk assessment: We align your portfolio with your comfort level and long-term objectives.
- Open architecture: Access to a broad range of asset classes, funds, and investment products from leading providers.
- Flexibility: Whether you prefer a discretionary, advisory, or execution-only service, we adapt to your preferences.
Our five Investment Profiles
Cautious, Income, Balanced, Growth and Dynamic – cover a broad range of personal objectives and investment approaches. Within each profile we create dedicated portfolios that allow us meet your specific needs, views and objectives.
For illustrative purposes only.
As involved as you want to be
You can choose to let your experienced Client Advisor take care of your portfolio, through our Discretionary Management Service. Alternatively, you can opt for our Advisory Service, where you can be more involved in making decisions, by having each recommendation referred to you before being executed. Or if you prefer, you could opt for Execution Only, where we just carry out trades on your instruction.
Ready to chat to one of our experienced Client Advisors?
Interested in learning more about our investment management services? Complete the form below to speak to one of our Client Advisors.
To receive advice and to become a client of Brown Shipley, you must have a minimum of £1m of investable assets.
Why choose Brown Shipley for investment management services?
With over two centuries of expertise, Brown Shipley combines the personal service of a boutique firm with the global resources of a leading private banking group. Our holistic approach to wealth management ensures that every aspect of your financial journey is supported by industry-leading expertise.
Discover how our investment management services can help secure your financial future.
Case study: Investment Management for the long term
Doing the research
We will also work with carefully selected third parties where we believe they add value to our investment approach. The next steps are to put the constituent parts and individual selections within a portfolio, which is aligned to your objectives and risk profile.
Your finances at your fingertips
Regular contact is key to what we do, not only to keep you up to date with your wealth performance, but also to ensure any changes in circumstances are reflected in your investment choices. By letting us know if your financial situation, appetite for risk, time horizon or income priorities change, we can adapt our approach and your investments to suit your new goals.
Equities, bonds and more in your portfolio
Our Investment Universe consists of a range of investment types and asset classes, each with their own benefits and risk potential, which your Client Adviser will explain and discuss further with you. These include:
- Equities
- Fixed Income
- Bonds
- Cash
- Collectives
- Alternatives (e.g. Commodities and Hedge Funds)
- Structured Products
FAQs Investment Management
Please visit our FAQs page if you have questions about the Brown Shipley Investment Management service.
READ MORE
Brown Shipley funds
Brown Shipley manages a range of collective investments known as SVS Brown Shipley Funds. These are designed to provide managed growth or income investments on a collective basis for smaller portfolios, or to access specific investment opportunities. Discover more about our multi-asset funds.
Important Information
Our Investment Management service involves investing your capital, which places it at risk. Investment risk 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.