Partnering with professionals for enhanced service.
We work closely with lawyers, accountants and corporate finance professionals to deliver joined-up, client-centric solutions, drawing upon our wealth planning and investment management services, as well as flexible lending solutions where required. By combining your expertise with ours, we create a seamless experience for clients, ensuring every decision is aligned, every opportunity is maximised, and every outcome is considered through a shared lens.
Part of the team.
We build long-term relationships with professional advisers based on shared values - trust, transparency and a commitment to putting clients first. Professional advisers trust us with their clients as we often share common values of service, security and integrity, and always put the needs of the client first. We understand that our clients’ financial affairs are often complex, so we always look for ways in which our services can be integrated with their strategy to complement and enhance the combined offering.
Collaboration - how we work together
At Brown Shipley, we believe the best outcomes are achieved through collaboration. We work in close partnership with lawyers, accountants and corporate finance professionals - combining our expertise with yours to support our shared clients. By aligning early, communicating openly and planning together, we deliver a seamless experience that reflects the full picture of each client’s needs, ambitions and circumstances.
Our boutique size means clients can rely on us to be genuinely personal, but as part of the Quintet Private Banking Group, it gives our clients the scale, security, and global perspective of a European banking group, along with the worldwide reach, access and expertise that comes from a key strategic partnership with BlackRock, the world’s largest asset manager.
Why partners choose us:
- Seamless collaboration with experienced advisers
- Deep understanding of complex client needs
- Integrated wealth, investment and lending expertise
- Focus on long-term client relationships
- A partnership approach — not a transactional one
Key considerations
Understanding the complexity of their situation, we introduced the client to a Brown Shipley Wealth Planner and an Investment Specialist, and trusted external Corporate Finance, Legal, and Accounting advisers.
Broader considerations were required, taking into account the involvement and needs of the wider family.
How we helped
We worked closely with the client and his family, and the combined expert teams over an extended period, maintaining contact to understand his evolving needs and concerns. Following the sale of the business, we provided Advisory solutions for short-term holding of the sale proceeds, plus tax planning, whilst being involved in the wider structuring conversations with the lawyer and accountant around how the family will invest the funds long term.
Collaboration between the internal team and external advisers was critical to success to bring solutions to the client and guide him through key considerations and timings.
Client outcome
The client credited Brown Shipley with helping to get the business sale completed due to our strong contacts and guidance throughout the transaction process which progressed over almost a year. He noted our proactive support and expert guidance, coordinated around the family’s needs which ensured a successful execution at each stage.
The family continues to rely on Brown Shipley’s expertise for ongoing financial guidance, reflecting the strong relationship and trust built throughout this transformative period.
Case study: Entrepreneurs
An entrepreneur contacted Brown Shipley prior to a significant liquidity event. The client and his family were already invested with other wealth managers but needed help to execute a large business sale and support them along this wealth creation journey.
Key considerations
Understanding the complexity of their situation, we introduced the client to a Brown Shipley Wealth Planner and an Investment Specialist, and trusted external Corporate Finance, Legal, and Accounting advisers.
Broader considerations were required, taking into account the involvement and needs of the wider family.
How we helped
We worked closely with the client and his family, and the combined expert teams over an extended period, maintaining contact to understand his evolving needs and concerns. Following the sale of the business, we provided Advisory solutions for short-term holding of the sale proceeds, plus tax planning, whilst being involved in the wider structuring conversations with the lawyer and accountant around how the family will invest the funds long term.
Collaboration between the internal team and external advisers was critical to success to bring solutions to the client and guide him through key considerations and timings.
Client outcome
The client credited Brown Shipley with helping to get the business sale completed due to our strong contacts and guidance throughout the transaction process which progressed over almost a year. He noted our proactive support and expert guidance, coordinated around the family’s needs which ensured a successful execution at each stage.
The family continues to rely on Brown Shipley’s expertise for ongoing financial guidance, reflecting the strong relationship and trust built throughout this transformative period.
A complete service.
Having wealth planning, investment management and lending expertise in a single provider is not just convenient and cost-effective, but essential in providing clients with a comprehensive service. Our expertise spans the following areas:
Family wealth
We’ve helped generations of families handle their business matters, getting to know them and their companies in order to provide truly tailored advice. Ensuring a smooth transition to the next generation is paramount and we have extensive succession planning experience, which extends to the use of Family Investment Companies as a tax efficient way of passing wealth down generations.
Personal milestones & family matters
We guide families or private clients through life’s milestones such as death, divorce or inheritance, via our core services of wealth planning, investment management and lending.
We provide sensitive and professional support to clients working closely with many family lawyers, and can look to provide lending facilities to assist clients through their divorce proceedings. This can be used to help fund legal fees.
Charities & trusts
We work closely with trustees to ensure that we fully understand the risk mandate and investment objectives of their respective charities. This extends to fully understanding the investment principles, challenges and aspirations of the charity to ensure our services are fully tailored to their ongoing needs.
Supporting business sellers
We work in partnership with Corporate Finance professionals, including lawyers and accountants, to engage with clients who are looking to sell their business. We’re on hand to provide expert guidance and structure pre and post-sale.
This includes collaborating with our professional partners and the client to ensure they’re prepared with a structured wealth plan and road map for the future.
Contact us
Learn how we work in partnership with trusted advisers to deliver better outcomes for our shared clients. We collaborate closely with lawyers, accountants, and corporate finance professionals to support clients with complex needs. Complete the short form below to access our Professional Introducer Pitchbook and, if you’d like, connect with a member of our team to explore how we could work together.
News & Insights
The services described above can involve placing your capital at risk. The value of investments and any income from them may fluctuate and is not guaranteed. Investors may not get back the amount originally invested. References to taxation referred to on this site are those available under current legislation, which may change, and their availability and value depend on individual circumstances. Brown Shipley does not provide tax advice and clients should consider taking professional tax advice before any investment is made. Lending subject to status