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Investment management

Model Portfolio
Service.

Brown Shipley have been successfully managing volatility and risk adjusted model portfolios for Financial Planners on platforms since June 2010. This discretionary managed service allows you to outsource your investment management whilst still retaining client ownership.

 

Model Portfolio Service for Cambridge and Norwich Clients

NW Brown, who were acquired by Brown Shipley in 2019, have also managed risk adjusted model portfolios for Cambridge and Norwich clients since 2013. These model portfolios were created to align to a risk profile that clients had agreed with their Adviser while under NW Brown. These portfolios are now managed by the Brown Shipley Investment Office.

Investing puts your capital at risk.

 

Range of platforms.

Brown Shipley’s risk rated three to eight and the two income Model Portfolios have attained risk profile ratings from Distribution Technology.

We recognise the need to provide Financial Planners with a range of platforms to access this service so we have partnered with some of the UK’s award winning platforms, listed below.

Ascentric
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Standard Life
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Transact
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