Julian advises his clients on all aspects of their finances, including pensions, investment and estate planning. He has worked in financial services for over 40 years, is a qualified Financial Planner and is an Associate of the Chartered Institute of Bankers.
Robert has 14 years’ experience specialising in the long term growth and protection of damages awards. He started his career at Frenkel Topping, moving to Tilney and then on to Brown Shipley in 2019. Robert has acted as an expert witness to the Courts on the suitability of Periodical Payment Orders, Personal Injury Trusts and […]
Gary has worked in investment management and finance for over 20 years, including being Head of Trading for a regional Wealth Management firm. He specialises in developing business by raising awareness through communication and is qualified in marketing through the Chartered Institute of Marketing, as well as being a fully qualified Chartered Wealth Manager and […]
Sophie joined Brown Shipley in September 2015 after obtaining a first class degree in Mathematics from the University of Manchester. She specialises in advising and managing investments for a diverse range of private and institutional clients. Sophie is qualified as a Chartered Wealth Manager, has a Diploma in Financial Planning and is a member of […]
Rory joined Brown Shipley as Chair of the Board of Directors in 2019. He has over 20 years of board experience within the financial services industry. He has held roles as diverse as Global Head of Capital Markets and Investment Banking at UBS, and Chair and Chief Executive of UBS Group’s Asia Pacific businesses. Rory […]
Richard joined Brown Shipley in 2015 and has worked in financial services for over 10 years both in the UK and abroad. He manages a diverse range of portfolios for private individuals, pension assets, trusts and charities. Richard is a Chartered Member of the CISI and holds the Chartered Wealth Manager Qualification.
Sandra Dailidyte is a Client Senior Manager having joined Brown Shipley in 2019. She is responsible for the management of clients’ investments as well as providing broader wealth management advice to new and existing clients in Scotland. Sandra spent four years at TCAM Asset Management/Seven Investment Management where she was responsible for managing discretionary portfolios […]
Nick is Brown Shipley’s Regional Head – North West, a highly experienced wealth management and investment professional with a career spanning more than 30 years. Nick joined Brown Shipley from Arbuthnot Latham where he was Director, Private Banking in Manchester. Prior to this, he spent over 20 years at Coutts where he held a number […]
Cyrique joined Brown Shipley as Asset Allocation Strategist in our Investment Office and is responsible for leading the asset allocation process. With 15 years of investment experience, Cyrique previously worked for Morningstar Investment Management Europe Ltd. and prior to this, spent several years at Merrill Lynch Wealth Management.
Anthony Swings serves as Group Chief Risk Officer at KBL epb, a position he assumed in 2018 and was appointed to the Brown Shipley Board in 2019. Earlier, he served as Group Head of Risk, supervising colleagues in Luxembourg and across the group’s network. A Belgian national who earned his degree in civil engineering at […]