© Brown Shipley 2012
It is true to say that most of our clients want us to look after their investments as they don't have either the time, expertise or inclination to handle this themselves.
Discretionary Investment Management means that Brown Shipley will manage your investments. But only after establishing your objectives, risk profile and personal financial circumstances will we be in a position to construct a bespoke portfolio. There are no standard solutions at Brown Shipley.
Typically our clients' portfolios range in size from £250,000 to £10 million.
Here are the highlights. There is considerably more detail that we can only explain in a 'without obligation' dialogue.
- Each client can be assured of their own dedicated investment manager
- Bespoke investment strategy and performance measurement
- Active management, full administration service and income management
- Brown Shipley's own Investment Policy Committee (IPC) >> read more
- On-line valuations and transaction reporting >> Click here for more details
- Trustee and professional advisor service
- Transparent charging >> learn more