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Investment Management

BS

Bespoke investment management is the principal focus of Brown Shipley's private client service. We serve an exclusive group of clients and manage individual portfolios typically upwards from £250,000.

Through our Discretionary Investment Management service, our investment managers provide professional expertise in the strategic planning, day-to-day trading and management of a portfolio. For complete peace of mind, we look after every aspect of securities administration.

Investment policy at Brown Shipley is controlled by our Investment Policy Committee (IPC).  It monitors UK and international equities, AIM stocks, fixed interest, collective and alternative investments and maintains an actively managed list of approved holdings.

Late 19th century banking textbooks from the Brown Shipley library