Discretionary Investment Management

Brown Shipley recognises that the financial circumstances of every investor are unique.

Brown Shipley's Discretionary Management service starts by establishing the key investment principles, risk profile and investment objectives that match each client's circumstances. These will then form the basis for constructing a bespoke portfolio.

The Discretionary Management service enables the Investment Manager to make decisions quickly and seize opportunities as they arise. As market conditions shift, or as our investors' priorities change over time, we are also able to make timely adjustments to rebalance a portfolio according to the new circumstances.