Specialist Client Profiles
Different Clients : Different Lives : Different Ambitions
If you are considering whether Brown Shipley might be right for you please read the example profiles that follow. They are illustrations and the list is not definitive. If you would like to know more please contact us using the form in this section.
Clients moving to the UK from Overseas
Overseas clients with significant sums to invest, and thinking of moving to the UK, can find an attractive investment proposition due to recent changes in immigration regulation. Brown Shipley can construct portfolios to meet Tier 1 Investment Visa requirements for UK residency.
We will also manage your portfolio to ensure investment weightings and thresholds are in line with these requirements. Key benefits of Brown Shipley:
- Our investment threshold for a Tier 1 Visa starts from £1m
- We can invest directly into UK equities alongside the fixed income elements
- Full banking service, including lending, can be provided alongside investment service
- Independent UK authorised bank
- Part of the KBL network with pan-European offices including Monaco, Luxembourg and Switzerland ; international banking offered through KBL network
Eligibility to apply is dependent partly on the amount and type of investments made in the UK.
CONTACT
Ian Rogers
Head of Intermediary Development
Email Ian
Call: 020 7282 3301
South Asian Clients
Brown Shipley offers a private banking service aimed at clients originally from the South Asian sub-continent, through our dedicated and expert in-house team. Read more about our service.
Sports professionals
Brown Shipley has been guiding professionals in sports for many years. The service we offer is strictly personal and private – a specialist service which recognises each client has individual circumstances and requirements. We are not agents. We are conscious that as your career progresses, your needs and aspirations will change. This successful planning is necessary to manage your lifestyle through the different stages. Read more about our service.
CONTACT
Stuart McCarthy
Private Client Manager
Email Stuart
Call: 020 7282 3225
Charities
Brown Shipley has an extensive pedigree in the management of investments for registered charities. Our service is bespoke and usually provided on a discretionary basis. The charity investments are personally managed by one of our experienced investment professionals who will also be the point of contact with the Trustees.
Supported by the disciplines of the Brown Shipley Investment Policy Committee, portfolios are designed to reflect specific investment objectives, to support any particular social and ethical considerations and take account of performance benchmarks.
CONTACT
Andrew Goodchild
Divisional Investment Director
Email Andrew
Call: 0113 394 2121
CONTACT
Paul Embleton
Private Client Senior Manager
Email Paul
Call: 0131 524 1278
Personal Injury and Compensation Awards
A large compensation award is for life - a legacy to be managed in a measured and risk-averse manner. Because caring for the claimant's financial security is our business, we ensure direct contact is always with the investment manager, an individual experienced in the financial management of awards.
CONTACT
Simon Monk
Private Client Divisional Director
Email Simon
Call: 020 7282 3395
CONTACT
James Carter
Private Client Director
Email James
Call: 0161 214 6636
Entrepreneurs
Whether you have just sold your business or are currently in the throes of running one, the likelihood is your wealth planning needs are unique. Brown Shipley’s advisory services can help you set up or advise you on your pension, look after your investment management needs with our discretionary service. We can also create offshore solutions for you if you are not domiciled in the United Kingdom.
CONTACT
Ian Rogers
Head of Intermediary Development
Email Ian
Call: 020 7282 3301