Specialist Client Profiles
Different Clients : Different Lives : Different Ambitions
If you are considering whether Brown Shipley private banking might be right for your wealth management requirements 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.
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.
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.
Call: 020 7282 3225
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.
Divisional Investment Director
Call: 0113 394 2121
Client Senior Manager
Call: 0131 524 1278
Personal Injury and Compensation Awards
A large compensation award is for life. In order to care for a claimant’s financial security we ensure awards are managed in a measured and risk-averse manner. Our team of Wealth Managers specialise in investment management for Court of Protection clients, personal injury trusts clients and personal injury trusts. Due to the sensitive nature of such awards, we ensure direct contact is always with an individual experienced in the financial management of awards, giving you the reassurance that your needs are being looked after.
Call: 0161 214 6636
Call: 0161 214 6730
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.
Head of Intermediary Development
Call: 020 7282 3301