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.

  • Sports Professionals
  • Charities
  • Personal Injury and Clinical Negligence
  • Entrepreneurs

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.

Stuart McCarthy

CONTACT

Stuart McCarthy
Client Director
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.

Andrew Goodchild

CONTACT

Andrew Goodchild
Divisional Investment Director
Email Andrew
Call: 0113 394 2121

Paul Embleton

CONTACT

Paul Embleton
Client Senior Manager
Email Paul
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.

James Carter

CONTACT

James Carter
Client Director
Email James
Call: 0161 214 6636

Andrew Ramsden

CONTACT

Andrew Ramsden
Client Director
Email Andrew
Call: 0161 214 6730


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.

 

Ian Rogers

CONTACT

Ian Rogers
Head of Intermediary Development
Email Ian
Call: 020 7282 3301