Brown Shipley

Service provider
Private Bank
Min. account size
£500,000
Ownership
Private
Size of wealth manager
Medium
Founded
1810
Size
UK Wide

Brown Shipley Factfile

Andrew Butler-Cassar
Head of London

Brown Shipley offers fully integrated wealth planning, investment management and lending services, combining good old-fashioned values with the flair and creativity of modern thinking.
Our core offering brings together wealth planning and investment management recommendations to create a wealth plan that helps you make those decisions important to you. We work together, guided by your wealth plan and carefully incorporating any changes in your circumstances, to help you reach your goals. We can also incorporate our flexible lending solutions to provide you further options for your wealth plan, which don’t necessarily require any disruption to your investments. It’s the power of our three services working in harmony that achieves the best results for you and your family.

Contact person Relationship manager
Fee structure Annual fee
Min. account size £500,000
Contact person Relationship manager
Portfolio types Model, bespoke
Composition Fund, direct, tracker, mixture
In-house service
Pension advice
Tax efficient investments
Portfolio lending
Mortgages (residential)
Commercial Property
Other finance Jet, yacht, art
Online dealing
Timezones UK
Margin accounts
Retail banking
Ethical investing
Philanthropy

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