How did your wealth manager perform against its peers in 2019?

How did your wealth manager perform against its peers in 2019?

Most people are drawn to professional wealth management by the promise of superior investment returns. But it can be notoriously difficult for investors to find reliable figures to make comparisons from – a problem we aim to solve.

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2020: a super year for impact investing?

2020: a super year for impact investing?

Investors are increasingly considering the environmental and social impact of how they deploy their capital, and there is no investor too small to help make a difference to the world’s biggest problems.

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Why medics should urgently seek a wealth health check

Why medics should urgently seek a wealth health check

Asset-rich but time-poor professionals have always been core business for wealth managers, but there is now more need than ever for senior healthcare professionals to take proper financial planning and investment advice.

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Could do better? Why it pays to regularly review your relationship

Could do better? Why it pays to regularly review your relationship

There are a plethora of reasons why regularly reviewing your wealth management relationship is an excellent habit. Better performance, value for money and service await.

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Safety as standard: how wealth managers ensure security of assets

Safety as standard: how wealth managers ensure security of assets

Safety of assets should be your top concern when choosing a wealth manager, making it essential to understand how they use custodians and nominee accounts and the costs this will naturally incur.

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The winners are in!

The winners are in!

Wealth management is a high-touch service proposition, but there are firms going far beyond expectations in how they treat clients. Learn who our “People’s Choice” winners are for 2018 and why these Awards are important.

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Have you found your perfect partner? (and what to do if you haven’t)

Have you found your perfect partner? (and what to do if you haven’t)

In an opaque market, finding the right wealth manager for your needs can be highly complex and time-consuming. Working through this series of questions will be invaluable in helping you to recognise when you’ve found “the one”.

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Brown Shipley: Providing comprehensive wealth solutions across the UK

Brown Shipley: Providing comprehensive wealth solutions across the UK

Learn more about Brown Shipley’s combination of wealth planning, investment management and banking services provided across the UK.

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