Note Updated Model Portfolio
Details Below
Brown Shipley is pleased to have teamed up with Novia to offer
investment management solutions through the Novia service.
The services are for advisers who want to provide their clients
with expert investment management choices through a wide range of
managed model portfolios.
Wealth Well Managed
Brown Shipley is a Private Bank where informed advice,
contemporary vision and trust are delivered by a uniquely personal
service. At Brown Shipley the client always comes first, because
caring for their wealth is our business.
We look after clients throughout the UK and beyond. Many are
private individuals and families; some have been with the bank for
generations; some may be starting on their journey with us; some
are established business owners; some dynamic entrepreneurs or
sports professionals. We also act for many charities, trusts and
pension funds as well as professional advisers.
Our investment services are designed exclusively to help clients
hold on to their wealth, grow it and keep it in the family.
Exclusive Portfolios through Novia
Brown Shipley have developed a wholly exclusive investment
service that can be accessed only through Novia.
Twelve model investment portfolios provide advisers with
investment solutions for most client situations. These are
complimented by access through Novia to Brown Shipley Funds, which
offer a small but focused range of collective funds.
The benefits to advisers are:
- You retain full control over your client's
affairs and relationship, whilst Brown Shipley manages the
portfolio in accordance with your instructions.
- Twelve model portfolios provide ease of access
that will cover most clients' investment objectives and risk
profiles.
- Industry rated equity and fixed interest funds
along with multi-asset solutions suitable for smaller and less
sophisticated clients.
- Managed under the supervision of our Investment
Policy Committee. The same active management principles that apply
to our discretionary managed portfolios.
Contact
For more information please contact your usual
Novia Regional Sales Manager, details available here or
speak to Tim Meikle, Intermediary Development Director at Brown
Shipley on:
0207 282 3329 / 07765
771128 / tim.meikle@brownshipley.co.uk
Further Information
Brown Shipley
www.brownshipley.co.uk
