Brown Shipley | A Quintet Private Bank

Looking for a new wealth manager? For over 200 years we’ve been working with clients like you to understand and support your wealth needs. By getting to know you and your family, we’re perfectly placed to adapt as your needs change over time, which is just one of the reasons many of our clients have trusted us for generations. https://ow.ly/Ssan50UvS8s Investing puts your capital at risk.

Your financial situation will change with divorce. By working with a Wealth Manager, you have an expert team on your side, acting in your best interests at every stage. We can help you feel confident about complex decisions and get the best from your new start. Download ‘The importance of Wealth Planning when going through divorce’ guide today: https://ow.ly/3ntr50V46eB Investing puts your capital at risk.

Thinking about selling your business but not sure where to start? Georgina Breeze recently shared her expert insights on the process with Insider Media. Read more here: https://lnkd.in/eVtJ8RVM Investing puts your capital at risk.

This week our Counterpoint Outlook event series continued, our Leeds office welcomed guests at the stunning Grantley Hall in Ripon. Chief Investment Officer, Daniele Antonucci, was joined by Warren K. Hastings, ASIP, Co-Head of Investment and Head of Portfolio Management. Whilst discussing the year ahead they also shared our high-level positioning and what this means in practice, regarding our portfolios. We were thrilled to have BlackRock join us to discuss their impactful partnership with Quintet and the benefits this brings to our clients. We’ve received numerous messages of thanks from our guests who found the event to be welcoming, insightful and informative. Want to find out more? Dive deeper into our findings with our Counterpoint Outlook 2025: https://lnkd.in/gUrt_Nkr Investing puts your capital at risk.

Making the most of financial opportunities may require flexible lending solutions. Look no further, speak to one of our Client Advisors today. https://ow.ly/qUZ150UvS5h Lending is subject to status.

We believe that connecting with one another is key to meeting the needs of the families we serve from one generation to the next. That’s why we recently brought together colleagues from across Europe and the UK for 24 hours to focus on how we can “Connect to Grow,” the theme of our annual wealth management offsite. Over two days, 130 colleagues – including client advisors, investment specialists and lending experts with varied backgrounds – engaged in interactive discussions and shared experience. Together, they co-created plans to serve our clients even better and, as a consequence, drive our firm’s sustained growth. We recognise that such long-term growth requires teamwork, partnerships and collaboration. Because we know there is nothing that any one of us can do better alone than we can do together. That’s why “Connect to Grow” is our spirit every day. Discover Brown Shipley, where colleagues connect to grow: https://lnkd.in/gMPqQBN #Connections #Collaboration #ClientCentricity #CorporateCulture

A recent Brown Shipley survey reveals that wealthy Brits are more likely to credit their wealth to market investments rather than property. 35% of affluent Brits say their wealth comes from investment performance, while 19% attribute it to property investments. These findings highlight the importance of diversifying investment portfolios, especially in today’s challenging market conditions and changing fiscal policies. As a UK private bank with more than two centuries of heritage, we have a rich history of helping families navigate complex financial decisions across generations. Find out more here: https://lnkd.in/gmfVFcRg Investing puts your capital at risk.

This week our Counterpoint Outlook events continued, entertaining over 90 guests from our Manchester and Birmingham offices, at some incredible venues, including The Ivy, Tattu and The Grand Hotel. Our guests gained key insights into what the 2025 investment landscape looks like from our Chief Investment Officer, Daniele Antonucci and Co-head of Investments & Group Head of Portfolio Management, Warren K. Hastings, ASIP. Also in attendance were BlackRock, who shared more about the valuable partnership between BlackRock and our parent company Quintet. We also looked back at 2024, a year that showed unexpected economic resilience. What have we learned, and how can we prepare for 2025? To find out more, read our full Counterpoint Outlook 2025 here: https://lnkd.in/gUrt_Nkr Investing puts your capital at risk.

Looking for expert financial advice? Speak with one of our experienced Client Advisors today and find out how we can help you. Discover more: https://lnkd.in/e3VcY2hU Investing puts your capital at risk.

49% of wealthy individuals aren't always sure they've made a good financial decision. As part of our parent company Quintet Private Bank’s partnership with BlackRock, the 2024 report conducted by Ipsos UK, provides a deep dive into the psychology of wealth in 2024. This report allows us to better understand the evolving attitudes and values that shape wealth today. Do these insights resonate with you? Discover fascinating insights in the full report, including: - Perspectives on the purpose of wealth: How individuals define the role of their wealth. - Attitudinal differences on wealth: The contrasting views of generational wealth holders and first-generation wealth creators. Download the report here: https://lnkd.in/e-U7Dybb Investing puts your capital at risk. #LeadershipInsights #StrategicPerspectives #PrivateWealth #WealthPsychology