Date office opened: 2008
Group assets under management: £7.8bn
Number in team: 13
Number of clients: 800
Top three fund picks:
- Invesco Asian Income
- Baillie Gifford American
- Fidelity UK Opportunities
Q&A with Anne Brookes, regional head, Brown Shipley, Birmingham (pictured below):
What is your typical client demographic?
We have a wide variety of clients, mainly consisting of professionals and business owners that require advice and wealth planning services. This enables us to utilise our three core services – wealth planning, investment management and lending – which we aim to combine for the benefit of our clients.
What differentiates your region?
The Midlands has a rich and varied history with Birmingham known as the ‘city of a thousand trades’. This gives us a lot of great clients who have established multi-generational businesses across a range of sectors.
What challenges does your area face?
Birmingham is thriving at the moment. From our office windows you can see the hive of construction activity underlining the confidence businesses have in the Midlands, though this growth does inevitably attract competition and the pains that come with a developing city.
What’s the best thing about living in your area?
The Midlands and Birmingham have undergone a huge amount of change over the last decade and we are now in the final stages of developing a truly world class city from restaurants and bars to culture, sports and transport.
What is a typical regional saying?
Bostin’ – meaning amazing, brilliant or excellent.
Are you bullish or bearish?
We are cautiously optimistic. Over the last six months, geopolitics alongside expected central bank action has injected volatility and, as a result, uncertainty into the markets. However, like so many of the potentially market moving events that were shrugged off in 2017, issues that initially rocked markets this year were quickly factored in with minimal long term impact.