Wealth Manager - the site for professional investment managers

Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Office Spotlight: Brown Shipley, Birmingham

Office Spotlight: Brown Shipley, Birmingham

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.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
2 Comments Play Tim Steer: how to spot a stock disaster coming

Tim Steer: how to spot a stock disaster coming

The former Citywire AAA-rated fund manager has written a book on 22 stock disasters and how forensic examination of annual reports could have spotted them coming.

Play CEO tapes: the gap between best and worst alternatives is stark

CEO tapes: the gap between best and worst alternatives is stark

In the final part of our series we take a look at the rise of illiquid investing and whether it really serves in clients best interests.

Play CEO Tapes: dangerous data and great technology

CEO Tapes: dangerous data and great technology

In the third part of our latest series the debate turns to technology and the huge impact it is having on the fund management industry.

Read More
Wealth Manager on Twitter