Brown Shipley& Co. LTD
Brown Shipley & Co Limited is a UK-based private bank founded in 1810, providing wealth planning, investment management, and lending services to private, corporate, and institutional clients. Headquartered in London, it operates as part of Quintet Private Bank (Europe), with additional branches in other UK cities such as Manchester, Edinburgh, and Birmingham. As of 2023, it had 362 employees. Brown Shipley serves high-net-worth individuals and families, offering bespoke financial solutions built on over two centuries of expertise.
Investment Strategy
Brown Shipley focuses on highly personalized wealth management, investment management, and wealth planning solutions primarily for high-net-worth individuals and families. The firm emphasizes tailored financial solutions that address individual client goals, emphasizing trust, long-term relationships, and a tradition of excellence. As part of Quintet Private Bank (Europe), Brown Shipley leverages global market access and deep financial expertise to deliver bespoke investment advice, diversified portfolios, and comprehensive wealth strategies.
Top Holdings
Equity Positions (72)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 15.01% | $28.4M | 54,891 | $311.74 | $517.95 | +$323.1K |
N NVDA | NVIDIA CORPORATION | 14.92% | $28.3M | 151,497 | $30.17 | $186.58 | +$3.8M |
G GOOG | ALPHABET INC | 8.15% | $15.4M | 63,354 | $111.33 | $243.55 | +$1.7M |
G GOOGL | ALPHABET INC | 5.56% | $10.5M | 43,340 | $106.34 | $243.10 | +$2.3M |
V V | VISA INC | 5.56% | $10.5M | 30,835 | $226.70 | $341.38 | -$752.1K |