You're signed outSign in or to get full access.
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.
Latest 13F Filing Activity
Brown Shipley& Co. LTD filed their most recent 13F report on Sep 30, 2025 disclosing 72 equity positions with a total 13F market value of $189M. The fund increased holdings in Nvidia Corporation, Meta Platforms Inc., Alphabet Inc. among other positions. Brown Shipley& Co. LTD reduced exposure to Otis Worldwide Corp., Servicenow Inc., Fortive Corp. among others.
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 |
| 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 |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more