Brown Shipley | A Quintet Private Bank

We were pleased to celebrate International Women’s Day (IWD) at Brown Shipley. This year's IWD theme, #AccelerateAction, emphasises the importance of taking decisive steps to achieve gender equality. Our DE&I network ‘DIVE’ led the insightful workshop and discussion with two of our non-executive board members, Kath Cates and Marcia Cantor-Grable. Kath and Marcia shared their personal journeys as women in today’s workplace, and provided valuable advice on the steps we can take to further advance gender equality. Some key themes from the discussion surrounded taking control of your career and choices, advocating for yourself, not being afraid, and being a role model. #IWD2025 #AccelerateAction

For years, US equities led the pack – but the balance is shifting. With European equities now outperforming their US peers, our Chief Investment Officer, Daniele Antonucci, underscores the role of active portfolio management to capture new opportunities. Find out why we are rebalancing our portfolio in our March 2025 Counterpoint: https://ow.ly/MogH50Vgt4N Investing puts your capital at risk. #Investing #Economy #Markets #WealthManagement

We’re pleased to welcome Paul Williams as Head of Compliance. Paul has a breadth of product, compliance and conduct experience gained over the past 20 years, with his skillset expanding across retail, wealth management, and commercial banking businesses. Welcome to Brown Shipley Paul. Find out more about Paul here: https://ow.ly/624S50VfHRJ Investing puts your capital at risk.

Unsure where to start when it comes to wealth planning during divorce? We know it can be a tough time, plus high-net-worth divorces can also raise complex financial issues. That’s why our experts are here to help. Want to find out more about how we can help? Read our handy guide here: https://ow.ly/RTby50V7vqk Investing puts your capital at risk.

Our Counterpoint Outlook events wrapped up this week, hosting over 50 guests from our Edinburgh office at The Balmoral Hotel and the lovely Kimpton Blythswood Square Hotel. Our guests enjoyed exclusive insights into the 2025 investment landscape from our Chief Investment Officer, Daniele Antonucci. We were also pleased to have BlackRock join us, showcasing the strong partnership between BlackRock and our parent company, Quintet. Looking back at 2024, a year of surprising economic resilience, we discussed what we learned and how to prepare for 2025. Dive into our full Counterpoint Outlook 2025 here: https://lnkd.in/gUrt_Nkr Investing puts your capital at risk.

According to a survey commissioned by Brown Shipley, 38% of UK entrepreneurs say they plan to explore selling their business earlier than planned due to tax changes announced in the October Budget. Simon Smith, Head of Private Banking, South at Brown Shipley said: “Our survey findings are reflective of conversations we are having with entrepreneurs. Confidence in the UK market is currently more challenging than it has been, and entrepreneurs are carefully assessing their options. In addition to business sentiment, entrepreneurs are considering what inheritance tax changes will mean for the legacy of their business. This reflects the fact that preserving wealth for future generations and succession planning are often key considerations for entrepreneurs when they are looking to sell or pass on their businesses”. You can view the full press release here: https://ow.ly/km7250VaOMV Investing puts your capital at risk.

Divorce can be challenging, especially when significant financial assets are involved. At Brown Shipley, we are here to support you every step of the way, ensuring your best interests are always our priority. Download our guide on the crucial role of Wealth Planning during divorce here: https://ow.ly/LBsT50V7vkf Investing puts your capital at risk.

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.