Investment Management

At NW Brown Investment Management we work on behalf of a diverse client base consisting of private individuals, family and charitable trusts and pension funds. We have the breadth of experience and the expertise to manage a wide range of bespoke discretionary portfolios, often incorporating ISAs and SIPPs.  The majority of our new clients come to us because of a referral from an existing client and over the years our funds under management have grown to a  current total of £650m.

Service you can trust

We believe that a successful working relationship needs to be based on mutual trust and understanding.  As a client of NW Brown, you will benefit from a one to one relationship with a member of our wealth management team.  Your wealth manager will take time to build up a comprehensive picture and understanding of your circumstances, carefully establishing your investment objectives and related matters such as your tax status and tolerance to risk.  We will design and agree with you a bespoke strategy to meet your specific needs, which we then keep under regular review to ensure continuing suitability.

A Bespoke Investment Strategy

Your investment strategy is not set in stone and the structure of your portfolio can be changed at any time to deal with changes in your financial circumstances.  It will also change over time as the attractiveness of different asset classes change but will always remain appropriate to your circumstances.

Regular Reviews

We keep you in touch with the progress of your investments by way of regular portfolio reports, which often form the basis for a meeting between you and your manager.  We believe it is important that your affairs are managed in the round and will be pleased to work in conjunction with your other professional advisers.

As a client of NW Brown, you can access our secure online service to review your portfolio at any time at https://portal.nwbrown.co.uk.  You can also choose to receive all correspondence through this service.

Our services include:

Discretionary Portfolio Management

ISA Management

SIPP Management

Collectives Management

Charity Portfolio Management

For more information about our Portfolio Management service or to arrange a meeting with one of our investment managers, please complete our enquiry form, send us an email or call us on 01223 720207.

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