We manage discretionary portfolios for over 1,000 private clients, family and charitable trusts and SIPPs. We do not operate a minimum portfolio size but clients using our bespoke service usually have funds in excess of £250,000. For amounts below this threshold we offer our Collectives Managed Service.

At the heart of our investment philosophy is a belief in the ability of equities to deliver real (i.e. above inflation) growth of capital and income over the longer term. We have a bias towards the “Value” style of investing and look for companies that have strong balance sheets, good cashflow, capable management and the potential to grow dividends at an above average rate. Despite these positive attributes, such companies are often rated below the market average and can languish unnoticed for lengthy periods of time. This is when, we believe, investors need to demonstrate patience and not become distracted by short term movements in markets but take comfort in the knowledge that attractive income returns are accruing. 

When something is hitting the headlines as the “must have” investment our clients can find, if we have done our job properly, that they may have had this year’s “must have” investment in their portfolios for some time and are benefiting from seeing it rerated as other investors become interested. This is the essence of our stated philosophy for picking shares that are fundamentally sound but may, at times, be temporarily out of favour. We look to the long term in as many cases as possible investing where and when we have a sound understanding - offering you true expertise.

The strongly held convictions that drive our investment philosophy are echoed in our commitment to delivering first class service to our clients. The success of this is reflected by the fact most of our clients come to us on the personal recommendation of existing clients to the point we act, in some cases, for several generations of the same family .

Meet the Team

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Whats New

Market Review June 2010

NW Brown Online

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Our services

• Discretionary investment management
• ISA Management
• Self Invested Pensions
• Smaller Portfolio Management
• Stockbroking via Charles Stanley and Company Limited

We would be delighted for you to become a client.

Contact us: investment.management@nwbrown.co.uk

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