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Brown Shipley

Full company profile

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Namestring
Brown Shipley
Legal namestring
Brown Shipley & Co Limited
Company typeenum
Private
Founded yearint
1810
Descriptiontext

Brown Shipley & Co Limited is a UK-authorised private bank founded in 1810, headquartered at 2 Moorgate, London, and operating through eight offices across the United Kingdom. It is a wholly-owned subsidiary of Luxembourg-headquartered Quintet Private Bank (Europe) S.A., which oversees more than €105 billion in total client assets across 30+ European cities and group brands including Merck Finck, InsingerGilissen, Puilaetco, and Quintet Luxembourg/Denmark.

The firm provides an integrated wealth management offering to high-net-worth individuals and families, requiring a minimum of £1 million of investable assets. Core service lines include wealth planning (retirement, estate, pension, philanthropy), discretionary investment management (including ESG investing and the SVS Brown Shipley fund range), and flexible lending solutions. The technology stack includes BlackRock's Aladdin risk management platform, the "My Brown Shipley" online and mobile client portal with biometric authentication, and a PSD2-compliant XS2A API developer portal. Brown Shipley also serves financial intermediaries and institutional clients through dedicated teams and the newly launched Quintet Financial Services (QFS) B2B platform, which delivers custody, execution, fund servicing, and digital asset services on a digital-first operating model.

The revenue model combines recurring wealth management and advisory fees, lending interest income, cash deposit interest spreads, and institutional services revenue via QFS. Distribution is relationship-led: services are sold through Client Advisors in regional offices, supplemented by professional partner referrals and direct digital channels, with revenue underpinned by FCA/PRA regulation and FSCS deposit protection up to £120,000.

Short descriptiontext

Brown Shipley is a UK private bank serving high-net-worth individuals and institutional clients through eight offices, offering wealth planning, investment management, lending, and the QFS B2B platform as part of Quintet Private Bank (Europe).

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
251–500
akta.pro rankint
HeadquartersLondon, United Kingdom
HQ citystring
London
HQ countrystring
United Kingdom
HQ regionstring
Europe
Markets served

Serves global market

Offices8 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
private banking, wealth management, investment management, lending services, estate planning
NAICS code3 codes
  • 523940
  • 52394
  • 525
SIC code1 code
  • 6282
Product category
Private Banking
Social media profiles2 records
GTM motion3 records

Each record includes

Type, Description, Source

Revenue model4 records
1Wealth Management and Advisory Fees
TypeSubscription Recurring
Description

Fees charged for comprehensive wealth planning, investment management, and advisory services provided to high-net-worth clients. Services include portfolio management, financial planning, estate planning, and retirement planning.

brownshipley.com
2Lending Interest Income
TypeManaged Services
Description

Interest income from lending solutions including personal loans (repayment and interest-only basis), flexible overdraft facilities, and term deposits. Rates are tied to BS Reference Rate for Loans.

brownshipley.com
3Cash Deposit Interest Spread
TypeManaged Services
Description

Interest earned on cash deposits held in GBP, USD, and EUR. Rates apply on cleared credit balances with tiered structures based on deposit amounts.

brownshipley.com
4Institutional Services (QFS)
TypeProfessional Services
Description

Custody, execution and fund servicing for institutional clients and financial intermediaries through the QFS B2B platform.

brownshipley.com
Marketing channels5 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Pricing details3 tiers
1Minimum investable assets requirement of £1 million for private clients
ModelSubscriptionBilling cadenceAnnual
Notes

Minimum threshold: £1m of investable assets. To receive advice and become a client, this minimum asset requirement must be met.

brownshipley.com
2Cash deposit interest rates tiered by balance bands
ModelUsage-basedBilling cadenceQuarterly
Notes

GBP/EUR/USD: Up to £99,999 - Base rate less 3.25%; £100,000-250,000 - Base rate less 2.25%; Above £250,000 - Base rate less 1.25%. Interest calculated daily, paid quarterly.

brownshipley.com
3Loan reference rates by period and currency
ModelUsage-basedBilling cadencePay-as-you-go
Notes

GBP: Overnight 3.73%, 1M 3.72%, 3M 3.75%, 6M 3.84%, 12M 3.98%. EUR: Overnight 2.18%, 1M 2.24%, 3M 2.32%, 6M 2.64%, 12M 2.82%. USD: Overnight 3.62%, 1M 3.64%, 3M 3.72%, 6M 3.82%, 12M 3.98%. Brown Shipley base rate for loans: 3.75% (GBP). All rates subject to variation.

brownshipley.com
GTM typeB2B and B2C
B2B and B2C
Offering typeServices
Services
Brand1 record
1My Brown Shipley
Description

Online banking and wealth management portal for clients

brownshipley.com
Core offering1 text field

Brown Shipley is a UK authorised private bank that provides high-net-worth individuals and families with an integrated wealth management service combining wealth planning, discretionary investment management, and lending solutions. The firm also operates Quintet Financial Services (QFS), a B2B platform providing custody, execution, and fund servicing to institutional clients and financial intermediaries. Services are delivered through eight UK offices supported by dedicated Client Advisors, with a minimum investable asset threshold of £1 million.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 3 values shown
  • Research indicates 66% of HNW individuals who derive wealth from entrepreneurship have full confidence in their bank/financial advisor for asset preservation
+2 more records
Product overview1 text field

Brown Shipley is a UK-based private bank offering an integrated wealth management platform combining wealth planning, investment management, and lending services. The core product suite includes My Brown Shipley (secure online/ mobile client portal), wealth planning services (retirement, estate, pension planning), discretionary investment management (including ESG investing and access to SVS Brown Shipley Funds), and lending solutions. For institutional clients, QFS provides a B2B digital platform for custody, execution, and fund servicing. The company serves high-net-worth private clients (minimum £1m investable assets), business owners, families, and institutional/professional investors through 8 UK offices, as part of Quintet Private Bank (Europe).

Product and service1 record
1My Brown Shipley
Scale indicator5 records

Each record includes

Type, Value, Description, Source

Partnership3 partners
Strategic tierCoreTypeOthersAnnounced on2026-06-11
Description

Quintet Private Bank is the parent company of Brown Shipley, providing strategic direction, capital support, and group-wide capabilities including risk management, compliance, and operational infrastructure. Brown Shipley operates as Quintet's UK subsidiary under shared corporate identity.

Strategic tierFlagshipTypeStrategic or Co-development PartnerAnnounced on2026-06-11
Description

QFS is a dedicated B2B platform for institutional and professional investors across Europe and UK, launched as a distinct business line within Quintet group. Brown Shipley serves as the UK entity providing services to relevant UK clients through QFS, offering custody, execution, and fund servicing capabilities via digital-first operating model.

Strategic tierCoreTypeStrategic or Co-development PartnerAnnounced on2023-07-06
Description

Quintet (parent of Brown Shipley) signed MoU with BlackRock to extend investment capabilities. BlackRock provides access to expanded investment tools, products, and solutions including exclusive funds launched for Quintet Group clients. Brown Shipley leverages Aladdin risk management platform and gains access to BlackRock's expertise in asset allocation, fund selection, and third-party manager monitoring while retaining full investment decision-making control.

Recent move9 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Market position
Competitive moat5 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers5 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment5 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile5 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
Yes

Docs URL, Description

AI maturity
App detail

Has app

Feature3 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles2 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries7 records

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Brown Shipley

Private Bankingbrownshipley.com

Brown Shipley is a UK private bank serving high-net-worth individuals and institutional clients through eight offices, offering wealth planning, investment management, lending, and the QFS B2B platform as part of Quintet Private Bank (Europe).

What Brown Shipley does

Brown Shipley & Co Limited is a UK-authorised private bank founded in 1810, headquartered at 2 Moorgate, London, and operating through eight offices across the United Kingdom. It is a wholly-owned subsidiary of Luxembourg-headquartered Quintet Private Bank (Europe) S.A., which oversees more than €105 billion in total client assets across 30+ European cities and group brands including Merck Finck, InsingerGilissen, Puilaetco, and Quintet Luxembourg/Denmark.

The firm provides an integrated wealth management offering to high-net-worth individuals and families, requiring a minimum of £1 million of investable assets. Core service lines include wealth planning (retirement, estate, pension, philanthropy), discretionary investment management (including ESG investing and the SVS Brown Shipley fund range), and flexible lending solutions. The technology stack includes BlackRock's Aladdin risk management platform, the "My Brown Shipley" online and mobile client portal with biometric authentication, and a PSD2-compliant XS2A API developer portal. Brown Shipley also serves financial intermediaries and institutional clients through dedicated teams and the newly launched Quintet Financial Services (QFS) B2B platform, which delivers custody, execution, fund servicing, and digital asset services on a digital-first operating model.

The revenue model combines recurring wealth management and advisory fees, lending interest income, cash deposit interest spreads, and institutional services revenue via QFS. Distribution is relationship-led: services are sold through Client Advisors in regional offices, supplemented by professional partner referrals and direct digital channels, with revenue underpinned by FCA/PRA regulation and FSCS deposit protection up to £120,000.

Brown Shipley firmographics

Firmographics
Name
Brown Shipley
Legal name
Brown Shipley & Co Limited
Website
https://brownshipley.com
Company type
Private
Founded year
1810
Operating status
Operating
Headcount range
251–500 employees
Short description
Brown Shipley is a UK private bank serving high-net-worth individuals and institutional clients through eight offices, offering wealth planning, investment management, lending, and the QFS B2B platform as part of Quintet Private Bank (Europe).
Ownership category
akta.pro rank

Where Brown Shipley is headquartered

Location

Headquarters

HQ city
London
HQ country
United Kingdom
HQ region
Europe

Offices8 records

Markets served

Brown Shipley business model

Business model
GTM type
B2B and B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. Wealth Management and Advisory Fees: Fees charged for comprehensive wealth planning, investment management, and advisory services provided to high-net-worth clients. Services include portfolio management, financial planning, estate planning, and retirement planning.
  2. Lending Interest Income: Interest income from lending solutions including personal loans (repayment and interest-only basis), flexible overdraft facilities, and term deposits. Rates are tied to BS Reference Rate for Loans.
  3. Cash Deposit Interest Spread: Interest earned on cash deposits held in GBP, USD, and EUR. Rates apply on cleared credit balances with tiered structures based on deposit amounts.
  4. Institutional Services (QFS): Custody, execution and fund servicing for institutional clients and financial intermediaries through the QFS B2B platform.

Pricing tiers

ModelBillingPrice
SubscriptionAnnualMinimum investable assets requirement of £1 million for private clients
Usage-basedQuarterlyCash deposit interest rates tiered by balance bands
Usage-basedPay-as-you-goLoan reference rates by period and currency

Go-to-market motion3 records

Distribution channels3 records

Marketing channels5 records

Brown Shipley product offering

Product offering

Core offering

Brown Shipley is a UK authorised private bank that provides high-net-worth individuals and families with an integrated wealth management service combining wealth planning, discretionary investment management, and lending solutions. The firm also operates Quintet Financial Services (QFS), a B2B platform providing custody, execution, and fund servicing to institutional clients and financial intermediaries. Services are delivered through eight UK offices supported by dedicated Client Advisors, with a minimum investable asset threshold of £1 million.

Product overview

Brown Shipley is a UK-based private bank offering an integrated wealth management platform combining wealth planning, investment management, and lending services. The core product suite includes My Brown Shipley (secure online/ mobile client portal), wealth planning services (retirement, estate, pension planning), discretionary investment management (including ESG investing and access to SVS Brown Shipley Funds), and lending solutions. For institutional clients, QFS provides a B2B digital platform for custody, execution, and fund servicing. The company serves high-net-worth private clients (minimum £1m investable assets), business owners, families, and institutional/professional investors through 8 UK offices, as part of Quintet Private Bank (Europe).

Differentiator

Problem solved

Functional benefit

Brands

  • My Brown Shipley: Online banking and wealth management portal for clients

Products and services

  • My Brown Shipley

Quantifiable outcome

  • Research indicates 66% of HNW individuals who derive wealth from entrepreneurship have full confidence in their bank/financial advisor for asset preservation
  • +2 more outcomes

Companies that use Brown Shipley

Customer profile

Named customers5 records

Segments5 records

Ideal customer profiles5 records

Brown Shipley technology and API

Technology

Technology focussed No

API detail

Has API
Yes
API docs
API detail

Core technology

AI maturity

App detail

Feature3 records

Brown Shipley partnerships and signals

Strategic signal

Partnerships

Three partnerships are on record, tiered core and flagship.

  • Quintet Private Bank (Europe)coreOthers · 11 June 2026Quintet Private Bank is the parent company of Brown Shipley, providing strategic direction, capital support, and group-wide capabilities including risk management, compliance, and operational infrastructure. Brown Shipley operates as Quintet's UK subsidiary under shared corporate identity.
  • QFS (Quintet Financial Services)flagshipStrategic or Co-development Partner · 11 June 2026QFS is a dedicated B2B platform for institutional and professional investors across Europe and UK, launched as a distinct business line within Quintet group. Brown Shipley serves as the UK entity providing services to relevant UK clients through QFS, offering custody, execution, and fund servicing capabilities via digital-first operating model.
  • BlackRockcoreStrategic or Co-development Partner · 6 July 2023Quintet (parent of Brown Shipley) signed MoU with BlackRock to extend investment capabilities. BlackRock provides access to expanded investment tools, products, and solutions including exclusive funds launched for Quintet Group clients. Brown Shipley leverages Aladdin risk management platform and gains access to BlackRock's expertise in asset allocation, fund selection, and third-party manager monitoring while retaining full investment decision-making control.

Scale indicators5 records

Recent moves9 records

Expansion highlights5 records

Brown Shipley competitors and assessment

Company assessment

Market position

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Brown Shipley social profiles

Digital presence

Brown Shipley financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Brown Shipley leadership team

Management profile

Number of profiles

Profiles2 records

Brown Shipley subsidiaries and ownership

Company hierarchy

Subsidiaries7 records

Brown Shipley funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Brown Shipley M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Brown Shipley

What does Brown Shipley do?

Brown Shipley is a UK authorised private bank that provides high-net-worth individuals and families with an integrated wealth management service combining wealth planning, discretionary investment management, and lending solutions. The firm also operates Quintet Financial Services (QFS), a B2B platform providing custody, execution, and fund servicing to institutional clients and financial intermediaries. Services are delivered through eight UK offices supported by dedicated Client Advisors, with a minimum investable asset threshold of £1 million.

Is Brown Shipley a public or private company?

Brown Shipley is a private company. It is classified as corporate owned and is currently operating.

When was Brown Shipley founded?

Brown Shipley was founded in 1810. It employs 251 to 500 people.

Where is Brown Shipley based?

Brown Shipley is headquartered in London, United Kingdom, in the Europe region.

How does Brown Shipley make money?

Four revenue lines are on record. Wealth Management and Advisory Fees are the primary driver. The others are lending Interest Income, cash Deposit Interest Spread and institutional Services (QFS).

Does Brown Shipley have an API?

Yes. Brown Shipley offers a PSD2-compliant API environment (XS2A) allowing third-party providers authorized under PSD2 to access account information and payment initiation services for clients with online payment accounts. The developer portal is available at developer.xs2a.brownshipley.com for third-party providers to access the API. Developer documentation is at developer.xs2a.brownshipley.com.

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Live signals
American Banking and Market NewsAlphabet Inc. $GOOGL Stock Position Trimmed by Brown Shipley& Co LtdBrown Shipley& Co Ltd trimmed its Alphabet stake by 7.9% in Q3, selling 2,863 shares to hold 33,490 shares worth $11.5 million. Other institutions like Dakota Community Bank and Vilga Financial Planning increased positions, while insiders sold 441,399 shares. Analysts maintain a Buy rating with an average target of $425.72.American Banking and Market NewsBroadcom Inc. $AVGO Stock: Brown Shipley& Co Ltd Increases HoldingsBrown Shipley& Co Ltd increased its Broadcom stake by 41% in Q3, holding 15,611 shares worth $5.48 million. Broadcom reported Q3 EPS of $3.32, beating estimates, with revenue up 85.5% year-over-year. The stock opened at $361.54, with a consensus price target of $527.20.MarketBeatBroadcom Inc. $AVGO Shares Acquired by Brown Shipley& Co LtdBrown Shipley& Co Ltd raised its Broadcom stake by 41% in Q3, holding 15,611 shares worth $5.48 million. Broadcom reported Q3 EPS of $3.32, beating estimates, with revenue up 85.5% year-over-year. Analysts have a Moderate Buy rating with a consensus target of $527.20.MarketBeatAlphabet Inc. $GOOGL Stock: Brown Shipley& Co Ltd Cuts PositionBrown Shipley& Co Ltd cut its Alphabet stake by 7.9% in Q3, selling 2,863 shares and leaving with 33,490 shares worth $11.5 million. Other institutions like Dakota Community Bank and Vilga Financial Planning raised positions, while insiders sold 441,399 shares over 90 days.Markets DailyOtis Worldwide Corporation $OTIS Holdings Lessened by Brown Shipley& Co LtdBrown Shipley& Co Ltd cut its Otis Worldwide stake by 62.2% in Q3, selling 19,037 shares and holding 11,548 shares worth $743,000. Analysts rate the stock a Hold with an average price target of $91.00, and the company reported Q2 EPS of $1.01, meeting estimates.MarketBeatBrown Shipley& Co Ltd Makes New $1.54 Million Investment in KLA Corporation $KLACBrown Shipley& Co Ltd acquired a new stake in KLA Corporation, buying 7,901 shares worth about $1.54 million in Q3. The position represents 0.8% of the firm's portfolio, and insiders sold 243,339 shares over the last three months. Analysts rate the stock a Moderate Buy with a consensus price target of $221.26.MarketBeatBrown Shipley& Co Ltd Grows Stake in McDonald's Corporation $MCDBrown Shipley& Co Ltd increased its McDonald's stake by 2,963.8% in Q3, buying 6,639 additional shares to hold 6,863 shares worth $1.585 million. The position represents 0.8% of the firm's portfolio and its 25th largest holding. Other institutional investors also adjusted their McDonald's positions during the quarter.MarketBeatOtis Worldwide Corporation $OTIS Shares Sold by Brown Shipley& Co LtdBrown Shipley& Co Ltd cut its Otis Worldwide stake by 62.2% in Q3, selling 19,037 shares and leaving with 11,548 shares worth $743,000. Other institutional investors raised positions, and Otis reported Q3 EPS of $1.01, beating estimates, with revenue up 7.3% year-over-year.MarketBeat1,777 Shares of Micron Technology, Inc. $MU Acquired by Brown Shipley& Co LtdBrown Shipley& Co Ltd acquired a new stake in Micron Technology, buying 1,777 shares valued at about $1.89 million in Q3. Micron reported Q3 EPS of $33.42, beating estimates, and set Q1 2027 guidance of $37.15–$39.15 EPS. The company also announced a $0.15 quarterly dividend.MarketBeatMerck & Co., Inc. $MRK Position Reduced by Brown Shipley& Co LtdBrown Shipley& Co Ltd cut its Merck stake by 20% in Q3, selling 7,331 shares and leaving with 29,398 shares. Other funds like Inspirion Wealth and Eclectic Associates added positions, while insiders sold 228,238 shares. Merck's stock rose to $145.81, and analysts rate it a Moderate Buy with a $151.32 target.