Brown Shipley has agreed to acquire East Anglia-based wealth manager NW Brown & Co, adding £1bn of discretionary funds under management and 74 employees to the firm.
The Cambridge-based wealth manager, which also has a Norwich office, has taken Brown Shipley's assets under management close to the £9bn mark. NW Brown & Co predominantly offers financial planning and...
Departs in April 2021
Raft of portfolio management changes
Individual holdings breach limits
Ian Jensen-Humphreys joins as portfolio manager
Base rate 0.1%
First appointed in 2017