BROWN SHIPLEY - Key Persons
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- Senior Investment Strategist / London
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- Head of ESG & Sustainable Investing / London
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- Associate, Client Advisor / Manchester
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- Director, Client Advisor / Leeds
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- Chief Financial Officer / Executive Committee
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- Chief Financial Officer Designate / London
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- Managing Director - Client Advisor / London
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- Interim Head of Financial Crime Compliance and MLRO / London
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- Investment Advisor / London
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- Chief Executive Officer / Executive Committee
Calum has over 25 years' financial services experience where he has previously held senior roles at Julius Baer, Barclays, Lloyds Banking Group and Scottish Widows. He previously held a voluntary role as Chairperson of the Private Client Investment Managers Group for Scottish Enterprise, helping to develop talent, skills and opportunities across the profession in Scotland. He has an MBA from Edinburgh business school, Heriot-Watt University.
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- Associate, Client Advisor / Cambridge
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- Group CEO
- Group CEO at Quintet Private Bank
Chris Allen serves as Group CEO at Quintet Private Bank. Allen previously served as Head of Global Private Banking, EMEA, at HSBC. Over 15 years at that firm, he held a series of roles of increasing responsibility, including CEO, Alternative Investments, and CEO, HSBC Private Bank UK. Earlier in his career, he served as Executive Director at Colliers Capital, where he focused on growing the firm's fund management business, and as Head of Real Estate Fund Management at a major Middle East bank. Allen holds a degree and investment diploma from Sheffield, City and Cambridge universities.
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- Senior Associate, Client Advisor / Nottingham
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- Executive Director, Client Advisor / Cambridge
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- Director, Client Advisor / Birmingham
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- Senior Associate, Client Advisor / London
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- Senior Associate, Client Advisor / Manchester
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- Executive Director, Client Advisor / London
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- Director - Wealth Planner / London
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- Director, Client Advisor / International
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- Head of Wealth Planning Support / London
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- Director, Client Advisor / Cambridge
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- Head of Product and Business Management / Manchester
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- Executive Director, Client Advisor / Manchester
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- Head of Private Banking Executive Committee
Elizabeth leads the London and International client relationship teams. She is responsible for new business development, ensuring clients are provided with a fully-integrated wealth management service tailored to their individual needs. Elizabeth brings 20 years' of wealth management experience to Brown Shipley, having previously worked for UBS in London where she was a Managing Director. Elizabeth was also a long-standing board member of the UBS pension trustee company.
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- Head of Investment Advisors UK
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- Director, Client Advisor / Manchester
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- Director, Client Advisor / Manchester
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- Executive Director - Client Advisor / Edinburgh
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- Director, Client Advisor / London
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- Head of Investment Client Solutions / Executive Committee
Gordon is Head of Client Solutions and responsible for overseeing the delivery of our Wealth Planning, Lending and Investment capabilities. Gordon brings over 25 years experience dealing with High Net Worth Private Clients and their families including senior roles with Julius Baer, Barclays and Kleinwort Benson. He is a Trustee for Right Track (Scotland) Ltd A Charity established to support young people who, as a result of many social and economic reasons, need support to engage in Training, Education or Employment.
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- Director, Client Advisor / Nottingham
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- Associate, Client Advisor / Manchester
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- Director, Client Advisor / Nottingham
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- Executive Director - Client Advisor, Team Leader / London
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- Regional Office Head - Midlands
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- Executive Director, Client Advisor / Cambridge
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- Associate, Client Advisor / Cambridge
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- Director, Client Advisor / International
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- Director - Wealth Planner / London
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- Director, Client Advisor / Birmingham
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- Managing Director - Client Advisor, Team Leader / Manchester
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- Executive Director, Client Advisor / Nottingham
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- Managing Director - Client Advisor, Team Leader / Manchester
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- Chairman
- Member of the Board
- Non - Executive Director
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- Director, Client Advisor / International
Kelvin Clough - Chief Compliance Officer
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- Director - Wealth Planner / Edinburgh
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- Senior Associate, Client Advisor / International
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- Executive Director, Client Advisor / Norwich
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- Senior Associate, Client Advisor / Nottingham
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- Director, Client Advisor / Leeds
Louise Gray is Head of Marketing at Brown Shipley, responsible for all marketing and communications to support our clients. Louise has over 20 years' of marketing experience, predominantly in Financial Services, leading marketing teams at companies such as Citibank and The Co-operative Bank.
Job Titles:
- Director, Client Advisor / Cambridge
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- Head of Corporate Communications
Maria is a corporate communications professional with a background in media relations and internal communications. Throughout her career, she has focused on financial services and has more than 15 years' experience in this sector. Prior to Brown Shipley, Maria led internal communications at Coutts and was also seconded to oversee communications on the bank ring-fencing project and before this was part of the media team. Maria has an agency background and has worked for FTI and for HeadLand.
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- Managing Director - Head of Scotland and Northern Ireland / Edinburgh
Mark joined Brown Shipley in June 2022 to lead and develop the firm's business across Scotland and Northern Ireland. He previously spent 14 years with Barclays, where he was latterly head of the private bank business in Scotland. Mark oversaw ultra high net worth client activity as well as charities and universities, with a particular emphasis on sustainable investing. Prior to Barclays, Mark had senior roles with Adam & Company and Clydesdale Bank. He has an honours degree in financial services from Edinburgh's Napier University and is both a Chartered Banker and Chartered Fellow of the CISI.
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- Director, Client Advisor / Cambridge
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- Executive Director, Client Advisor / Cambridge
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- Managing Director - Head of Manchester Office
Martin has more than 30 years' experience working in financial services and wealth management, and focuses on leading Brown Shipley's strategic growth plans in Manchester. At Julius Baer he was Head of Relationship Management, with overall management responsibility for growing the regional businesses in Yorkshire and the North East. Prior to this, Martin was a Regional Director at Barclays Wealth holding roles as Head of the Yorkshire Office and subsequently Head of the North East team.
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- Senior Associate, Wealth Planner / Manchester
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- Senior Associate - Wealth Planner / Manchester
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- Executive Director - Client Advisor / Edinburgh
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- Executive Director - Head of Core Investment Management UK / Manchester
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- Director, Client Advisor / London
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- Director, Client Advisor / Manchester
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- Member of the Board
- Group CFO and Member of the Authorized Management Committee at Quintet Private Bank
Nicholas Harvey serves as Group CFO and member of the Authorized Management Committee at Quintet Private Bank. Most recently Deputy CEO of Precision Capital, Harvey earlier served as Chief Risk Officer and Member of the Management Board at Amlin Europe. He also advised banks and insurers across Europe for 10 years as a consultant with McKinsey. English by birth but raised in Belgium, Harvey graduated from Louvain University in Belgium and holds an MBA from Kellogg in the United States.
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- Executive Director, Head of Lending Advisory / London
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- Director, Client Advisor / London
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- Senior Associate - Wealth Planner / Leeds
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- Director, Client Advisor / Norwich
Philipp is responsible for establishing a FIM desk in the UK, as part of a wider Quintet offering, led by Stephan Matti, FIM Group Head. Philipp and his team aim to best serve EAMs and other intermediaries in the UK. Philipp brings 11 years' of wealth management experience and joins Brown Shipley from Julius Baer International, where he was a Director.
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- Head of Thematic / London
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- Head of Direct Investments / London
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- Head of Legal
- Head of Legal UK / Executive Committee
Head of Legal Rehana is responsible for managing the Brown Shipley legal team and a permanent attendee at the UK Executive Committee and Board meetings. Rehana previously spent 8 years at Tilney, where she played a significant role in the company, including recently advising on its merger with Smith & Williamson. Rehana further advised on 12 acquisitions and disposals in her time at Tilney. Previously, she was Group General Counsel at Towry, prior to its merger with Tilney. Before this, she held legal roles at WorldSpreads and at Duke Street Private Equity.
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- Chief Operating Officer / Executive Committee
Robert joined Brown Shipley over 25 years ago and was appointed as Chief Operating Officer for the Bank in October 2012. As a member of the Brown Shipley Executive Committee he has day to day responsibility for the Operations, IT, Facilities Management and Transformation teams. For the five years prior to this, he had management responsibility for the firm's client facing teams. He also has an extensive background in Credit and has headed the firm's Risk Management and Internal Audit functions.
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- Director - Client Advisor / Edinburgh
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- Managing Director, Head of Eastern Region
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- Director, Client Advisor / Nottingham
William Brown is joined by a new partner, Joseph Shipley. Together, they finance shipping merchants, pioneering payment via ‘Letters of Credit'. The now familiar reputation for honesty, integrity and reliability grows.
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- Senior Associate - Client Advisor / Manchester
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- Director, Client Advisor / Nottingham
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- Executive Director - Client Advisor, Team Leader / Manchester
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- Head of Credit Risk / London
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- Equity Strategist - Asset Allocation / London
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- Director, Client Advisor / Leeds
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- Managing Director - Head of South Africa and UK Desk / International
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- Executive Director, Client Advisor / Cambridge
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- Director, Client Advisor / Cambridge
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- Senior Associate - Client Advisor / London