Kassim Zaman

Brown Shipley creates an investment plan that is adaptable and reflects client’s attitudes and aspirations. The firm has five investment profiles – cautious, income, balanced, growth and dynamic – which cover a broad range of personal objectives and investment approaches. Their investment types and asset classes include equities, fixed income, bonds, cash, collectives, alternatives and structured products. The investment policy committee oversees the firm’s research and asset management.

RBC Brewin Dolphin uses a research-driven investment approach tailored to the individual risk and restrictions profile of their clients. Their research is generated in-house, and they draw on expertise within the group's internal and external networks. The firm manages discretionary portfolios which seek to maximize shareholder wealth by investing in companies with strong growth potential. They seek capital appreciation from small companies and may invest in unlisted private firms.