Institutions and consultants

The investment demands of each institution are different. We aim to develop a good understanding of the client’s long-term objectives and requirements prior to proposing investment strategies to meet them. We are then able to develop a long-term solution based on expected returns, time horizons and levels of risk with which the clients feel comfortable

Portfolio Management Service

Our portfolio management service is designed for institution with assets in excess of £1 million and offers:
A tailored investment portfolio, Direct investment or best of breed pooled funds, Bespoke quarterly investment reports and valuations, Safe custody and access to our cash management products.

Cash Management

We understand that our institution clients have differing and complex needs, and that many hold large sums in cash from time to time. Our cash administration team helps them to get the best possible rate combined with security.

Sustainability

Brownstein Capital believes that companies have the ability to enhance their long-term performance through an understanding of the environmental, social and governance (ESG) issues affecting their business.

Institutions and consultants

Portfolio Management Service

Cash Management

Sustainability

You have goals - We have ways to help you

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