Brown Advisory

Contact: Andrew Blair

+44 20 3301 8745 / +44 7802 737 971

Brown Advisory is a global, independent investment management firm with a particular focus and long-term commitment to managing assets on behalf of charities. Brown Advisory also has significant expertise in managing bespoke, sustainable portfolios, offering expertise across equity and fixed income, incorporating ESG with fundamental research.

Our portfolio managers foster a rigorous investment culture, taking an active and opportunistic approach to investing to ensure that your long-term charitable objectives are met and have a lasting impact for future generations.

Investment selection is married with our in-house strategic advice to ensure that our charity clients receive the highest level of service from our team; many of our Portfolio Managers work independently as trustees for charities so we understand many of the unique requirements that you face. We will help you preserve your charity's capital, ensuring you meet your future spending and funding goals and act as a sounding board and adviser to help fulfil your obligations. To reiterate: all our charity portfolios are bespoke to match your exact requirements.

Employees at Brown Advisory are strongly encouraged to demonstrate engagement in the broader charitable community in order to be recognized for promotion. As such, collectively as colleagues we support over 400 charities through board, committee, volunteer work and fundraising.

Finally, as an independent firm, every employee of Brown Advisory is a shareholder in our business which enables us to attract and retain talented professionals, ensuring long-term alignment of interests and relationships with our charity clients.