Simon Nicholas

Senior Portfolio Manager @Brown Shipley | A Quintet Private Bank

Manchester, GB
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+91 *********19

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WORK HISTORY

Aug 2010 — Present

Senior Portfolio Manager @Brown Shipley | A Quintet Private Bank

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Manchester, GB

Lead Fund Manager of our range of 5 Multi Asset Funds (OEIC\'s) until transition to Quintet Group strategy in 2021.The SVS Brown Shipley Growth Fund ‘I’ Acc is top quartile over 1, 3 and 5 years (to 30/6/2021) with the Income fund either 1st or 2nd quartile over the same period according to Financial Express data.Quintet Group Fund Solutions Specialist.Served as Member of the KBL Group (now Quintet) Third Party Fund Selection Team.Brown Shipley Asset Allocation committee member from 2011 to 2019.Brown Shipley is a UK authorised bank regulated by the FCA. Brown Shipley is part of Quintet Private Bank which together manage over €50 billion of client assets.Brown Shipley offers investment services including; Discretionary and Advisory Investment Management, Personal Banking, Financial Planning and Pension expertise.

SKILLS

Mutual FundsPortfolio ManagementStrategic Financial PlanningFinancial PlanningPensionsAsset ManagementFundingManagementFinancial AdvisoryInvestmentsEquitiesPrivate BankingAsset Managment

ABOUT SIMON NICHOLAS

Lead Fund Manager for Brown Shipley’s range of five Multi Asset Funds. Heads up Fund Selection in the UK affiliate and is a member of the Quintet Group Fund Solutions team.

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