Private Banking and Wealth Management
Clive is a client director at Brown Shipley’s Birmingham office. Having worked within the Private Client Wealth Management / Private Banking sector for over 25 years he is experienced in providing first class advice and service to high net worth individuals and their families based on strong, longstanding relationships and trust. He specialises in advising entrepreneurs, private owner manged and family business owners.
He understands that trust has to be earned, not claimed. As a partner that strives to earn trust, Clive is committed to supporting and protecting clients’ wealth as if it were his own.
Embracing various points of view leads to better decisions, especially in times when uncertainty is a certainty. That’s why Clive and his team will not shy away from asking difficult questions when managing money, seeking to provoke and inspire you with an honest, differentiated view of the world, markets and opportunities.
The focus is on relationships, rather than transactions, and building bridges between business, family and wealth needs, extending both investment expertise and long-term wealth planning.
An understanding that the purpose of wealth – today and for future generations – is always deeply personal. Clive and his team at Brown Shipley are a Private Bank that listen carefully, think ahead and support each client’s objectives and aspirations – no matter what they are – focussing on what really matters to them and their family.
Brown Shipley are small enough to be personal, agile and flexible, yet big enough to give you access to the world via our pan-European parent Quintet. As a Private Bank for people who see the world differently, they partner with you to provide insights and introduce opportunities.
Clive’s clients can experience an integrated wealth management service tailored to their needs and circumstances – this briefly incorporates:
Wealth Planning - Bringing together wealth planning and investment management recommendations to create a wealth plan that helps clients make those decisions that are important to them. Working collaboratively with other professionals to deliver genuinely bespoke solutions your wealth plans aims to deliver on your personal and financial goals, both now and in the future.
Investment Management –It is not just a question of where you invest your money. It’s about you; your current situation, your future objectives, your risk appetite, your experience of investing and your desired level of involvement.
Lending - Integrating seamlessly with our other wealth management services, we offer well thought out and flexible lending solutions to help the delivery of your wealth plan.
Put simply Clive will ‘Listen, Plan Deliver’ and will be delighted to assist anyone who feels they would benefit from a conversation.
Contact Details:
Email : Clive.Batchelor@brownshipley.co.uk
Telephone : 0121 200 0683
Website : brownshipley.com