RC Brown

Business Details

36 Years

experience

Trusted Investment Management Services in Bristol

Established in 1990, RC Brown is a multi-award-winning investment management firm with over three decades of experience serving private clients, financial advisers, and institutional investors. Our team of seasoned City fund managers specialises in discretionary portfolio management, combining deep market expertise with a client-centric approach to deliver tailored investment solutions. We prioritise diversification and risk management, offering a range of services including Core, Overseas, Ethical/ESG, and AIM/IHT portfolios. With a focus on transparency, we provide clear fee structures, quarterly reporting, and direct access to portfolio managers.

Our commitment to innovation is reflected in our DFM Incubator Service and partnerships with sister companies, ensuring clients benefit from a comprehensive suite of investment and administrative solutions. Recognised for our expertise in UK equities and bonds, we leverage wholesale market access to secure exclusive opportunities such as IPOs. Regulated by the Financial Conduct Authority, we uphold the highest standards of professionalism and client care.

Services

Core Portfolios Overseas Focused Ethical/ESG AIM/IHT Select Portfolios Primary Opportunities Fund Discretionary Investment Service Online Valuation Fee Calculator White Labelling

Details

Year established: 1990

Highlights and features

We have over 30 years of experience in discretionary portfolio management.
Our team includes seasoned City fund managers with expertise in UK equities and bonds.
We offer transparent fee structures with no hidden costs.
We provide direct access to portfolio managers and quarterly performance reporting.
Our DFM Incubator Service supports emerging investment firms with administrative solutions.

Associations and certifications

Financial Conduct Authority

Website

Update Listing

Services

Core Portfolios

Designed for clients prioritising the UK as their home and Sterling as their base currency, our Core Portfolios emphasize domestic equities and bonds. These portfolios reflect a long-term commitment to UK markets, offering diversification and risk management tailored to local economic conditions. Ideal for investors seeking stability with exposure to established UK assets.

Overseas Focused

Our Overseas Focused Portfolios cater to clients seeking international diversification beyond the UK. By allocating assets across global markets, we help investors capitalise on growth opportunities in emerging and developed economies. This service balances risk and return through strategic asset allocation, ensuring alignment with clients' long-term financial goals and risk tolerance.

Ethical/ESG

Ethical/ESG Portfolios integrate environmental, social, and governance (ESG) criteria into investment decisions. Clients can overlay personal values onto our rigorous due diligence process, ensuring their capital supports companies aligned with their ethical beliefs. This service combines principled investing with financial performance, appealing to socially conscious investors.

AIM/IHT

AIM/IHT Portfolios utilise shares listed on the Alternative Investment Market (AIM) to help clients mitigate inheritance tax liabilities. Subject to strict criteria, this strategy leverages our expertise in supporting smaller UK companies. It offers tax-efficient growth potential while maintaining rigorous risk management standards for long-term capital appreciation.

Select Portfolios

Select Portfolios provide a broader asset mix without constraints from industry benchmarks. While UK-focused, these portfolios incorporate diverse asset classes to enhance diversification. Tailored for clients seeking bespoke solutions, they allow dynamic adjustments to market conditions while maintaining a disciplined approach to risk management and performance optimisation.

Questions

What services does RC Brown offer for private clients?

We provide discretionary portfolio management services for private clients with a minimum investment of £15,000, including Core, Overseas, Ethical/ESG, and Select Portfolios tailored to individual risk profiles.

How does RC Brown approach risk management?

We prioritise diversification across asset classes and geographies, focusing on UK equities and bonds while delegating other areas to specialist managers. Our disciplined approach avoids overexposure to volatile sectors.

Can financial advisers partner with RC Brown?

Yes, we offer a Discretionary Investment Service for advisers, including portfolio options like Bespoke, Managed Funds, and AIM/IHT, with transparent fee structures and client reporting tools.

What is the DFM Incubator Service?

Our DFM Incubator Service supports emerging investment firms by providing administrative and operational infrastructure, enabling them to establish themselves under the RC Brown umbrella.

How can I access my portfolio information?

Clients can use our secure online valuation service to view real-time portfolio valuations, transaction details, and quarterly performance reports at any time.

Are there tax-efficient investment options available?

Yes, our AIM/IHT Portfolios offer potential inheritance tax relief through investments in qualifying AIM-listed companies, subject to eligibility criteria and market conditions.