Business Details
36 Years
experience
Your Trusted Partner for Investment Management Solutions
Established in 1990, RC Brown Investment Management is a multi-award-winning investment management firm with over three decades of experience serving private clients, financial advisers, and institutional partners. Our team of seasoned City fund managers specialises in constructing diversified portfolios tailored to individual client needs while maintaining a strong focus on risk management. We pride ourselves on combining deep market expertise with a client-centric approach, offering transparent fee structures and personalised service.Our long-standing reputation for delivering consistent performance is supported by a commitment to innovation, including pioneering discretionary fund management solutions and digital tools for portfolio tracking. As a regulated entity under the Financial Conduct Authority, we uphold the highest standards of professionalism and ethical investment practices.
Services
Core Portfolios
Overseas Focused Portfolios
Ethical/ESG Portfolios
AIM/IHT Portfolios
Select Portfolios
Fund Management
Discretionary Investment Service
Online Valuation Service
Tax Reporting
Portfolio Administration
Details
- Year established: 1990
Highlights and features
- We have over 30 years of experience managing funds for large financial institutions
- Our team consists of certified City fund managers with specialist market knowledge
- We offer transparent fee structures with no hidden costs
- We provide personalised quarterly reporting and client portal access
- Our investment process combines direct market expertise with third-party manager selection
Associations and certifications
- Financial Conduct Authority
Services
Discretionary Portfolio Management
Our discretionary portfolio management service tailors investment strategies to individual client requirements, with strict asset class limits and risk profiling. We combine direct market expertise in UK equities and bonds with carefully selected third-party managers for other asset classes. Portfolios benefit from our market cycle analysis and access to wholesale investment opportunities including IPOs.
Ethical/ESG Investing
We integrate environmental, social and governance (ESG) considerations into all portfolio types while offering customisable ethical screening options. Our approach allows clients to align investments with personal values without compromising diversification principles or performance objectives through tailored portfolio construction.
AIM/IHT Portfolio Service
Specialist AIM-listed shares portfolio management helps clients utilise inheritance tax relief opportunities. With three decades of experience supporting growing companies, we provide access to early-stage investment opportunities while maintaining rigorous risk management protocols for tax-efficient wealth preservation.
Online Valuation Service
Our secure online platform provides real-time portfolio valuations and transaction details. Clients gain 24/7 access to cash statements and performance metrics against appropriate benchmarks, with comprehensive quarterly reports complementing the digital service for complete investment transparency.
Financial Adviser Support
We offer financial advisers a comprehensive discretionary investment service with transparent fee structures and multiple portfolio options. Our white-label solutions and fee calculator tool help advisers deliver tailored investment strategies while maintaining compliance with regulatory requirements and client suitability standards.
Questions
What investment options do you offer?
We provide Core UK, Overseas Focused, Ethical/ESG, AIM/IHT, Select portfolios and manage the IFSL RC Brown Investment Management UK Primary Opportunities Fund.
What is the minimum investment amount?
Our minimum investment is £15,000 for most portfolio types, with AIM/IHT requiring £20,000.
How do you manage investment risk?
We maintain broad diversification across asset classes and stock selections, combining direct expertise with third-party managers to reduce portfolio risk without compromising returns.
Are you regulated by the FCA?
Yes, we are authorised and regulated by the Financial Conduct Authority as a discretionary investment manager.
How often do you review portfolios?
We provide quarterly valuation reports and meet clients annually for comprehensive portfolio reviews and market outlook discussions.
Can I access my portfolio online?
Yes, our secure online service provides daily portfolio valuations, transaction details and cash statements at any time.
