BRI Asset Management

read moreBRI Wealth Management plc is a leading, independently owned, wealth management company. Established for over 50 years, BRI provides high quality Wealth Management solutions to Private Clients, Families, Trusts and Charities. Our mission is to fully understand our clients' needs and meet their short, medium and longer-term goals. We build close relationships with our clients which stand the test of time. We prefer to have face-to-face contact with our clients, which enables us to offer a personal, tailored service for each individual.

read moreBRI works with a wide spectrum of businesses in terms of their size and financial planning needs. BRI provides advice across the main corporate areas around shareholder protection, business protection, employee benefits, auto-enrolment and Directors pensions. BRI will work closely with other professional advisors in the run up to the sale of a business to ensure business owners are most appropriately advised.

read moreAt BRI, we understand that some clients prefer to remain in control of the day-to-day investment decisions concerning their company's portfolios, but choose to leave the time-consuming administration and paperwork to someone else. That's why, as an Advisory client, your BRI advisor will contact you regularly to discuss individual investment ideas, and possible changes to portfolio construction. We will make no changes to your portfolio without your express agreement. Should you have investment ideas of your own, we would be pleased to discuss them with you in advance of us making a transaction on your behalf.

read moreBRI has a highly qualified and knowledgeable investment department with decades of portfolio management experience. Working together with our wealth managers, we are able to create bespoke portfolios tailored to your specific needs. Our services are typically aimed at private clients, trusts, pensions and charities. Building a strong working relationship with clients is the key to providing a high quality service. BRI gives you the flexibility to decide whether you want us to manage your portfolio on a discretionary, advisory or execution only basis.

read moreDuring the past 50 years, we've come to understand that no two investors are alike and that's why we listen closely to your reasons for investing, paying particular attention to your personal financial aims, priorities and concerns. Only when we fully know and understand your requirements will we start to develop a portfolio of investments to suit your individual circumstances. How we advise you will depend on several factors. Whether, for example, you want an income from your investments or whether you are aiming for long-term growth or perhaps a combination of the two.