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Brown Advisory

  • Investment Manager

Brown Advisory is a global investment management firm, private and independent since 1998. Brown Advisory was founded in 1993 within Alex. Brown, a Baltimore-based investment bank established in 1800. We have worked with charities for over 25 years to help them achieve their investment goals. We are acutely aware of the challenges facing charities and we structure bespoke investment solutions to meet their income and other long-term requirements. Brown Advisory has a 15-year track record in

  • Based: Global
  • Founded: 1998

About Brown Advisory

Brown Advisory is a global investment management firm, private and independent since 1998. Brown Advisory was founded in 1993 within Alex. Brown, a Baltimore-based investment bank established in 1800. We have worked with charities for over 25 years to help them achieve their investment goals. We are acutely aware of the challenges facing charities and we structure bespoke investment solutions to meet their income and other long-term requirements.

Brown Advisory has a 15-year track record in sustainable investing, driven by the belief that integrating sustainable investment analysis has the potential to enhance long-term performance. Our firm offers a variety of actively managed sustainable investment strategies supported by in-depth fundamental and sustainable investment research.

Every employee of Brown Advisory is a shareholder in the business which ensures an alignment of interests with our clients over multiple generations. This also enables us to attract and retain talented colleagues and foster a strong investment culture backed by a well-resourced team who perform rigorous fundamental research. We have a deep-rooted sense of responsibility and support several charities, nominated by our colleagues, with our time, skills and money.

Charity funds offered

Available products and minimum investment by fund type.

Charity pooled fund

  • Discretionary

Segregated mandate

£4m

Minimum investment

  • Charity clients26
  • Total assets£1.79bn
  • Discretionary

Get in touch with Brown Advisory

Send a direct enquiry to Brown Advisory. We pass it on through Charity Intelligence so we can follow up and make sure you got a useful response.

Your enquiry and contact details will be shared with Brown Advisory.