Overview
BRI Asset Management is a leading independent investment management company with nearly 40 years’ experience in providing discretionary and advisory portfolio management services for private investors, family trusts, charities, pension schemes and financial institutions.
We offer an innovative, unique and personalised approach to managing your money. Our aim is always to generate competitive returns that meet your requirements, without taking undue risks. We achieve this by diversifying our clients’ portfolios across a number of different asset classes and risk profiles, always selected with their specific and unique needs in mind.
You can also rely on our total integrity. As we’re independently owned, we have the unimpaired freedom and flexibility to tailor-make the most appropriate investment strategy for you.
BRI Asset Management plc is authorised and regulated by the Financial Services Authority.
Our Heritage
Today’s business was born out of expertise. Originally established nearly 40 years ago to provide research to the UK’s leading investment analysts and stockbrokers, today’s clients continue to benefit from our enduring expertise and market insight.
Additionally, we remain staunchly independent and free of institutional ties and this allows us total impartiality. This freedom to select best of breed investments to suit each and every client’s own unique needs gives us the flexibility to tailor-make your very own personal investment strategy, one which truly reflects your own distinct wishes.
Our Ethos
We take a disciplined and common sense approach to investing your money and believe that the protection of our clients’ capital is paramount. We’re proud to have developed a reputation as conservative investment managers.
We pride ourselves on offering properly diversified portfolios. We know our clients don’t expect cast-iron guarantees, but we do know you expect us to take a diligent approach to looking after your investments and that’s why we constantly monitor the progress of your account against your investment objectives. We’ll regularly review and amend your portfolio to safeguard your interests and deliver the appropriate balance of risk and return, tailoring a strategy geared towards long-term performance without exposure to unnecessary risk.
Our Promise to You
Just as we take a long-term view of your investments, we take a long-term view when it comes to working with you. We’re dedicated to nurturing lifetime relationships with each and every one of our clients and truly appreciate that your needs and wishes are unique.
We will take great care to understand you and your investment goals, regardless of the type and size of your investment and we also understand that these needs will change over time. Indeed we believe it is the strength of our relationships with our clients that contributes most to our impressive track record of client satisfaction and sets us apart from our competitors.
Our exceptional levels of client service, our sound investment approach and total integrity born of independence are the foundation of our promise to you, a promise that can be summed up in three words. Knowledge. Service. Trust.