Logie Fitzwilliams

Spear’s Review

Logie Fitzwilliams opened Brown Advisory’s London office in 2008 to lead the firm's international development. US-headquarted Brown Advisory provides bespoke investment portfolios and strategic advice, and has a stated mission to make a ‘material and positive impact’ in the lives of its clients, something that is reinforced in its own ownership structure.

‘Everyone who works at Brown is a shareholder in the business. This independent ownership creates a powerful alignment of interests: we treat our clients’ capital like it’s our own,’ says Fitzwilliams.

‘It is well known that all types of investor are increasingly interested in where and how their capital is being deployed, and we enjoy engaging with clients about how we can align their portfolios with their values.’

Adviser Profile

Logie began his career at Brown Advisory in 2003 as an equity research analyst, supporting the firm’s US equity strategies. He started the firm’s international business by launching a Dublin UCITS fund platform in 2007 followed by the opening of the London office in 2008 when he relocated from Baltimore.

Logie’s vision is to grow an investment management firm focused on delivering first-class performance, advice and service to its clients. Brown Advisory’s approach is bespoke and personal, capable of adapting investment solutions to meet the changing needs and unique goals of its clients. Logie launched the firm’s international private client business in 2012, initially focused on US expats living in the UK. In 2015 the firm developed a global equity team in London and today Global Leaders has $10 bn in assets. In 2021, the investment team expanded to include global sustainable fixed income. Logie has also been focused on leveraging Brown Advisory’s significant experience in providing sustainable investment solutions to its clients to help them pursue long-term financial objectives, align their portfolios with their values, and make a positive impact in the world with their capital.

Today across the private client and asset management business in London, there are 80 colleagues, with the international business responsible for managing $20 bn in assets for individuals, families, charities, institutions and financial intermediaries in the UK, Europe and APAC. Globally, Brown Advisory manages $140 bn. Brown Advisory’s independent ownership structure allows the firm to attract – and importantly retain – talented professionals that can build relationships with clients spanning generations, as evidenced in the firm’s overall client retention rate of over 97%.