Olivia Burke | Portfolio Manager US | Brown Advisory
Olivia Burke
Investing for US/UK taxpayers and other global citizens
About Olivia
Olivia Burke is Portfolio Manager at Brown Advisory, an independent, employee-owned global investment management firm with over £130 billion in assets under management. She joined the firm in 2021 following four and a half years at Rothschild and Co, where she worked on the portfolio implementation team, executing trading strategies for ultra-high-net-worth clients. At Brown Advisory, she began as a generalist portfolio analyst on the private client team before focusing on one of the firm's specialisms: US-connected investors living abroad. Her work centres on constructing bespoke, multi-asset portfolios that accommodate the constraints of dual-jurisdiction tax status, with specific attention to future flexibility around relocation, gifting, philanthropy, and estate planning. Alongside her investment role, Olivia co-leads Brown Advisory Academy, which delivers financial education workshops and work experience placements to young people aged 16 to 25. Olivia also leads Brown Advisory London’s Engaging Women initiative, which is a firm-wide commitment to make Brown Advisory the best investment management firm in the world for women clients.
What services do you provide?
Brown Advisory is an employee-owned, independent global investment management firm who puts clients first. With over $150 billion in assets under management, we create bespoke, multi-asset solutions for Private Clients, Charities Endowments and Foundations. While offering specialized institutional investment strategies in US Equities, Global Equities, Global Fixed Income and private investment strategies with a deep-rooted commitment to sustainable investing. Our private ownership and low staff turnover allow us to take a long-term view which fosters alignment of interests, deep-rooted relationships and has led to exceptional investment results.
Please describe a recently completed project or case, or tell us about the bespoke services that you offer:
We believe in putting the client first by creating bespoke solutions to meet our clients’ investment goals, whilst maintaining a deep understanding of their personal circumstances. We limit the number of client relationships we manage to facilitate strong bonds and deliver a personalized service. By utilizing our in-house fund solutions and leveraging our expertise, we can translate our best thinking into client-tailored portfolios that align with various tax jurisdictions, trust structures, estate planning and philanthropy.
We are active within professional networks and consistently in contact with the firms and individuals who support our clients in non-investment capacities. This enables us to maintain a level of broader knowledge outside of our immediate fiduciary duties and offer our clients solid suggestions of people we think provide an outstanding service in a range of industries.
What does Dura mean to you?
To me, Dura represents strength, grit, and agility. Strength is often associated with ‘hardness’ or ‘rigidity’, but I believe there is greater strength in being able to pivot, reimagine and innovate. If you stay light on your toes and open to change you’ll be undefeatable.
Contact
Brown Advisory, 18 Hanover Square, London, W1S 1JY
07551457576
oburke@brownadvisory.com
https://www.brownadvisory.com/