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Our systems
Close provide a range of online systems tailored to the needs of our private clients. Login to access yours, using the list opposite.
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Your dedicated adviser will work with you to identify your objectives, by analysing your current situation, existing and future goals.
Our discretionary wealth management service enhances, protects and manages private wealth in the UK and internationally. We deliver a wide range of services including discretionary portfolio management and pensions.
Our investment philosophy is to protect, manage and enhance your wealth. CWM creates tailored portfolios, all of which are managed on a customized basis with either relative or absolute return benchmarks..
Close Brothers Financial Planning Advice
Your dedicated adviser will work with you to identify your objectives, by analysing your current situation, existing and future goals.
Close Private Asset Management
Our discretionary wealth management service enhances, protects and manages private wealth in the UK and internationally. We deliver a wide range of services including discretionary portfolio management and pensions.
Close Brothers Wealth Management
Our investment philosophy is to protect, manage and enhance your wealth. CWM creates tailored portfolios, all of which are managed on a customized basis with either relative or absolute return benchmarks.
Financial Education Services
At Close Brothers, we believe that a reputation is built one day at a time, one decision at a time, one client at a time.
We work with a range of businesses and their employees to provide sound financial guidance and add real value to their benefits packages.
Employee Benefits Solutions
We are a leading provider of employee benefits solutions for UK businesses.
We are dedicated to delivering tailored pensions and employee benefits solutions to meet your specific objectives and legislative demands, supported by our highly experienced corporate benefits team.
Services for IFAs
We understand the growing commercial and regulatory pressures facing professional advisers.
We can help you build sustainable value in your businesses to ensure they remain viable, competitive and profitable over the long term.
