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Closebrothers Nautilus Davidbrook Norfolk 0375

About us

We're part of the Close Brothers Group plc, one of the leading merchant banks in the UK, providing lending, deposits, wealth management and securities trading services. Listed on the London Stock Exchange and a member of the FTSE 250 Index, the Group is invested in Close Brothers Asset Management’s continued expansion and growth. Together, we are committed to providing financial support and advice to people and businesses across Britain to help them thrive over the long term.

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Our culture

We work with a diverse range of individuals and organisations, and our people need to reflect this. Close Brothers Asset Management is an inclusive employer. Our diversity and inclusion strategy is actively sponsored by our Executive Committee, and driven by our Inclusion Committee, whose members champion our full workforce, through a number of established diversity networks.
Our commitment to diversity and inclusion goes far beyond our business. Close Brothers Asset Management is actively involved in a number of initiatives that are driving great inclusion and opportunities within the wealth and investment management sector.

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We believe that financial and social dynamics, our physical and mental health all contribute to our wellbeing, so they are each key tenets within our employee wellness strategy.

Having empowered our clients’ employees to take control of their finances for over 50 years, we combine our internal know-how with external resources and support so our people can thrive. The result is a vibrant workplace and a passionate, invested team who collaborate to create an exceptional client experience.

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Our investment managers, advisers and management team
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Our locations across the UK
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Sustainability and responsible investing

Private finance has a big part to play in funding and influencing the world’s transition to net zero. As part of Close Brothers, we are led by the group’s sustainability objectives, and are committed to addressing the social, economic and environmental challenges facing our business, clients and employees, now and into the future.

As active and effective stewards of our clients’ capital, we are prudent investors, and responsible investing is rooted in our approach. We only select investments with strong fundamentals so we can fully understand their sustainability credentials. And we consistently engage all of our stakeholders to shape investor and corporate behaviour, mitigate investment risk, drive sustainability and inform investment decisions.

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Partners and sponsorships

We have deep relationships within the communities in which we operate, and actively support organisations that align with our values and resonate with our clients. We are proud supporters of the Northern Ballet, who like us, have a strong presence in the north of England, and we are heavily involved with organisations that champion the Arts across the UK.

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Risk management

We take our role as stewards of our clients’ wealth seriously, so risk is central to client discussions, investment decisions and portfolio construction. We draw on leading industry frameworks to assess the correlation between potential risk and returns, and our proprietary tools evaluate individual portfolios against multiple criteria to determine optimum returns for specified risk levels. Robust governance procedures ensure our teams act promptly to manage perceived or actual risk variants, to ensure performance, risk and suitability align with client mandates.

Close Brothers Asset Management actively supports ScamSmart, the Financial Conduct Authority’s work to raise awareness of pension and investment fraud.

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We believe that a positive and fulfilling culture will be mirrored in our client experience, and this ethos is core to our business strategy. Our clients have direct access to their investment managers and financial advisers, who work seamlessly together to support them throughout their personal and financial growth, and in all market conditions. This unique approach drives greater transparency and deeper relationships with our clients, and a collegiate and dynamic environment for our people.

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Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.