- Private investors |
- Employers and Services for IFAs |
- Login
-
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.
>
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.
Recent awards
The strength of our investment expertise has been recognised by a number of awards and has helped us win the What Investment 'Best Discretionary Wealth Manager Award' for the past three years, which is voted for by the readers of that magazine.
- What Investment –‘Best Discretionary Wealth Manager’ for 2008, 2009 and 2010
- PLC awards – ‘Best Performing Smaller Company Fund’ 2009 for Close Special Situations Fund
- Money Observer –‘Best UK small/mid cap fund’ 2010 for Close Special Situations Fund
- Money Observer – highly commended for ‘Best small cap fund’ 2010 for Close Special Situations Fund
- Professional Adviser – ‘Best Fund manager – 1 year’ 2010 for Deryck Noble-Nesbitt, Manager of the Close Special Situations Fund
- Professional Pensions – shortlisted for ‘Multi-manager of the year’ 2010
- Trustee Awards – shortlisted for both ‘Most innovative asset manager’ and ‘Best client service by an investment manager’ 2010
- Investment Week – Fund Manager of the Year awards shortlisted for ‘UK Smaller companies’ category 2010 for Close Special Situations Fund
- Citywire Wealth Awards – shortlisted for best medium wealth management group 2010
Any past performance statements and indicative forecasts of future performance are not reliable indicators of future results.
