Investment expertise, personal service  

Close Brothers Asset Management provides a Bespoke Investment Management service. This is a truly personalised service for individuals, pensions, trusts, charities, family offices and private trusts. We believe that this is best achieved through a focus on discretionary multi-asset portfolios run by dedicated and experienced investment professionals.

We specialise in helping you to develop your own unique investment strategy by working directly with a Close Brothers investment manager. Each investment manager is responsible for a limited number of clients which means that you will have a direct relationship with the person managing your investments. Our investment managers will work closely with you to ensure that they understand your portfolio requirements and that our flexible approach adapts as your personal circumstances evolve.

Your Investment Manager will meet with you to identify and fully understand:

• Your current circumstances and investments
• Your long-term investment goals
• Your risk and reward appetite
• Any special investment requirements you may have