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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.
Strong convictions form the basis of our investment philosophy
- We seek out undervalued assets through a rigorous investment process, capitalising on the experience of our investment team
- We create portfolios from different types of investments to reflect your objectives
- We look for innovative ways of working to adapt to constantly changing markets
- We believe that by actively managing your investments we are able to preserve capital and enhance wealth
- We believe that you should have a direct relationship with the person responsible for making the decisions on your portfolio
- We have the ability to tailor your portfolio to suit your individual requirements.
