- 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.
Contact us
Thank you for your interest in Close Brothers Asset Management.
We tailor our financial advice and investment management services to clients with different levels of wealth throughout the UK. We believe in building long-term relationships with our clients based on trust and high levels of service.
If you would like to find out more about becoming a client of Close Brothers Asset Management, please complete the form below and we will be in touch shortly.
Useful contact numbers
For General Enquiries
Please call us on 0800 588 4064
Financial Planning Advice
To speak to an adviser,
please call us on 08442 640 705
Bespoke Investment Management
To speak to a portfolio manager,
please call us on 020 7426 6200
For all other enquiries,
please call William Ladenburg on 020 7426 4076
Services for IFAs
To discuss our services for IFAs
please call David Muncaster on 020 7426 4074
Financial Education Services
To enquire about our Financial Education Services
please call 0800 028 0208
Employee Benefits Solutions
To enquire about our Employee Benefits Solutions
please call 01444 475 400
Write to us at
Close Brothers Asset Management
10 Exchange Square
Primrose Street
London EC2A 2BY
United Kingdom
