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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.
We work with you, not just for you
With so many demands on your time, whether family, business or social commitments, it can be difficult to plan effectively for your financial future.
We do not simply transact business on behalf of our clients - we will work closely with you to build a tailored plan to help you achieve your financial and lifestyle goals.
Our personal advice is backed by insight, intelligence and proven expertise. We are proud of the fact that a high proportion of our clients stay with us for the long-term.
Our approach
Our approach starts with identifying and understanding your needs and your financial and lifestyle goals.
We will then create your Personal Client Plan which reflects your circumstances now, but is also working towards your future goals.
A tailored service
We have established appropriate services for a range of clients with different levels of personal wealth.
The most important aim of our wealth management service is to create the best financial plan which works for you.
Our commitment
Our philosophy is to build strong and lasting relationships with all our clients based on trust.
This is what sets us apart from our competitors, and we believe it is the main reason why clients who join us, stay with us.
