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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.
Offshore funds
This area of our site contains the latest fund facts, report & accounts and price information for our range of offshore funds.
The regulations surrounding our funds vary according to jurisdiction, so you may be required to complete a disclaimer prior to viewing certain fund information pages.
Report and accounts are available for all funds and can be requested on the fund information pages.
Offshore fund facts
Please download the latest fund information from the table below.
| Fund name | Status | Fact sheet | Latest report & accounts | Key features & important information | |
|---|---|---|---|---|---|
|
Close Enhanced Commodities II Fund |
Active |
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Close European Accelerated Fund |
Active |
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Japanese Accelerated Return Fund II |
Active |
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UK Index Growth Fund 2012 |
Active |
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