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.
The privacy of your personal information is very important to us. Other than as expressly set out below, we confirm that your personal information will not be disclosed, transferred or sold to any third party for any purpose.
The data controller of any personal information you supply is Close Asset Management Limited.
Personal information provided by you in response to this website may be retained by us for the purposes of organising your attendance at seminars, marketing by us, and/or providing you with further information relating to our services. This information may be disclosed to our affiliates, associates or closely linked persons (howsoever defined by law or regulation), their directors, officers, employees and agents as well as any government entity or third party, for the purpose(s) outlined above or as a matter of law. Your personal data may be processed by or transferred or disclosed to any other subsidiary of Close Brothers plc, and/or by third parties where such third parties are required in enabling us to provide services to you, your financial advisor should you have one and relevant stock exchanges and regulators. Such transfers or disclosures will only be made within the European Economic area. You may request further information from us about the companies in the Close Brothers Group at any time. If you do not wish us to use such information for any other purpose, please write to the Data Protection Officer at Close Asset Management Limited, 10 Crown Place, London, EC2A 4FT.
Similarly, you have the right to receive information about the personal data maintained about you for which we reserve the right to charge a fee. Should you believe such personal data is not correct, please write to the Data Protection Officer at Close Asset Management Limited, 10 Crown Place, London, EC2A 4FT.
The Close Asset Management group shall take all reasonable precautions within our control to ensure that the information you provide online is kept confidential to the Close Asset Management group during transmission, but you hereby acknowledge that the transmission of such information on the Internet is open to risk. Accordingly, no liability is accepted for any such information that falls into third party hands in such a way that is beyond the reasonable control of the Close Asset Management group.
Telephone calls made to any member of the Close Asset Management group may be recorded and recordings may be used for training purposes or to meet our regulatory requirements. Any data provided during the call will be used and held in accordance with the relevant data protection requirements.
Data provided by non-UK residents will be hosted and held outside of the UK unless agreed otherwise with you.