- 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.
Financial advice
Our advice is focused on establishing and implementing a financial plan to meet your individual financial and lifestyle objectives over time. We will regularly review the plan with you and recommend any necessary adjustments.
Our experience is that most clients value advice and planning in the following areas:
- investments
- inheritance tax planning
- retirement and pensions
- income and life insurance
- tax planning
Investment management
Our investment management is focused on delivering consistent returns over the long term, while protecting your capital from risk. We focus on the main categories of liquid investments such as equities, bonds, funds, exchange traded funds and commodities across the principal international markets. Please note past performance is not a reliable indicator of future results.
Our investment management role is twofold. We establish and manage an appropriate allocation of these different categories of investments around the world. In addition we select the best individual investments within each category using our own research.
Our clients
We serve over 60,000 private individuals in the UK with our advice, investment management or self-directed services.
We also work with companies and professional advisers. We work with over 230 of the UK’s best known companies, including around a quarter of the FTSE 100, to provide a range of financial education seminars to their employees. We also work with a large number of independent financial advisers throughout the UK to provide them with a range of investment services for their clients.
