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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.
Our philosophy
We believe that our clients seek an optimal mix of income, growth and capital preservation which is best achieved by actively managing broadly-diversified portfolios across all the main categories of liquid investments.
Active management means constantly reviewing markets and portfolios and being ready and able to make changes whenever required. This approach provides clients with peace of mind.
Diversification helps to reduce risk and enhance performance by ensuring portfolios have a spread of different categories of investment such as equities, bonds, funds and commodities. Within categories we select a spread of different individual investments using our own research.
Liquid investments are those that are easy to buy and sell quickly. By focusing on liquid investments we are able to react to events quickly, and if necessary, simply sell and return to cash as a safe harbour. Please note past performance is not a reliable indicator of future results.
Our expertise
Our 50-strong team of investment managers has extensive experience across all categories of investments. This experience ranges from macro-economic analysis and global asset allocation to research of specific investment opportunities within equities, fixed income, commodities and funds managed by specialist asset managers. 70 per cent of our investment team has more than 20 years’ investment experience.
Our risk management framework ensures that portfolios adhere to the objectives agreed with our clients and helps our investment managers identify and manage risks within portfolios.
Options for clients
We offer a range of different approaches to enable our investment service to be tailored to each client.
Clients choosing our in-house actively managed funds or segregated tailored portfolios can opt for a conventional approach of funds and portfolios that invest directly in equities and bonds, or an approach that invests in funds from specialist third party investment managers, or alternatively an approach that selects passively managed investments in order to reduce costs. Regardless of which approach a client wishes to take, they can choose an investment which matches their appetite for risk and return.
For larger portfolios we offer a fully bespoke service which customises a portfolio for each client using a unique mix of investment categories and approaches.
