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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.
A history of integrity
Close Brothers Asset Management is part of Close Brothers Group, a specialist financial services group which lends money, trades securities and provides advice and investment management solutions to a wide range of clients.
Close Brothers Group plc is listed on the London Stock Exchange and is a member of the FTSE250. It was established in 1878 and today employs over 2,500 people, principally in the UK.
Close Brothers Asset Management advises, manages or administers over £8 billion of assets, predominantly for private clients in the UK (at 31st October 2011).
Strength you can rely on
We are large enough to provide clients with the reassurance that comes from our scale of resources and our long experience, yet we are small enough to provide a truly personal service to each client.
We have a large and experienced team of over 120 financial advisers and over 50 investment professionals. They are supported by a total of more than 580 staff working from 11 offices throughout the UK.
Our track record
We have provided financial advice and investment management for over 40 years.
We look to build long-term relationships with our clients. Our success can be measured by the fact that our clients often refer us to their friends and family.
Our advisers and investment professionals have accumulated extensive experience in a range of different economic and market cycles which means that our services can endure over time and can work in ‘down’ as well as ‘up’ markets. Please note past performance is not a reliable indicator of future results.
