A service built around you.

We provide a complete financial planning and investment service to professionals, business owners, retirees and other high-net-worth individuals and multi-asset investment management to financial advisers, trustees, consultants, family offices and charities. Central to both propositions is our award-winning, institutional-quality investment capability.

Investor Insight
Summer 2018

The latest quarterly market commentary is now available. At the half-way mark of the year, it's fair to say that 2018 has been a choppy year for markets. Download to read more or watch the video.

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Individual

We have over 40 years’ experience of helping individuals to manage their wealth - you can trust us to support you at every stage of your journey.

Employer

Our Financial Education Service specialises in improving employee engagement and financial wellbeing. With over 45 years' experience, we deliver financial education to the employees of over 200 of the UK's best known organisations.

Professional intermediary

We have a long history of working and building relationships with legal and accountancy professionals, providing a complete financial planning and investment service for the benefit of mutual clients.

Financial adviser

We work with financial advisers across the UK, providing a full investment management service, allowing you to focus on financial advice and wealth planning.

Charity & Trustee

We help charities and their trustees manage their financial resources through our discretionary investment management service. We also engage with charities through our Trustee Leadership Programme and philanthropic service.

Investment consultant

We offer actively managed, multi-asset investment solutions, which are designed to nurture and protect your client’s wealth over the longer term.

About us

For over 40 years, we have specialised in managing wealth and providing financial education.

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Latest insights

Our thoughts, opinions and insights into the markets, managing money and more.

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Intelligent Retirement^®

Powering your income needs throughout retirement with our new approach.

The smarter solution

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Other Close Brothers sites

Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future results and you could get back less than invested. Click here to understand the risks associated with investing. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.