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Closebrothers Nautilus Davidbrook 0084

Expert investment management and financial planning

Bringing clarity for life

Ensuring our clients get the most out of today, but not at the expense of tomorrow.

We’re proud to work with some of the most successful individuals, families, businesses and charities in the UK, and are committed to providing clear advice and solutions for their financial objectives.

Backed by Close Brothers, the UK-based FTSE 250 merchant banking group, we’re invested in your success. We only recruit the best professionals in the wealth management industry to our team, because we firmly believe that outstanding talent drives the best outcomes for our clients.

Our approach

With Close Brothers Asset Management, you will have direct access to an investment manager as well as a financial adviser, who together will find the optimum path for your wealth, whatever the market conditions.

With financial and investment experts located in each of the offices across our growing UK network, we offer consistency of advice and a personal approach combined with a local-market perspective. Our award winning digital services ensure our clients stay in touch, and in charge of their finances at all times.

Vision and values

Collaboration is at the heart of what we do. Whether we work with our clients or the wider business community, we’re intent on getting the best out of our team and the best for our clients and partners.

Like our clients, our people are diverse, and represented through established inclusion programmes that are active in and outside of the business. Our team is unified by our strategic intent for Close Brothers Asset Management to be an open and inclusive environment in which our people and our clients can thrive.

Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.