Information for clients of Adrian Smith & Partners Limited.
Following the announcement of our acquisition of Adrian Smith & Partners Limited (ASPL), we would like to warmly welcome you to Close Brothers Asset Management (CBAM).
Over the coming months, Adrian Smith and Ivan Hutchings will introduce you to the CBAM team, as we work with them to continue to meet your objectives. They will be assisted, as usual, by the ASPL support team and will continue to work from the existing office in Meriden.
We can promise that, while Close Brothers is a much larger company than ASPL, you will continue to receive the same high level of personal service you are accustomed to; delivered by our award-winning team. In addition, you will be supported by the full breadth of expertise across CBAM and the Close Brothers Group. This includes investment specialists, tax planning experts and a risk and compliance team, as well as the technology of our in-house investment platform.
We will continue to keep you informed of any changes that may affect you. In the mean time, you can explore the breadth of CBAM's expertise and services using the menus above, including regular investment commentary under Insights.
You can continue to log in to the ASPL Wrap to view your portfolio using the blue buttons on this page.
If you have any questions in the meantime, please contact Adrian or Ivan at ASPL House, 9 Elm Court, Meriden Business Park, Meriden, Coventry CV5 9RG. Telephone: 01676 521 111.
"The deal gives our clients continuity of the high standard of service, plus access to Close Brothers Asset Management’s range of specialist financial planning services and investment expertise."
ADRIAN SMITH, MANAGING DIRECTOR OF ADRIAN SMITH & PARTNERS LIMITED