St_Pauls

Close Brothers Asset Management
and Castle Investment Solutions

Close Brothers Asset Management are delighted to be working in partnership with Castle Investment Solutions to make the Close Discretionary Fund range and Tailored Portfolio Service available to their clients.

Key benefits:

  • Comprehensive, full-time professional discretionary management from an award-winning manager - the PAM award winner for Client Service Quality for HNW (1m.+) clients in 2012 and 2013

  • Discretionary wealth management service are no longer only the preserve of the wealthy. With the Close Portfolio Funds unit trust, you receive the same investment processes and exposure to multi-asset classes from £1,000.

  • Access to our in-house research and investment expertise

  • Investment management that fits within tax wrappers or financial products that you prefer

  • A simple and transparent fee structure

  • Clear and regular reporting

Close Brothers Asset Management has received a Defaqto 4 Diamond Rating
for the Close Discretionary Funds.

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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.