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 (£1million+) clients in 2017
  • 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

Call our dedicated team on:

07510 586 173

Robert Simmons

National Account Manager

Alternatively, email us.

Email us

To receive a valuation, log in to the client portal.


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.