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:

07814 487 551

Anthony Hall

Business Development Director

Alternatively, email us.

Email us

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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 returns and you could get back less than invested. Click here to understand the risks associated with investing.

If you are accessing our services and products or website from outside the UK, please note that these are intended for UK investors. For more information, please refer to the Legal centre.

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