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.
- 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