Close Brothers Group

Close Brothers is a leading UK merchant banking group providing lending, deposit taking, wealth management services, and securities trading.

Our Banking division provides lending to small businesses and individuals, with an emphasis on specialist finance. We also offer deposit taking services to UK businesses and individuals.

In Securities, we provide trading services in the UK through Winterflood, a leading market-maker.

Close Brothers Asset Management provides a range of financial advice, investment management and on-line investing services, helping clients to secure their financial future.

Established in 1878, we believe our traditional merchant banking values, based on service and integrity, continue to be relevant today. We define our approach to business as ‘modern merchant banking’ - values that are embedded in our culture and that underpin everything we do.

Today, Close Brothers Group plc employs 2,700 people, principally in the UK. We are listed on the London Stock Exchange and are a member of the FTSE 250.


Close Brothers Asset Management - Investment Philosophy

We are firm believers in capital protection in difficult market conditions. Our overriding aim is to deliver your investment objectives, while minimising downside volatility and permanent loss of capital. Therefore, a core component of our investment philosophy is active investment management, guided by principles of diversification and liquidity.

Our investment philosophy centres on the protection of the real value of your capital. We recognise that, for many clients, we are managing a finite pool of capital and understand the importance of trying to protect those assets against the impact of inflation.

Portfolios which are constructed to deliver an optimal mix of client-specific income and growth, consistent with the aim of achieving real returns and the avoidance of undue risk. We also apply a diversified investment approach which looks to position your portfolio across a broad range of assets; to always have 'winners' in the portfolio at any one time.

In essence, we employ institutional investment management disciplines to harness talent and to deliver consistent, risk adjusted returns.

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

Contact our dedicated team on 07814 487 551.

Or email us

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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