Combining the power of multi-manager with multi-asset exposure
The Close Managed Funds are a family of funds positioned across the risk spectrum, designed to meet your clients’ goals for either income or capital growth.
They are fully flexible in being able to access a global opportunity set of collective investments, using active funds, passive funds, closed-ended or alternative investments. The funds are diversified across asset classes and geographies, aiming to deliver strong long-term returns while managing volatility.
Our team has extensive experience in both fund research and managing multi-asset strategies. We believe that having research conducted alongside investment management will deliver the best outcomes for your clients.
To learn more, get in touch with a member of our team using the form below.
This helpful quick reference guide covers everything from performance, asset allocation and risk mapping to fees and charges for the Close Managed Fund range.Access the guide
Meet the team
- London City
- +44 (0) 207 426 4730
Matthew joined Close Brothers Asset Management in 2007 and heads up the Manager Research team which is responsible for the research, selection and monitoring of fund managers. He is also a portfolio manager for the Close Managed Fund range of multi-asset funds.
Matthew started his career in the actuarial and investment consulting world and worked within the life insurance, pensions and investment teams at Mercer and Aon. He graduated from Nottingham University with a First Class Honours Degree in Mathematics with Engineering.
- +44 (0) 117 917 0678
James Davies is a portfolio manager and senior fund research specialist, working within the firm’s Multi-Manager and Manager Research teams.
James began his investment career with Chartwell Group in 2003, where in addition to managing their discretionary offering from 2009 he was also the firms principal press spokesperson on investment matters. In 2010, Chartwell was wholly acquired by Close Brothers Plc. James holds a BScEcon in International Relations from Aberystwyth University.
- London City
- +44 (0) 207 426 4330
Sam is an Investment Manager and a core part of the committee deciding asset allocation. He attends company and analyst meetings and has a particular interest in third-party fund analysis. Sam is co-fund manager of the Close Managed Fund range.
Sam joined Close Brothers Asset Management in 2010 from Fortune Asset Management. He studied at Imperial College, London and is a candidate in the Chartered Financial Analyst (CFA) programme.
- London City
- +44 (0) 20 7426 4705
After spending a decade working for IFA businesses managing Model Portfolios and providing Investment Specialist support, Aidan joined Close Brothers Asset Management in 2016 through their acquisition of Eos Wealth. He is an Investment Analyst for the Close Managed Fund range, and also sits on the wider Fund Research Team.
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News and insights
Learn more about the Close Managed Funds and investing with Close Brothers Asset Management.
No place for average
Should passives be the default option or are above-average returns possible by investing with an active manager?
September 2020 update
The Close Managed Funds team provide an update on their strategy.
Breaking down multi-asset investing
Find out how Modern Portfolio Theory, alternative assets and risk management have contributed to the evolution of multi-asset investing.