About us

With over 13 years’ experience helping EY employees across the UK, we understand you and your benefits and so are well placed to advise you on making the most of your financial future.

We are one of the UK’s leading wealth management firms with more than 700 people and 10 offices across the UK. We provide award-winning financial planning and advice, investment management, and online investing services – helping clients to secure their financial future. We manage more than £15.6 billion* on behalf of individuals, families and trustees. 

Our financial planning and investment management teams have been recognised with numerous industry awards. We also provide financial education and advice services to some of the UK's best-known organisations including; Dentons, Arup, Shell, Jaguar Land Rover and AstraZeneca.

We are part of Close Brothers Group plc, a leading UK merchant banking group providing lending, deposit taking, wealth management services, and securities trading. Established in 1878, we believe our traditional merchant banking values, based on service and integrity, continue to be relevant today.


*As at 31 July 2021

Past performance is not a reliable indicator of future performance.

Get in touch

Our dedicated team is there to help you at each stage of your career and beyond. Contact the team by emailing us with your requirements, where you are based and the best way to contact you. 


Alternatively, you can contact us by phone (08:30–17:30 Monday to Friday) on

0800 028 0208

Telephone calls made to Close Brothers Asset Management may be recorded and/or monitored. Click here for more information about how we use your data.

PAM Awards

Finalist 2020

Total Wealth Planning - High Net Worth
Investment Performance - Cautious Portfolios

Finalist 2019

Client Service Quality - High Net Worth
Sustainable Investment Solution

Finalist 2018

Quality & Clarity of Reporting
Investment Performance - Cautious - High Net Worth
Investment Performance - Defensive - High Net Worth

Winner 2017

Client Service Quality - High Net Worth
Investment Performance - Cautious - High Net Worth

High Net Worth is where investable assets were above £1 million.

FTAdviser Top 100

Ranked No.2 2019

Top 100 Financial Advisers list

STEP Awards

Finalist 2019/20

Financial Advisor Team of the Year

Finalist 2018/19

Financial Advisor Team of the Year

Winner 2015/16

Financial Advisor Team of the Year


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.