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.
EY@closebrothers.com
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
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Finalist 2020Total Wealth Planning - High Net Worth Finalist 2019Client Service Quality - High Net Worth Finalist 2018Quality & Clarity of Reporting Winner 2017Client Service Quality - High Net Worth High Net Worth is where investable assets were above £1 million. |
FTAdviser Top 100
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Ranked No.2 2019Top 100 Financial Advisers list |
STEP Awards
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Finalist 2019/20Financial Advisor Team of the Year Finalist 2018/19Financial Advisor Team of the Year Winner 2015/16Financial Advisor Team of the Year |
