You only want what’s best for your clients, and your business

We offer professionally managed multi-asset funds and discretionary portfolios that can cater to a wide range of your clients' investment needs.

How can we help?

We offer a range of funds with different risk and return profiles. These are pooled vehicles and are available in three forms. Available for clients who have £1,000 or more to invest.

How can we help?

Our investment managers work together as part of our overall investment team to combine their knowledge and capabilities through our investment process whilst maintaining autonomy to meet your client's individual requirements.

How can we help?

The Close Inheritance Tax Service (CITS) is a specialist, discretionary investment management service designed to provide accelerated relief from Inheritance Tax for your clients' by investing in Business Property Relief qualifying shares quoted on the Alternative Investment Market (AIM) and the NEX Exchange Growth Market.

For more information, please get in touch.

We have LinkedIn for Financial Advisers.

News and insights

Trick or treaty?

  • Weekly market update
  • 2 minute read

Here's a weekly update from our Investment Team.

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Fund manager update

  • Fund manager update
  • 5 minute read

The Close Managed Funds team provide an update on their strategy for March.

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Smart Beta 2

  • Investment Insight
  • 5 minute read

How do we think about the intended and unintended consequences of using Smart Beta ETFs?

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The cheaper the beta?

  • Investment Insight
  • 5 minute read

This active-passive approach searches for the perfect balance between cost and value, and risk and reward, in three diversified funds.

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Stockpile skew

  • Weekly market update
  • 2 minute read

Here's a weekly update from our Investment Team.

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Fund manager update

  • Fund manager update
  • 7 minute read

Weixu Yan, Investment Manager, provides an update on the Close Tactical Select Passive Funds for March.

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Fund manager update

  • Fund manager update
  • 5 minute read

Riitta Hujanen, Managing Director, provides an update on the Close Portfolio Funds for March.

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Fund manager update

  • Fund manager update
  • 5 minute read

Andrew Metcalf, Investment Director, provides an update on the Close Bond Income Portfolio Fund for March.

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Fund manager update

  • Fund manager update
  • 5 minute read

Andrew Metcalf, Investment Director, provides an update on the Close Select Fixed Income Fund for March.

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View all news and insights

Investor Insight - Winter 2018/19

  • 21 Feb
  • Market update
  • 8 minutes

Nancy Curtin, Chief Investment Officer, and Robert Alster, Head of Research, summarise the output of our recent investment committee meeting. 

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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. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.