Investment accounts

An investment account lets you invest in managed funds, UK stocks and shares, deposits, gilts, and exchange traded funds (ETFs), so you can create an investment portfolio that’s right for you.

There is no annual subscription limit, so if you have already used your full ISA allowance, our investment accounts give you another way to invest.

If you have multiple investment goals you can open as many investment accounts as you need.

Value for money

We offer clear and competitive pricing with no hidden costs or charges.

No charge to open or manage the account

No charge for transfers*

A competitive platform fee that starts at 0.25% and reduces in tiers to 0% depending on the amount you and your family invest

*The transferring provider may make a charge for transferring investments or cash proceeds to Close Brothers Asset Management.

Choice

Invest in a wide choice of investments with our Close Investment Account:

UK equities

Exchange traded funds (ETFs)

UK stocks and shares

UK Government bonds (gilts)

Investment trusts

Fixed Term Deposits

Convenience

Our online portal is easy to use and accessible at any time and will allow you to create a more detailed view of your wealth by adding assets or debts not held with us.

Buy, sell and switch investments easily online

You can manage your investment account in the same place as your other investments, giving you a single overview of your portfolio

Choose between saving regularly each month or investing a lump sum

Create and rename different accounts for specific financial goals

You can now view your Investment Account on the go with our Close Brothers Asset Management App. The App is available on Apple iOS devices and Android devices

Investment expertise

Take advantage of the free access to our expertise and view our in-house research, analysis and insights which are easy-to-understand, whether you are an experienced investor or just getting started.

Our investment team are constantly trading in the markets and managing the portfolios of thousands of investors across the UK.

Support

Our UK-based support team are on hand to help via phone or email. If you have questions about your account, please contact our dedicated Investor Support Team who are available 8am - 6pm, Monday to Friday, excluding public holidays.

Remember, the value of investments can go down as well as up, and you may get back less than you invest.

If you don’t already have an Investment Account or would like to transfer an existing one, why not benefit from our low cost investment platform and open one of our accounts today. Transferring is easy and our support team are here to help.

Please note, you do not need to sell your holdings in order to transfer them to us.