Our people

Eddy Reynolds

Chief Executive Officer

• London City
• eddy.reynolds@closebrothers.com

Eddy Reynolds was appointed as Chief Executive of Close Brothers Asset Management (CBAM) on 7 March 2022. He is an experienced financial services executive with over 30 years working in fund management and business & proposition development. Prior to joining CBAM he held a number of executive positions at Standard Life Aberdeen including Managing Director – Standard Life Savings, Managing Director – Marketing and Propositions, and Chief Investment Officer - Standard Life Wealth. Earlier in his career he was Head of Investment at Lloyds Private Bank, and previously held a number of roles at Aegon Asset Management and Scottish Widows Investment Partnership (SWIP).

Eddy has BSc in Maths from the University of Manchester and is a Fellow of the Chartered Institute for Securities and Investment. He is currently a non-executive director of Edinburgh fintech Aveni.

Catherine Parry

Chief Financial Officer

• London City
• catherine.parry@closebrothers.com
• +44 (0) 800 588 4064

Catherine joined as CFO in March 2019 and is responsible for Finance and Facilities. Catherine is a chartered accountant with nearly 20 years of experience in Finance and has delivered several finance transformation programs. Prior to this Catherine was CFO of Global Functions at HSBC, Head of Finance at the London Stock Exchange and Head of Finance at Schroders. Catherine is also a trustee of the Royal College of Art.

Charlie Collard

Head of HR

• London City
• charlie.collard@closebrothers.com
• +44 (0) 800 588 4064

Charlie has worked in Human Resources in the City for over 10 years, beginning her career in Magic Circle law firms, before moving to Close Brothers Asset Management in 2015. Since joining the company, she has been instrumental in key people initiatives and projects relating to the benefits, culture and organisational design of the division. Charlie began her career at Close Brothers as an HR Business Partner, before becoming the Lead HR Business Partner and then in September 2018 taking on the role of Head of HR.

Giles Marshall

Head of HNW

• London City
• giles.marshall@closebrothers.com
• +44 (0) 207 426 6208 

Giles joined Close Brothers in 2006, initially managing private client portfolios as a HNW Investment Manager, before transitioning to COO Investments in 2012. He was promoted to Head of HNW in December 2019, and is responsible for our high-net-worth investment managers in London and regionally, as well as our discretionary management service and Close Inheritance Tax Service teams.

Prior to this, Giles spent two years as a management consultant, before taking a role as a technology analyst at Singer and Friedlander. He transitioned to a fund manager role in 2001.

Giles passed the Chartered Institute for Securities and Investment (CISI) Diploma in 2004 and became a Chartered Fellow of the CISI in 2010. He also holds a First Class degree in Economics and Information Systems from the University of the West of England.

Gregg Clarke

Chief Operating Officer

• London City
• gregg.clarke@closebrothers.com
• +44 (0) 800 588 4064

Gregg joined Close Brothers Asset Management (CBAM) in 2007, and has over 20 years’ experience in the platform and wealth management industries. His responsibilities include Operations, Technology and Business Transformation. Prior to joining CBAM, Gregg worked for Cofunds and ABN AMRO in Luxembourg where he led a range of technology and business transformation initiatives.

Iain Wallace

Head of Compliance

• London City
• iain.wallace@closebrothers.com
• +44 (0) 800 588 4064

Iain joined Close Brothers Asset Management in November 2016 as Head of Compliance, taking responsibility for Compliance, Risk, Fund Governance and Legal within the division.

Iain previously worked at Heartwood Wealth Management, part of the Handelsbanken Group, as their Head of Risk and Compliance for over 3 years. Iain joined Heartwood from the financial services group, Share plc, where he spent almost 14 years as their Group Compliance and Legal Services Director. Whilst initially a wealth manager himself, Iain spent a number of years supervising wealth management and stockbroking businesses while at the Securities and Futures Authority and the Financial Services Authority, and worked in compliance within HSBC Investment Bank.

Iain holds a bachelor’s honours degree in Law and a master’s degree in Financial Services Law with distinction. He is also a Chartered Fellow of the Chartered Institute for Securities & Investment, a Fellow of the Institute of Directors and holds a Professional Banker Certificate with the Chartered Banker Institute.

John Edmeads

Head of Advice

• Chester
• john.edmeads@closebrothers.com
• +44 (0)1244 263 860

John has over 20 years’ experience within the Financial Services industry, with a decade in Wealth Management. John is a fellow member of the Institute of Chartered Accountants in England and Wales, having attained his ACA qualification in 2005.

John held positions within PwC, Mercer (part of the Marsh McLennan Group) and Brown Shipley, prior to joining Close Brothers Asset Management in 2017.

John was Practice Director for the Telephone Advice Service until December 2017. He has been a member of the advice leadership team since 2018, most recently as Commercial Strategy Director, before being promoted to Head of Advice in 2021.

Robert Alster

Chief Investment Officer

• London City
• robert.alster@closebrothers.com
• +44 (0) 207 426 4157 

Robert has leadership responsibility for the investment teams providing services and support to our investment professionals, including: all security research, performance, risk and governance as well as investment policy and asset allocation. He joined Close Brothers Asset Management in 2014 and previously established a research team of analysts covering equity, fixed income and macro research.

Robert has 28 years of investment experience having worked as an analyst, portfolio manager, and research head at AllianceBernstein, UBS Asset Management, American Express and Fleming Investment Management. Prior to working in the financial services industry, Robert worked in the coal mining industry as an Energy Analyst.

He holds an MA in Philosophy from Edinburgh University and an MBA from the Cranfield School of Management.

Jeanette Makings

Head of Financial Education

• London City
• jeanette.makings@closebrothers.com
• +44 (0) 771 065 0936

Jeanette joined Close Brothers in 2000 after 16 years working in professional services with Arthur Andersen and Ernst & Young. She now heads up our Financial Education division, working with some of the UK’s best known employers.

Jeanette is passionate about creating financial education programmes that inspire employees to make a difference to their future; ensuring financial wellness is adopted within an organisation as part of a holistic wellness strategy to help improve employee engagement, retention and productivity.

Adam Finlay joined Close Brothers in February 2023 as an Investment Manager in the Birmingham office. With over a decade of experience in the wealth management sector; Adam’s role is to develop, implement, and manage bespoke investment portfolio strategies to meet the unique objectives of a diverse range of high-net worth clients. These include private individuals, corporates, trusts, and charities by using a variety of tax-efficient vehicles and liaising with professional advisers where needed.

Adam joined from Investec Wealth & Investment where he spent 6 years, prior to which, he was at a local West Midlands IFA firm that he joined after graduating from Durham University in 2012. A Chartered Wealth Manager and CERTIFIED FINANCIAL PLANNER™ as designated by the Chartered Institute for Securities & Investment (CISI), Adam also holds the Investment Management Certificate from the CFA Society UK and is a graduate of the CISL Sustainable Finance course. Adam lives in Solihull and is a keen runner and golfer, and enjoys spectating at football and cricket.

Adam Griffin

Managing Director

• London City
• adam.griffin@closebrothers.com
• +44 (0) 207 426 4006 

Adam has been with Close Brothers Asset Management for nearly ten years having been involved in the investment world for almost thirty years, managing money for institutions and private individuals across a broad spread of mandates.

He has also accumulated wide- ranging industry experience and previous firms for whom he has worked include Quilter, Capel Cure Myers (now Barclays Wealth ) as well as Invesco Private Portfolio Management and Fergusson Hall Stewart (now Investec) in South Africa.

He is a Fellow of the Chartered Institute of Securities and Investment.

Adrian Phillips

Financial Planner

• Bristol
• adrian.phillips@closebrothers.com
• +44 (0) 771 065 0941

Over 30 years’ experience providing comprehensive financial planning advice. Adrian's clients range from individuals to families and the elderly, helping them to reach their financial planning objectives.

Aidan Harvey

Investment Analyst

• London City
• aidan.harvey@closebrothers.com
• +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.

Ajay Parekh

Mortgage Adviser

• Gatwick
• ajay.parekh@closebrothers.com
• +44 (0) 1293 602 737

Over 6 years’ experience providing mortgage and protection advice. As a mortgage and protection adviser within our Telephone Advice Service, Ajay has the ability to speak with a wide range of clients in regards to helping them with their mortgage and protection needs.

Alan Wilson

Financial Planner

• Glasgow
• alan.c.wilson@closebrothers.com
• +44 (0) 141 343 3500

Alan joined Close Brothers in 2011 as part of the acquisition of Scott-Moncrieff Wealth Management, where he had been part of the team since 1999. Alan started his career in Financial Services with Eagle Star before moving onto L&G.

His clients range from professional private clients to high-net worth individuals, helping each to reach their financial planning objectives. Alan is one of a select few advisers qualified as a Pension Transfer Specialist within Close Brothers.

Alastair Wilson

Managing Director

• Edinburgh
• alastair.wilson@closebrothers.com
• +44 (0) 787 162 1003

Alastair joined Close Brothers in August 2019, following almost 10 years at Brooks Macdonald Asset Management where, along with two colleagues, he set up their Edinburgh office in 2009. Prior to that Alastair was an Executive Director of Adam & Co Investment Management Ltd, a subsidiary of RBS, from 1994 to 2009. Alastair has managed family wealth, including Family Open Ended Investment Companies, Trusts and charities throughout his career. 

Alastair is a Fellow of the Chartered Institute for Securities, has an MBA from Strathclyde University Business School, a BA (Hons) from Strathclyde University, and a Post Graduate Diploma in Accountancy from the University of Glasgow.

He is also a Trustee and Chair of the Cattanach Trust, a Scottish based charity that supports other charities in Scotland funding projects for children in the first 1000 days of their lives, who are living in difficult or deprived circumstances. He is also a Trustee of James Clerk Maxwell Cancer Charity and has been an advisor for the International Bar Association’s Finance Committee.

Alejandro Velez

Equity Analyst

• London City
• alejandro.velez@closebrothers.com
• +44 (0) 207 426 4731

Alejandro Velez has 7 years of investment experience. He worked for Julius Baer, Spain for over five years as both an equity analyst and portfolio manager covering all sectors. He then moved to London to work for them on their UK product.

Alejandro joined Close Brothers Asset Management in 2016 as an equity analyst covering the Energy, Utilities, Diversified Financials and Mid Cap stocks. He is a CAIA Charterholder.

Amanda Green

Chartered Financial Planner

• Newcastle
• amanda.green@closebrothers.com
• +44 (0) 790 866 2369

Over 20 years experience providing holistic financial planning advice. Amanda enjoys helping her clients to reach their financial planning goals.

Amy Lazenby

Managing Director

• London City
• amy.lazenby@closebrothers.com
• +44 (0) 207 426 4739 

Amy is an Investment Managing Director at Close Brothers Asset Management, Head of Discretionary Management Service and a key member of the Multi Asset Class (MAC) Committee investment team deciding our house asset allocation. Amy runs many different risk rated portfolios as well as some of the firm’s largest individual mandates, trusts, charities and socially responsible investment portfolios.

Prior to joining Close at the beginning of 2013, Amy was a founding partner of a private client discretionary investment management business which she ran for 10 years before selling her 45% share to her co-founder.

Amy is a Chartered Wealth Manager and a Fellow of the Securities Institute. She sits on the editorial panel for the Securities and Investment Review and for 9 years sat on the committee for the Wealth Management Forum organising bimonthly events. She also acts as a mentor in the 30% Club Cross Company Mentoring Scheme.

Andrew Hess

Managing Director

• London Mayfair
• andrew.hess@closebrothers.com
• +44 (0) 203 961 8716

Andrew Hess joined Close Brothers in January 2019 as a Managing Director with responsibility for overseeing the management of the Mayfair office.  

Andrew spent 18 years at Rathbones Investment Management, heading up a department managing in excess of £5bn of assets under management. Andrew has worked in the Investment Management industry for over 30 years and manages funds for Private Clients, Charities, Pension Funds and City Livery Companies. He is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Andrew is married with three sons and when not standing on a touchline, he enjoys open water swimming, skiing and competing in triathlons.

Andrew Knight

Financial Planner

• Edinburgh
• andrew.knight@closebrothers.com
• +44 (0) 131 656 3016

Over 25 years’ experience providing comprehensive financial planning advice. Andrew's clients range from young professionals to retirees, helping them to reach their financial planning objectives.

Andrew Mackintosh-Walker

Managing Director

• Edinburgh
• andrew.mackintosh-walker@closebrothers.com
• +44 (0) 131 656 3039

Andrew Mackintosh-Walker joined Close Brothers in 2018 as a Managing Director of their discretionary investment management division in Scotland. Andrew has 19 years of experience of managing investments on behalf of private clients, trusts, pension funds and charities. Having started his career with Merrill Lynch International in London,  he left to join Rathbones Investment Management  where he worked for 17 years, latterly as the deputy head of their Edinburgh office. 

Andrew is a Chartered Fellow of the Chartered Institute for Securities and Investment and holds a Masters (with honours) degree from St Andrews University. Andrew is also interested in corporate governance and SRI investing. He is a trustee of Live Music Now charity and has spent time on sabbatical helping develop a micro finance organisation in Southern Sri Lanka, the Women’s Development Federation of Hambantota.

Andrew Metcalf

Managing Director

• London City
• andrew.metcalf@closebrothers.com
• +44 (0) 207 426 4012

Andrew joined Close Brothers Asset Management in September 2016, and is a Fixed Income Portfolio Manager. He is co-manager of the Select Fixed Income Fund, co-manager of the Sustainable Bond Fund, and chair of the Fixed Income committee.

Andrew started his career in 2008 - he has always worked in fixed income as an Analyst or Portfolio Manager. Before joining Close Brothers, Andrew spent 4 years at Vanguard Asset Management where he was part of the team managing a range of investment grade and money market funds. Andrew has also worked as a Portfolio Manager at Phoenix Group, and as a Fixed Income Analyst at Moody’s and Barclays Capital.

Andrew holds a Master’s degree in Finance from Durham University, and a Bachelor’s degree in Economics from Manchester University.

Andrew Thompson is an Investment Director at Close Brothers Asset Management and is based in the Manchester office. Andrew joined Close Brothers in December 2000 having spent 12 years with Henry Cooke Lumsden and their collective subsidiary, Solus.

Andrew specialises in managing bespoke investment portfolios for a diverse range of clients including fund of funds, charities, private clients, associated family trusts, IFAs and company pension schemes. Andrew is also an active member of the Collectives Research Committee.

Andrew is a Chartered Fellow of the Securities Institute and a holder of its Diploma.

Andrew Walters

Financial Planner

• andrew.walters@closebrothers.com
• +44 (0) 781 449 1446

Over 25 years experience providing holistic financial planning advice. I enjoy helping Andrew's clients to reach their individual financial
planning goals.

Anthony Bloor

Financial Planner

• Chester
• anthony.bloor@closebrothers.com
• +44 (0) 160 681 0155

Over 35 years’ experience providing financial planning advice. As a financial planner within our Telephone Advice Service, Anthony has the ability to speak with a wide range of clients from across the UK, helping them to reach their financial objectives and goals.

Antony is a Chartered Fellow of the CISI, with over 19 years’ experience working as an independent financial advisor and a Wealth Manager before joining Close Brothers Asset Management. Antony specialises in offering a personal service, which encompasses establishing clients' personal and financial goals, holistic financial planning and building long-term relationships.

Archie Thompson

Assistant Investment Manager

• London City
• archie.thompson@closebrothers.com
• +44 (0) 207 426 4089

Archie joined Close Brothers Asset Management in July 2015 having received an MA in Ancient History from St Andrews University and studied for a Graduate Diploma in Law from BPP University.

Archie is an Investment Management Certificate Holder.

Over 12 years’ experience providing comprehensive financial planning advice. Barry's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives.

Ben Lomas

Investment Director

• Manchester
• ben.lomas@closebrothers.com
• +44 (0) 161 238 9498

Ben joined Close Brothers in June 2021 as an Investment Director in the Manchester office. Ben started his investment management career in 1999 and most recently spent 14 years with Brown Shipley as a Private Client Manager and later, Client Director.

Ben specialises in managing bespoke portfolios for private individuals, intermediaries, trusts, family investment companies and charities.

Ben is a Chartered Fellow of the Securities Institute and a holder of its Diploma.

Brian Tingley

Financial Planner

• Bristol
• brian.tingley@closebrothers.com
• +44 (0) 771 500 0226

Over 27 years’ experience providing comprehensive financial planning advice. Brian's clients range from the age of 20 to the age of 92, helping them to reach their financial planning objectives.

Bruce Saunderson

Private Client Director

• Glasgow
• bruce.saunderson@closebrothers.com
• +44 (0) 141 343 3500

Bruce joined Close Brothers in June 2017 to develop our Wealth Structuring proposition. Previously he headed PwC’s Investment Advisory team in Scotland working closely with their private client tax specialists.

Prior to this, he was Senior Manager at wealth advisory firm Grant Thornton and a Director of Wealth Management at law firm Maclay Murray & Spens.

He holds a Diploma in Financial Planning and has a Joint Honours Degree in Law and Accountancy form the University of Edinburgh.

Charles Hobday

Managing Director

• London City
• charles.hobday@closebrothers.com
• +44 (0) 207 426 6236 

Charles is a graduate of the University of Bournemouth with a BA (Hons) degree in Financial Services and has worked at Close Asset Management (formerly Rea Brothers Investment Management) since 1995.

He manages assets for a diverse client base, domiciled both on and offshore, encompassing private clients, charities and trusts and incorporating a broad multi-asset spread of mandates.

Charles is an Investment Director and a Chartered Member of the Securities Institute.

Charles Insley

Investment Director

• London Mayfair
• charles.insley@closebrothers.com
• 07864 687055

Charles joined Close Brothers in December 2022 as an Investment Director in the Mayfair office.

Charles joins from abrdn discretionary where he was responsible for the International business and a team managing over £1.5bn of assets. He was also part of the Executive committee and a Director of abrdn Capital International. Charles has worked in the investment management industry for over 25 years and manages funds for private clients, charities, trusts and pension schemes. Charles moved to abrdn from Newton following the acquisition of Newton’s private client business in 2013. He is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Charles lives in Oxfordshire and is married with three children. He is a keen sportsman and has recently completed his first triathlon.

Chris Boon

Managing Director

• London City
• chris.boon@closebrothers.com
• +44 (0) 207 426 6226 

Chris Boon is a Managing Director at Close Brothers Asset Management and has been with the Group since 1999. As Chief Executive of the
Bespoke High Net Worth business from 2000-2007 he established Close Brothers’ presence in this sector. He was formerly a director and
Chief Investment Officer of Rea Brothers (Investment Management) Ltd and chairman of several special purpose property companies.

Chris has been looking after corporate and private investors, their trusts, charities and pension funds since 1987 and is a Chartered Fellow
of the Chartered Institute for Securities & Investment. He has been a member of the Citywire Wealth Manager Top 100 and is listed as a
Spears’ Distinguished Individual High Net Worth wealth manager. In 2014 & 2016 he was a finalist in the Spears’ Awards High Net Worth Manager of the Year.

Chris Hulston

Financial Planner

• chris.hulston@closebrothers.com
• +44 (0) 77 0631 6582

Over 10 years’ experience providing comprehensive financial planning advice. Chris’ clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives.

Chris Law

Investment Director

• London City
• chris.law@closebrothers.com
• +44 (0) 207 426 4733 

Chris is an Investment Director with over 17 years of financial services experience. He looks after both onshore and offshore multi asset class portfolios for private clients, trusts, companies and charities.

Chris joined Close Brothers Asset Management in September 2013 after working at Merrill Lynch Portfolio Managers for over 14 years. He originally joined Mercury Asset Management in 1999, shortly before the takeover by Merrill Lynch.

Chris is a Chartered Member of the Securities Institute and holds a BA in Economics from the University of Durham. Chris received the accolade of being one of the 2016 Private Asset Manager (PAM) ‘Top 40 Under 40’.

Chris Megahey

Financial Planner

• Edinburgh
• chris.megahey@closebrothers.com
• +44 (0) 131 656 3009

Over 15 years’ experience providing comprehensive financial planning advice. Chris's clients range from young professionals to retirees, helping them to reach their financial planning objectives.

Christopher Buzzard

Investment Director

• London Mayfair
• christopher.buzzard@closebrothers.com
• +44 (0) 207 006 9999

Christopher Buzzard has joined CBAM from Rathbones where he was an Investment Director. Previously he was Chief Executive of Singer and Friedlander Investment Management. He held a similar position at Hambros Bank Private Client Management, Scrimgeour Vickers Asset Management and Kemp-Gee Stockbrokers.

Christopher Godfrey-Faussett

Managing Director

• Edinburgh
• christopher.godfrey-faussett@closebrothers.com

Following a Commission in the Army, Christopher joined Fleming Private Asset Management, in London, where he managed portfolios on behalf of Private Clients, Trustees and Charities. In 2001, after the takeover of Flemings by Chase/JP Morgan, Christopher moved to Rathbones as an Investment Director. Initially based in London he moved to the Edinburgh office in 2005 where he continued to manage portfolios for Private Clients and Trustees but placed greater emphasis on Charity mandates, becoming the Rathbones Charity Team's principle representative in Scotland.

He is a Chartered Member of the Securities Institute.

Christopher Tingle

Midlands | Business Development Director

• Birmingham
• Christopher.Tingle@closebrothers.com
• +44 (0) 7394422919

Chris joined Close Brothers Asset Management in May 2020 as a Business Development Director for the Midlands and has over 23 years of experience in financial services.

Having started his career in 1997 at Standard Life, Chris then moved into a specialist role within unit-linked guarantees working at both market leaders in this space; Met Life and AXA Life Invest. He then made the decision to focus on a career in asset management. He previously covered the East and West Midlands as a Regional Sales Manager at Premier Asset Management, as well as working at Old Mutual Wealth as the Investment Specialist supporting the Midlands region, focused on discretionary and multi-asset solutions.

Craig Heath

Financial Planner

• Chester
• craig.heath@closebrothers.com
• +44 (0) 160 681 0100

Over 15 years’ experience providing comprehensive financial planning advice. Craig's clients range from minors to clients in their
nineties, helping them to reach their financial planning objectives.

Dan Gollance

Investment Director

• London City
• dan.gollance@closebrothers.com
• +44 (0) 207 426 6210 

Dan Gollance graduated from the University of Birmingham in 1999 with a degree in Economics and Spanish.

He started his career as a small cap broker at EFML before moving to Williams de Broe where he managed private client portfolios and worked on the Assetmaster range of funds.

Dan joined Close Brothers Asset Management in 2005 and is currently responsible for a range of multi-asset mandates including the global equity Winchester Fund. He has passed various investment and financial planning exams and is a CFA charter holder.

Daniel Swift

Managing Director (Financial Education Service)

• Gatwick
• daniel.swift@closebrothers.com
• +44 (0) 129 360 2727

Daniel manages a team of Financial Advisers across the UK that specialise in delivering financial education and advice to employees within some of the UK’s best known organisations. Daniel has over 15 years’ experience in delivering financial advice and continues to advise clients, helping them to reach their financial objectives.

Danisha Chadha

Chartered Financial Planner

• Gatwick
• danisha.chadha@closebrothers.com
• +44 (0) 207 426 4084

Danisha is passionate about providing holistic advice and offering strategic solutions to help her clients achieve their financial objectives.

As a Fellow of the Personal Finance Society, Chartered and Certified financial planner and STEP affiliate, Danisha is highly qualified and well versed in all aspects of financial planning. She is proficient in lifestyle/cashflow modelling and works with clients to provide bespoke solutions, with particular expertise in pensions, retirement and estate planning.

By building long-term client relationships, Danisha provides a structured ongoing service for clients who range from early stage tech startups to private clients wishing to pass on their wealth to future generations.

Darren Saddler

Head of Intermediary Partnerships

• London City
• darren.saddler@closebrothers.com
• +44 (0) 789 063 0179 

Darren joined Close Brothers Asset Management in September 2009. He has worked in intermediary-facing roles for over 30 years. Prior to joining CBAM, Darren worked for Standard Life in Edinburgh and London. He holds the IMC.

David Hamilton

Managing Director (Scotland)

• Glasgow
• david.hamilton@closebrothers.com
• +44 (0) 141 343 3500

Over 14 years’ experience providing comprehensive financial planning advice. David's clients range from young professionals to high net-worth individuals, helping them to reach their financial planning objectives.

David Hoggett

Financial Planning Director

• Newcastle
• david.hoggett@closebrothers.com
• +44 (0) 191 300 6296

Over 25 years’ experience providing comprehensive financial planning advice. David's clients range from Entrepreneurs to FTSE 100 Directors, and retirees, helping them to reach their financial planning objectives.

David Kilby

Financial Planner

• Glasgow
• david.kilby@closebrothers.com
• +44 (0) 141 343 3500

Over 28 years’ experience providing comprehensive financial planning advice. David's clients range from young professionals to those in retirement, helping them to reach their financial planning objectives.

David Mellett

Managing Director (North)

• Chester
• david.mellett@closebrothers.com
• +44 (0)7927 578 091

David is responsible for Advice and Client facing functions across the North. Experienced in Leadership & Wealth Management with a deep and extensive career working in the Wealth & Investment Management industry responsible for the management of specialist advisers across Advice, Asset Management, Investment Advisory and Estate Planning.

Prior to joining CBAM, David was Divisional Director for Santander Wealth Management, responsible for Investment advice across Northern England, Scotland and Northern Ireland. Previous to this, he was a Regional Head and Investment Director for the North at Kingswood Group responsible for all Advice and Investment Management functions.

David also spent 11 years with Barclays Wealth & Investment Management, latterly as the Director of Manchester & North West, where he led the Private Banking team focused on private clients and entrepreneurs, having being part of the leadership team since 2008.

David has over 20 years Wealth Management experience and is a Chartered Fellow and Chartered Wealth Manager member of the Chartered Institute for Securities & Investment.

David Scott

Chartered Financial Planner

• Edinburgh
• david.scott@closebrothers.com
• +44 (0) 131 656 3020

Over 20 years’ experience providing comprehensive financial planning advice. David's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives.

David Wilson

Scotland, Northern Ireland and North East England | Business Development Director

• Edinburgh
• davidrwilson@closebrothers.com

David joined Close Brothers Asset Management in October 2022 as Business Development Director for Scotland, Northern Ireland and North East England. He is responsible for managing the key relationships in the region, promoting the full CBAM investment proposition. He has over 23 years of experience in Financial Services.

Prior to joining CBAM David was a Business Development Manager with Triple Point Investment Management where he focussed on assisting advisers and their clients with Estate Planning and other tax efficient investment planning. He has previously held various roles including business development, business consultancy and platform relationship management with Just Group, Standard Life and other leading Life, Asset Management and Pension providers.

He is a member of the Personal Finance Society and holds the Diploma in Financial Planning qualification.

Dean Blake

Financial Planner

• Bristol
• dean.blake@closebrothers.com
• +44 (0) 117 917 0723

Dean has provided financial advice to clients since 1992, with a primary focus of helping them achieve or maintain their desired lifestyle
and financial goals. This can involve the provision of comprehensive and holistic plans, or can be tailored to suit more specific needs and
requirements. Dean's clients range from young professionals and entrepreneurs to those who have retired.

Dominic Carver

Co-Head of Equity Research

• London City
• dominic.carver@closebrothers.com
• +44 (0) 207 426 4174

Dominic joined Close Brothers as an Equity analyst in 2014, and is responsible for covering companies within the Financial and Healthcare sectors.
Prior to this position, Dominic was an investment manager at Sanlam Private Investors and subsequently Julius Baer Asset Management, managing multi-asset class portfolios for ultra-high net worth individuals.
 
Dominic holds a BA from the University of Cambridge, where he read Natural Sciences.

Ed Brown

Investment Manager

• Chester
• ed.brown@closebrothers.com
• +44 (0) 1244 263 873

Ed joined Close Brothers in April 2020 as an Assistant Investment Manager for a new North-West Office. Ed started his career in 2014 in Sales and Trading derivatives in London, before moving to investment management at Rathbones in 2017.

Ed and the team provide Bespoke Investment Management services for private clients, trusts, charities and pensions, working either directly with clients or with other professional intermediaries. Ed is a holder of the Chartered Financial Analyst designation. In his spare time he is either on Anglesey or in the waters around it.

Edward Colman

Managing Director

• London City
• edward.colman@closebrothers.com
• +44 (0) 207 426 4384 

Edward is a UK Multi Asset Class Portfolio Manager with over fifteen years of financial services experience. He looks after both onshore and offshore multi asset class portfolios for private clients, trusts and corporates.

He joined Close Brothers Asset Management in September 2013. Edward holds the Private Client Investment Advice & Management Certificate (Distinction) and the Investment Management Certificate. Prior to joining Merrill Lynch in 2002, he qualified as a Chartered Accountant. Edward graduated from the University of Durham in 1998 with a Biological Sciences BSc.

Edward Riordan

Senior Mortgage Adviser

• Gatwick
• edward.riordan@closebrothers.com
• +44 (0) 129 360 2731

Edward has over 10 years’ experience in providing comprehensive mortgage and financial protection advice, and holds the Advanced Diploma in Mortgage Advice . Edward deals with a wide range of clients including young professionals, high net-worth individuals, self-employed business owners and contractors. Edward also works with a number of key introducers, and enjoys developing new relationships.

Eileen O'Rourke

Investment Director

• London City
• eileen.orourke@closebrothers.com
• +44 (0) 207 426 4383

Eileen is a Multi Asset Class Portfolio Manager with several decades of financial services experience. She looks after both on and offshore multi asset class portfolios for private clients, trusts and charities.

Eileen joined Close Brothers Asset Management in February 2017 after over 20 years at Brewin Dolphin where she was a Divisional Director.

Eileen holds a BA from the University of Michigan and is a Chartered Wealth Manager.

Enrico Smith

Chartered Financial Planner

• London City
• enrico.smith@closebrothers.com
• +44 (0) 207 426 4070

Enrico joined Close Brothers Asset Management in 2016 from Arbuthnot Latham as a Chartered Financial Planner. He has over 10 years’ experience providing comprehensive financial planning advice including wealth accumulation, cash flow forecasting, retirement planning, and helping individuals to make the most of their financial potential both onshore and offshore.

Key to his role is ensuring clients build up wealth in the most tax-efficient manner, adopt the most appropriate investment strategy and proactively make changes based on market conditions and legislation. He is a Fellow of the Personal Finance Society and holds the Certificate in Discretionary Investment Management.

Felix Fitch

Managing Director

• London City
• felix.fitch@closebrothers.com
• +44 (0) 207 426 6205 

Felix started his career as a trainee Private Client Fund Manager at Henderson Crosthwaite, then Carr Sheppards Crosthwaite, after graduating in Arab Studies from Exeter University.

After seven years he moved to Barclays Private Bank, and then to Singer and Friedlander Investment Management in October 2002.

Felix joined Close Brothers in July 2006, and is a Fellow of the Charted Institute for Securities and Investment and holder of its Diploma.

Fiona Smith

Financial Planner

• Edinburgh
• fiona.smith@closebrothers.com
• +44 (0) 131 656 3027

Fiona is a Chartered Financial Planner and joined Close Brothers in 2015 having worked with a small Edinburgh-based firm since the beginning of 2013 in a technical support role. Fiona was one of the first graduates of our in-house Adviser Academy and has been advising clients since 2016, providing a comprehensive financial planning advice service to a wide range of clients from young professionals to retired individuals, helping them to reach their financial goals.

Francis Clarke

Managing Director

• London City
• francis.clarke@closebrothers.com
• +44 (0) 207 426 6201 

Francis Clarke is Managing Director at Close Brothers Asset Management. He has over 25 years of investment experience.

From 2000 to 2006, Francis worked at Singer and Friedlander Investment Management. Before this he worked at Fleming Private Asset Management for 11 years where he was appointed Director in 1994, assuming responsibility for the International Client desk from 1996. Previously he worked for Cazenove and Co., where he spent five years as an analyst in the US department. In 1985 he transferred into fund management, specialising in charities and private clients.

Francis is a graduate in History from Fitzwilliam College, Cambridge. He is a Fellow of the Securities Institute and holder of the Diploma.

Gary Taylor

Private Client Director, Chartered Financial Planner

• Chester
• gary.taylor@closebrothers.com
• +44 (0) 7734 234 971

Gary joined Close Brothers in January 2022 as a Private Client Director in our Chester office, specialising in Financial Planning. Gary has provided advice to high-net-worth individuals and business owners for over 30 years and is passionate about using his experience and expertise so clients can consider their future with confidence. Gary previously worked for Investec and Rathbones who are large wealth managers.

Gary specialises in providing holistic planning in the following areas:

• Tax and Investment Planning
• Estate and Succession Planning
• Retirement Solutions
• Cash Flow Modelling

Gary is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He is married with two daughters and enjoys walks with the family dog and weekends relaxing along the North Wales coastline.

Gavin Imrie

Financial Planner

• Glasgow
• gavin.imrie@closebrothers.com
• +44 (0) 141 343 3500

Over 15 years’ experience providing comprehensive financial planning advice. Gavin's clients range from young professionals to retirees, helping them to reach their financial planning objectives.

George Bugakov

Private Client Adviser

• London Mayfair
• george.bugakov@closebrothers.com
• +44 (0)7938 521 001

George joined Close Brothers Asset Management in 2019 from a boutique IFA background where he advised multi-generational families as well as business owners and corporate executives.

George leads a specialised team delivering Wealth and Financial Planning services to high net worth clients.

George Davies

Investment Manager

• London City
• george.davies@closebrothers.com
• +44 (0) 20 7426 4353

George graduated from the University of Edinburgh in 2015 with a degree in Economics with Finance. After university George joined Close Brothers Asset Management where he has now been for over 6 years. George is an Investment Management Certificate holder and a Chartered Financial Analyst (CFA) charterholder.

Giles Maine

Financial Planner

• Bristol
• giles.maine@closebrothers.com
• +44 (0) 117 917 0725

Over 21 years’ experience providing comprehensive financial planning advice. Giles's clients range from young professionals to clients at or in retirement, helping them to reach their financial planning objectives.

Giles Parkinson

Senior Fund Manager, Global Funds

• London City
• giles.parkinson@closebrothers.com
• +44 (0) 20 8036 8674

Giles joined Close Brothers Asset Management in 2021 as Senior Fund Manager, Global Funds. He previously spent six years at Aviva Investors where he launched the Aviva Investors Global Equity Endurance Fund. He started his investment career in 2006. Giles has an MPhil from Cambridge University, a Certificate in ESG Investing, and is a CFA charterholder.

Glenn Harrington

Investment Director

• London City
• glenn.harrington@closebrothers.com
• +44 (0) 207 426 6209 

Glenn began his career in the city at Singer & Friedlander in 1980 and joined their Investment Management Division in 1988 looking after private clients, trusts, charities and pension funds.

Glenn joined Close Brothers in July 2006 as an Investment Director.

Hayley Warren

Chartered Financial Planner

• Chester
• hayley.warren@closebrothers.com
• +44 (0) 7720 100363

Hayley joined Close Brothers Asset Management in 2022 as a Chartered Financial Planner, from Schroders Personal Wealth. She specialises in providing holistic financial planning advice, which includes investments, retirement planning and restructuring, estate planning solutions including intergenerational wealth planning and protection within a career which has spanned in excess of 30 years. Key to her role is ensuring her clients grow their wealth in the most tax efficient manner, consider the most appropriate investment strategy, proactively making changes as circumstances, market conditions and legislation change. She is an Associate of the Personal Finance Society, given her Chartered qualification.

Helen Aldridge

Head of Operations

• Northwich
• helen.aldridge@closebrothers.com
• +44 (0)1606 810 100

Helen worked for PwC before starting her career in the wealth management industry in 1999. She came to Close Brothers as part of an acquisition in 2003 and is based in our Northwich office. She has been involved in numerous acquisitions, integrations and system migrations over the years whilst holding a variety of managerial roles spanning Operations, Servicing and Finance. She is now the Head of Operations, overseeing teams based in London and Northwich.

Helen is a qualified Chartered Accountant and holds a Geography degree from the University of Birmingham.

Helen Gerrard

Managing Director

• Chester
• helen.gerrard@closebrothers.com
• +44 (0)203 961 8710

Helen joined Close Brothers in July 2020 as a Managing Director and Co-Head, with Nick Jackson, of a new North-West Office. Helen started her career at Rathbones, originally as a Dealer, before moving into Investment Management in 1994.

Helen and the team provide Bespoke investment management services for private clients, trusts, charities and pensions, working either directly with clients or with other professional intermediaries. Helen is a Chartered Fellow of the Chartered Institute for Securities and Investment and a Chartered Wealth Manager. 

Henry Frewer

Senior Analyst

• London City
• henry.frewer@closebrothers.com
• +44 (0) 20 7426 4325

Henry is a Senior Analyst on the Global Funds team. He joined Close Brothers Asset Management in 2015 after graduating with a distinction MSc in Finance and a BSc in Mathematics and Economics from Durham University. Henry is a CFA charterholder and also has the Certificate in ESG Investing.

Hugh Adlington

Managing Director

• London Mayfair
• hugh.adlington@closebrothers.com
• +44 (0) 203 961 8715

Hugh Adlington joined Close Brothers in October 2018 as a Managing Director. Hugh spent 17 years at Rathbones Investment Management heading up a team that managed c£600m of assets for around 200 families. Hugh was also Head of Asset Allocation at Rathbones for a number of years. Prior to Rathbones, Hugh worked at Fleming Private Asset Management, starting his career in 1989 as an equity analyst and began managing portfolios for individuals in 1994. He is a Chartered Fellow of the Chartered Institute for Securities and Investment. Hugh lives in Hampshire with three teenage daughters, occasionally seeking solace on the golf course!

Ian Barton

Financial Planner

• Bristol
• ian.barton@closebrothers.com
• +44 (0) 117 917 0717

Over 28 years’ experience providing comprehensive personal financial planning advice. Ian's clients range from business owners and company directors, to partners of professional firms, trustees and retirees, helping them to reach their financial planning objectives.

Ian Christie

North West | Business Development Director

• Manchester
• ian.t.christie@closebrothers.com
• +44 (0) 789 662 0611 

Ian Christie joined Close Brothers in January 2011 as Business Development Manager for the North, and is based in our Manchester office. Ian is responsible for promoting our Discretionary portfolio management services to IFAs. Ian has extensive experience in financial services beginning his career in 1987 as an IFA. Before joining Close, he was the Client Services Director of an IFA specialising in affluent and HNW clients directly providing regulated investment advice. Prior to this, Ian was North West Investment Sales Manager for Premier Asset Management promoting their Discretionary Management Services, Structured products and Retail Funds.Ian also spent 11 years at Standard Life as an IFA account manager developing and maintaining key relationships and gaining extensive knowledge of the SIPP and Investment markets.

Ian Glassock

Investment Director

• London City
• ian.glassock@closebrothers.com
• +44 (0) 207 426 4127

Ian joined Close Brothers Asset Management in 2003 initially heading up the operations team before moving to the front office as an Investment Manager. He has been managing private client portfolios for 7 years.

Ian is a member of the Chartered Institute for Securities & Investment (CISI) and is a holder of the CISI Diploma.

Ian McKay

Financial Planner

• Chester
• ian.mckay@closebrothers.com
• +44 (0) 160 681 0100

Over 20 years’ experience providing comprehensive financial planning advice. Ian's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives.

Ian Murphy

Financial Planner

• Chester
• ian.murphy@closebrothers.com
• +44 (0) 160 681 0319

Over 8 years’ experience providing financial planning advice. As a Chartered Financial Planner within our Telephone Advice Service, Ian has the ability to speak with a wide range of clients from across the UK, helping them to reach their financial objectives and goals.

Isabel Albarran

Analyst, Macro Research

• London City
• isabel.albarran@closebrothers.com
• +44 (0) 207 426 4083

Isabel is a Macro Research Analyst with 6 years of experience in financial services. She covers global economic data and multi-asset strategy and contributes to the CBAM Tactical Asset Allocation Process.

Isabel joined Close Brothers Asset Management in June 2016. She holds the Investment Management Certificate and has completed all three levels of the CFA programme. Prior to joining the Fidelity International graduate scheme and gaining experience on the sell-side, she read Classics at Cambridge University, graduating in 2010.

Jack Drinkwater

Chartered Financial Planner

• London City
• jack.drinkwater@closebrothers.com
• +44 (0) 203 967 8630

Jack is a Chartered Financial Planner and a Fellow of the Personal Finance Society with over 10 years’ experience working in the financial services industry.

He works with a varied client base, ranging from young professionals to retirees and business owners; providing them with comprehensive financial planning solutions to help them achieve their goals and objectives.

James Ballinger

Managing Director (South East)

• London City
• james.ballinger@closebrothers.com

James joined Close Brothers Asset Management in September 2020, as Practice Director of our London advice team.

James was previously Head of Advisory at Moneyfarm, where he managed the Investment Advisory team and assisted in running the UK commercial operation. Prior to this, James spent nearly thirteen years at Saunderson House as a Chartered Financial Planner and Associate Director. James and his team deliver fully integrated wealth management through relationships between advisers and investment managers, providing high net worth clients with an excellent bespoke service offering.

James is a Fellow of both the Chartered Management Institute and Personal Financial Society.

James Davies

Investment Manager

• Bristol
• james.davies@closebrothers.com
• +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.

James Fraser-Sampson

Investment Manager

• London City
• james.fraser-sampson@closebrothers.com
• +44 (0) 207 426 4011

James joined Close Brothers Asset Management at the start of 2022. He previously held a similar role at Investec Wealth & Investment for nine years. James, along with his team colleagues, provides bespoke, multi-asset class investment portfolios to help clients meet their long-term financial goals.

James is a history graduate of the University of Reading, a Chartered Wealth Manager, a lover of history books, football and Formula One.

James Kidston

Chartered Financial Planner

• Chester
• james.kidston@closebrothers.com
• +44 (0) 1606 810 248

Over 17 years experience of providing comprehensive financial planning for all client needs from mass affluent to Ultra High Net Worth. James has worked with private and business clients ensuring clients have trust and peace of mind.

James has previously worked at Barclays Wealth in Mayfair and Canary Wharf and National Australia Bank.

James is a Chartered Financial Planner, Chartered Fellow of the Chartered Institute for Securities & Investment, a Fellow of the Personal Finance Society, has Equity Release and Mortgage certification, the IMC and PCIAM investment management qualifications and a BSc (Hons) from University of Liverpool.

James Nield

Managing Director

• London City
• james.nield@closebrothers.com
• +44 (0)20 7426 4005

James joined Close Brothers Asset Management in 2022 as a Managing Director and is based in Chichester.

He specialises in managing portfolios on behalf of private clients, charities and trusts.

Prior to Close Brothers, for over 20 years James managed investment portfolios at Cazenove Fund Management, Oriel Securities, Royal Bank of Canada, Thesis Asset Management and most recently Sanlam Private Wealth.

James is a Chartered Wealth Manager and Chartered Fellow of the Chartered Institute for Securities and Investment; he is an Associate of the UK Society of Investment Professionals as well as an Affiliate Member of the Society of Trust and Estate Practitioners.

James Norris

Financial Planner

• Gatwick
• james.norris@closebrothers.com
• +44 (0) 1293 602 745

James has worked in financial services for over 7 years, most recently providing comprehensive financial planning advice. James’ clients range from young professionals to retirees and business owners, helping them to meet their financial planning objectives.

James Tulloch

Investment Specialist

• London City
• james.tulloch@closebrothers.com
• +44 (0) 20 7426 4360

James joined Close Brothers Asset Management as an Investment Specialist in April 2019, providing regulated investment advice across our investment propositions. Previously, James spent 12 years working within the private client investment team at HSBC Global Asset Management, overseeing multi-asset investment portfolios for private individuals, their pensions and trusts.

James is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds a degree in History from Oxford Brookes University.

Jim Mann

Investment Director

• Guernsey
• jim.mann@closebrothers.com
• +44 (0) 207 377 8600

Jim joined Close Brothers in September 2021 to manage a range of global portfolios for offshore institutional and private clients and is based in Guernsey.

Jim trained as an equity analyst and worked for Merrill Lynch in London and Boston, USA. He has had extensive experience of running institutional global equity portfolios since 2004. Jim has also worked within a UHNW Family Office, and most recently at BNP Paribas Investment Management.

Jim graduated from the University of Exeter with a BSc (Hons) in Mathematical Statistics and Operational Research.

Joe Boxall

Investment Manager

• Chichester
• joe.boxall@closebrothers.com
• +44 (0)20 7426 4016

Joe Boxall joined Close Brothers Asset Management in 2022 and is based in Chichester. Prior to joining Close Brothers, Joe worked at Sanlam having joined THESIS in 2014. Joe specialises in providing Bespoke Portfolio Management services for a wide range of clients including private clients, trusts and pensions.

Joe graduated from the University of Southampton in 2013 with a degree in Mathematics. Joe is also a CFA Charterholder and a Chartered Member of the Chartered Institute of Securities and Investments.

John Hair

Investment Director

• London City
• john.hair@closebrothers.com
• 07864 687054

John Hair graduated from the University of Witwatersrand with a Bachelor of Commerce Degree in Business Studies. In 1994 he joined the private client department of Henderson’s where he worked as an assistant to the CIO, David Collingwood. In 2002 Newton acquired Henderson’s private client department. At Newton, John managed private client portfolios, ran the income and growth model, covered the commercial property sector and later became Head of Investments for Private Clients. In 2013 Newton’s private client department was sold to Standard Life. Following the merger with Aberdeen Asset Management the private client department became Standard Aberdeen Capital (SAC).

John is CIO of the private client business and runs a global thematic process. He has 11-12 IMs with specific research responsibilities reporting into him. He also runs a personal book of £250m across 50-60 relationships and circa 100 accounts.

In summary, John has a deep investment background and very strong relationships within his client base given his length of tenure on clients and being the key driver of their investment performance.

John Marshall

Managing Director

• London City
• john.marshall@closebrothers.com
• +44 (0) 207 426 6239 

John Marshall is a Managing Director and has been managing money on behalf of Close Brothers Asset Management clients and its predecessor organisations since 1997. His responsibilities include relative return and target return multi-asset mandates, both in the UK and offshore.

John joined Finsbury Asset Management in 1997, transferring within the Rea Brothers Group to the Investment Management Division the following year. After completing his post-graduate studies and prior to working in investment management, he worked in the computer research and development industry.

A graduate of Trinity College, Cambridge, John is an Associate of the Society of Investment Professionals (ASIP) and a certified holder of the European Federation of Financial Analysts' Societies (EFFAS) Diploma.

Jon Cook

Chartered Financial Planner

• London City
• jon.cook@closebrothers.com
• +44 (0) 207 426 4107

As a Chartered Financial Planner, Jon is highly qualified and well versed in all aspects of financial planning with particular expertise in Investment, Retirement, Protection and Legacy Planning.

Jon has often been involved in presenting and supporting Financial Wellbeing seminars and believes a good financial education is important in developing successful personal financial plans.

Jon is passionate about truly understanding his client’s financial goals and needs in order to put in place appropriate plans to help grow, preserve and protect their wealth. He believes the key to this is building long term relationships and to provide an ongoing service.

Jonathan Neale

Private Client Director

• jonathan.neale@closebrothers.com
• +44 (0) 771 581 1645

Jonathan is a Chartered Financial Planner, has a degree in Financial Services from Manchester University and has been providing tailored financial planning solutions for over 20 years.

Jonathan has over 35 years’ experience in the Financial Services industry having started his career at Midland Bank (HSBC) and then Grant Thornton, prior to joining Close Brothers Asset Management in 2017. His focus has been to develop and grow the Midlands office which he helped establish.

Jonathan specialises in strategic planning for entrepreneurs’, private clients and trustees and is passionate about providing a structured plan to help them to achieve their financial goals and aspirations.

Joss Bucknall

Business Development Manager

• London City
• joss.bucknall@closebrothers.com
• +44 (0) 7563 382518

Joss joined Close Brothers Asset Management in April 2022 as a Business Development Manager. Joss previously worked for Weatherbys Private Bank, and prior to that he served 8 years as an officer in the British Army.

Joss is responsible for the strategy and implementation of business development for the Bespoke service, working closely with a range of professional intermediaries.

Katherine Wildey

Investment Analyst

• London City
• katherine.wildey@closebrothers.com
• +44 (0) 20 7426 4046

Katherine is an Investment Analyst on the Global Funds team having joined Close Brothers in 2019. Katherine graduated from the University of Bath with a first-class BSc in Politics and Economics and is a candidate for the CFA Level 2 exams.

Keith Burns

Financial Planner

• Edinburgh
• keith.burns@closebrothers.com
• +44 (0) 131 656 3014

Over 25 years’ experience providing comprehensive financial planning advice. Keith's clients range from young professionals to retirees, helping them to reach their financial planning objectives. 

Kurt Davidson

London and South East | Business Development Director

• London City
• kurt.davidson@closebrothers.com
• +44 (0) 7917 008680

Kurt joined Close Brothers in March 2018 as Business Development Director for London and the South East and has over 35 years’ experience in Financial Services.

He left Standard Life after nearly 20 years of service in 2008, the latter stage of his career as part of the Sales Investment Team. He then started his own distribution business where, amongst other projects, he helped set up and distribute a hedge fund, raised capital all over the UK and Ireland for various investment houses and family offices, including the Guinness family. Kurt also dealt directly with clients and advised on tax and Estate Planning with an advisory firm in the South East and worked with introducers on projects in Dubai and Italy as well as the UK.

He has maintained key relationships in London and the South East with extensive experience of the sales process at both face to face and business to business.

Leanne Hallworth is an Investment Director at Close Brothers Asset Management. She joined the Manchester team at the beginning of 2000.

Leanne completed a Business in Europe degree in 1999 before completing the Chartered Institute for Securities and Investment (CISI) Diploma.

Leanne is responsible for managing a range of bespoke investment portfolios on behalf of private clients, trusts, company pension schemes and SIPPs.

Lorraine Grace

Head of Responsible Investment

• London City
• lorraine.grace@closebrothers.com
• +44 (0) 207 426 4336

Lorraine is the Head of Responsible Investment at Close Brothers Asset Management. She leads the firm's responsible investment functions including ESG integration, stewardship and engagement, and sustainable and impact investment methodology.

Lorraine joined Close Brothers in 2014 as an Equity Analyst and covered the consumer discretionary and mining sectors. She is the Founder of the My World Project charity, which has connected and taught peaceful conflict resolution techniques and photography skills to children in the Middle East, Cambodia, Costa Rica, Switzerland, and the USA. She is the UK Ambassador to NEXUS, a global organisation focused on bridging the worlds of wealth and social impact.

Lorraine is a CFA Charterholder. 

Lucy Katzarova

Investment Director

• London Mayfair
• lucy.katzarova@closebrothers.com
• +44 (0) 203 961 8723

Lucy joined Close Brothers as an Investment Manager in 2019 to support the proposition for charities and private clients. Prior to this, Lucy worked as an assistant director at Brewin Dolphin, and spent three years at UBS Wealth Management.

Lucy has a Diploma in Wealth Management from the Chartered Institute for Securities & Investment. 

Lynne Foulds

Financial Planner

• Glasgow
• lynne.foulds@closebrothers.com
• +44 (0) 141 343 3500

Lynne has over 9 years’ experience providing comprehensive financial planning advice.
Lynne's clients range from professional private clients to high net worth individuals, helping them to reach their financial planning objectives.

An experienced Financial Planner providing comprehensive financial planning advice. Mark's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives.

Mark Langhorn

Mortgage Adviser

• Gatwick
• mark.langhorn@closebrothers.com
• +44 (0) 129 360 2802

Over 12 years’ experience providing mortgage and protection advice. As a mortgage and protection adviser within our Telephone Advice Service, Mark has the ability to speak with a wide range of clients in regards to helping them with their mortgage and protection needs.

Mark Lewis

Investment Director

• London City
• mark.lewis@closebrothers.com
• +44 (0) 207 426 6237

Mark graduated from Reading University, with a BA Hons in Economics & Politics.

Having previously worked at JP Morgan, Mark joined Rea Brothers (later bought by Close Brothers) in October 1999 and is responsible for running a range of mandates, including private clients, trusts, pensions and corporate portfolios.

Mark is a Chartered Fellow of the Chartered Institute for Securities and Investment and holds a Diploma from the Securities Institute.

Mark Slack

Financial Planner

• Chester
• mark.slack@closebrothers.com
• +44 (0) 160 681 0100

An experienced holistic financial planner covering Yorkshire. Over 20 years' experience providing comprehensive financial planning advice. Mark's clients range from business owners to individuals and families, helping them to reach their financial planning objectives.

Martin Benedicto

Financial Planner

• Gatwick
• martin.benedicto@closebrothers.com
• +44 (0) 129 360 2812

Over 12 years’ experience providing comprehensive financial planning advice. Martin's clients range from young professionals to retirees, helping them to reach their financial planning objectives.

Martin Donnelly

Chartered Financial Planner

• Edinburgh
• martin.donnelly@closebrothers.com
• +44 (0) 759 063 1835

A Chartered Financial Planner and fellow of the personal finance society, providing comprehensive financial planning advice. Martin's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives.

Matthew Brooke

Financial Planner

• Chester
• matthew.brooke@closebrothers.com
• +44 (0) 160 681 0178

Over 15 years' experience within financial services. Matthew assists clients from young professionals to retirees in reaching their financial planning objectives.

Matthew Heappey

South West and M4 Corridor | Business Development Director

• London City
• matthew.heappey@closebrothers.com
• +44 (0) 759 505 6322

Matthew joined Close Brothers in September 2016 as Business Development Director. He manages some of our key relationships in the South West and Thames Valley and promotes the full range of the Close Investment Proposition.

Prior to joining Close Brothers Asset Management, Matthew was a Retirement Specialist for AXA Life Invest focussing on the Decumulation stage of an adviser's advice proposition. Matthew joined AXA Life Invest from Standard Life where he held a variety of roles.

Matthew has a degree in Politics from the University of Newcastle and holds the Diploma in Regulated Financial Planning.

Matthew Stanesby

Managing Director

• London City
• matthew.stanesby@closebrothers.com
• +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.

Michael Barr

Investment Director

• Edinburgh
• michael.barr@closebrothers.com
• +44 (0) 131 656 3023

Michael joined Close Brothers in 2020 from Brooks Macdonald, where he spent six years as an Investment Manager and Investment Director. Prior to this he worked in the Channel Islands for four years at Ernst & Young. While at Brooks Macdonald, Michael looked after both private client and charity funds as well as holding the position of Deputy Manager of Brooks Macdonald's AIM Portfolio Service. Michael was responsible for specialist research in UK stocks and AIM BPR qualifying shares.

Michael holds the Chartered Wealth Manager Qualification from the Chartered Institute for Securities and Investment, the Certificate in ESG Investing, and is also a Chartered Accountant.

Milan Patel

Financial Planner

• Gatwick
• milan.patel@closebrothers.com
• +44 (0) 1293 602 749

Milan has over 25 years’ Financial Services experience in Wealth Management and Financial Planning. Part of our Telephone Advice Service, Milan’s clients are based throughout the UK and he helps them to reach their financial goals and aspirations. Milan is a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Wealth Manager, and has a MBA in general management.

Nathanael Pinder

Commercial Strategy Director

• London Mayfair
• nathanael.pinder@closebrothers.com
• +44 (0) 7808 180 593

Nathanael joined Close Brothers in 2015 having relocated back to the UK from Australia. With his 13+ years' industry experience, he now leads the commercial strategy within the Investments and HNW division. Nathanael is passionate about driving Close Brothers Asset Management towards a market leading position within bespoke investment management, while fostering a collegial working environment focused on positive outcomes for our clients.

You’ll often hear Nathanael taking about his love of cooking, coffee and triathlon. And when not training for the next event, he enjoys chasing his beagle around South West London.

As a financial planner within our Telephone Advice Service, Naveed has the ability to speak with a wide range of clients from across the UK, helping them to reach their financial objectives and goals.

Neil Jones

Financial Planner

• Gatwick
• neil.jones@closebrothers.com
• +44 (0) 129 360 2751

Over 15 years’ experience providing comprehensive financial planning advice. Neil's clients range from young professionals to retirees, helping them to reach their financial planning objectives.

Neill Millard

Financial Planner

• Gatwick
• neill.millard@closebrothers.com
• +44 (0) 129 360 2752

Over 27 years’ experience providing comprehensive financial planning advice. Neill's clients range from Barristers and Judges to city professionals, helping them to reach their financial planning objectives.

Nick Jackson

Managing Director

• Chester
• nick.jackson@closebrothers.com
• +44 (0)203 961 8710

Nick joined Close Brothers in July 2020 as a Managing Director and Co-Head, with Helen Gerrard, of a new North-West Office. Nick started his career in 1993 working in the City for James Capel before leaving to join Rathbones in 2002.

Nick and the team provide Bespoke investment management services for private clients, trusts, charities and pensions, working either directly with clients or with other professional intermediaries. He is married with two sons and, when not scouring the markets for investment opportunities, enjoys the great outdoors of North Wales and the Alps.

Nick Parker

Private Client Director

• London City
• nick.parker@closebrothers.com
• +44 (0) 207 426 4323

Nick has been with Close Brothers Asset Management since 2009 having previously served 10 years as an officer in the British Army.

Nick specialises in and is passionate about helping clients to put their finances into context, plan their future and meet their financial goals. Key to his role is ensuring that clients build up their wealth in the most tax-efficient way and adopt the most appropriate investment strategy. Nick’s focus has always been on the client-facing side of the role; he particularly enjoys helping his clients to navigate through periods of financial instability or life changes, guiding them through some difficult decisions and giving them peace of mind.

Nick lives in Wiltshire with his wife, two young boys and a pack of Labradors.

Nikesh Desai

Financial Planner

• London City
• nikesh.desai@closebrothers.com
• +44 (0) 207 426 4348

Over 10 years’ experience providing comprehensive financial planning advice. Nikesh's clients range from young professionals to
high net-worth individuals and business owners helping them to reach their financial planning objectives.

Noel Patterson

Financial Planner

• Bristol
• noel.patterson@closebrothers.com
• +44 (0) 117 917 0712

Over 6 years’ experience providing comprehensive financial planning advice. Noel's clients range from young professionals to the elderly, helping them to reach their financial planning objectives.

Oliver Harvey

Managing Director

• London Mayfair
• oliver.harvey@closebrothers.com
• +44 (0) 203 961 8712

Oliver Harvey joined Close Brothers in 2018 as a Managing Director. Oliver has 19 years of experience managing investments, previously as an investment director at Rathbones and prior to that at Fleming Private Asset Management where he started his career. A specialist in discretionary private client fund management, he is also a Chartered Fellow of the Chartered Institute for Securities and Investment.

Oliver also holds a Masters (with honours) degree from Edinburgh University.

Pamela Scott

Financial Planner

• Glasgow
• pamela.scott@closebrothers.com
• +44 (0)141 343 3500

Pamela joined Close Brothers in 2015 having worked with a small Edinburgh based financial planning firm. Pamela has experience across our administration and technical teams, and has been advising clients since 2021, providing a comprehensive financial planning advice service to a wide range of clients from young professionals to retired individuals, helping them to reach their financial goals.

Paul Borrows

Financial Planner

• Chester
• paul.borrows@closebrothers.com
• +44 (0) 771 213 4755

Over 22 years’ experience providing comprehensive financial planning advice. Paul's clients range from mid career age to post retirement age, helping them to reach their financial planning objectives.

Paul Clements heads the Manchester-based bespoke team, providing a full range of asset management services primarily in the North West and Yorkshire.

Paul began his career at Barclays Bank Trust Company Limited in 1982 before moving to Henry Cooke Lumsden in Manchester in 1987. He then held senior asset management posts in DJT Group an actuarial practise specialising in self-administered pensions and Rea Brothers prior to its acquisition by Close Brothers, and has headed up the North West office since 1999.

Paul is a Chartered Fellow of the Securities Institute and a holder of its Diploma. He is also an Affiliate member of the Society of Trust & Estate Practitioners (STEP) and holds various Chartered Insurance Institute examinations with the emphasis on pensions.

Paul Denman

Private Client Director

• London City
• paul.denman@closebrothers.com
• +44 (0) 7593 131 689

Paul joined Close Brothers from Arbuthnot Latham after a 14 year tenure, latterly as a director in the Private Banking business. Over those years, Paul ran three of the private banking teams, establishing both the Media, Sport and Entertainment and Family Office teams. Aside from looking after some of Arbuthnot Latham’s largest clients, Paul also headed up the Bank’s motorsport activities. Prior to Arbuthnot Latham, Paul spent nearly eight years as a private banker in the London office of SG Hambros. Paul has over thirty four years of experience in the industry, having started his career at Coutts & Co back in 1985.

Paul Evans

Investment Director

• London City
• paul.evans@closebrothers.com
• +44 (0) 207 426 6274 

Paul joined Close Brothers Asset Management in June 2009 from Singer & Friedlander where he had worked for the previous 25 years, latterly heading Investment Management Operations at Singer & Friedlander, covering all aspects of Private Client Fund Administration in his career there. During his long career with Singer & Friedlander Paul worked closely with all members of the team.

Paul Morley

Investment Director

• Chichester
• paul.morley@closebrothers.com
• +44 (0) 7752 785836

Paul joined Close Brothers Asset Management in July 2022 as an Investment Director in the Chichester office. He specialises in managing portfolios for private clients, families, charities, trusts and Court of Protection mandates across different tax wrappers such as pensions, bonds and ISAs.

Paul graduated in 2003 from the University of East Anglia and started his career in financial services with the Bank of Ireland in Dublin. He subsequently joined Thesis Asset Management in his home town of Brighton in 2007 where he worked as an Investment Manager until 2019. Thesis was acquired by Sanlam Private Wealth and Paul continued his career as a Senior Portfolio Manager before joining Close Brothers.

Paul holds a Masters in Wealth Management and is a Chartered Wealth Manager and Chartered Fellow of the Institute for Securities and Investments.

Paul Roe is a Managing Director of Close Brothers Asset Management and is based in the Manchester office.

He is responsible for managing a range of private client assets, trusts, charities, pension schemes and SIPPs on a discretionary basis. His career in private client services includes extensive experience in private client fund management working for Henry Cooke Lumsden from 1985.

He was recruited to specialise in pension fund management with actuarial practice DJT Group in 1991 and with this function moved to Rea Brothers in 1998 and Close Brothers in 1999. Paul is a Chartered Fellow of the Securities Institute and a holder of its Diploma.

Paul Spann

Investment Director

• Manchester
• paul.spann@closebrothers.com
• +44 (0) 1612 389 862

Paul joined the Manchester office as an Investment Director in 2021, supporting our HNW client base across the region.

Paul has almost 15 years’ experience in holistic wealth management, including six years at Brown Shipley & Co. and further years at Coutts and HSBC. He holds a Bachelor of Science (Honours) and is an Associate of the Chartered Institute for Securities & Investment, with the Investment Advice Diploma and a Certificate in Mortgage Advice & Practice. Paul has a wealth of experience working with ultra-high net worth investors, entrepreneurs, and family business owners.

Prior to joining CBAM Paul spent over 4yrs as a Director at Brown Shipley & Co. giving advice to HNW and UHNW private clients and entrepreneurs. With over 20 years' experience in the industry Paul has worked at Private banks including Coutts & Co. and accountancy firms such as Mazars, where he gained vast experience giving advice to entrepreneurs in the OMB sector.

Paul is dual qualified and able to advise on both investments and financial planning. He is a Fellow in Wealth Management with the Chartered Institute for Securities and Investments and also a Chartered Financial Planner with the Chartered Insurance Institute where he specialised in Tax, Pensions and Trusts.

Paul's dual qualification and accountancy experience has enabled him to advise both professionals, particularly in the legal sector, and OMB clients on their affairs right through the business cycle. He specialises in tax efficiency and cash extraction from inception, through accumulation and to partial or full exit and beyond into retirement, with ultimately estate planning for the next generation.

Over 17 years’ experience providing comprehensive financial planning advice to a variety of clients such as Entrepreneurs, Family Business owners and retirees. Peter has in-depth knowledge and expertise with regards to inheritance tax, investment and pension planning matters and likes to work in an open, collaborative manner to help clients reach their financial planning objectives.

Peter Kelsey

Chartered Financial Planner

• London City
• peter.kelsey@closebrothers.com
• +44 (0) 207 426 4755

Peter is a Chartered Financial Planner with over 25 years experience.

Peter has a varied client base to whom he provides goal-based financial planning, with the main focus on investment advice and retirement planning.

Phil Mountford

Investment Manager

• Birmingham
• phil.mountford@closebrothers.com
• +44 (0)20 7426 4032

Phil joined Close Brothers Asset Management in 2022 as an Investment Manager covering clients based in the Birmingham area.

He manages portfolios on behalf of private clients, charities, trusts and corporates. In addition he works closely with Financial Advisers and their clients to create bespoke portfolios tailored to their individual needs and requirements. Prior to CBAM, for over 10 years, Phil managed investment portfolios at Investec (previously Williams de Broëa). Phil is a Chartered Wealth Manager and Chartered Fellow of the Chartered Institute for Securities and Investment.

Philip Young

Managing Director

• London Mayfair
• philip.young@closebrothers.com
• +44 (0) 203 961 8725

Philip joined Close Brothers in 2019 as Managing Director. Prior to this, Philip worked as charity investment director at Brewin Dolphin from 2011. Earlier in his career, he managed investments at UBS, HSBC and Deutsche Asset Management.

Philip is a specialist in managing charity mandates with more than thirty years of experience in managing portfolios for both charities and private clients, and is a Fellow of the Chartered Institute for Securities & Investment.

Richard Hallum

Financial Planner

• richard.hallum@closebrothers.com
• +44 (0) 167 693 8940

Richard works with clients to identify and prioritise their long term goals and objectives, working with them to create and implement a financial plan to achieve these in a Tax efficient manner. Supporting clients by regularly reviewing their plans with them and adapting them to reflect changes in their objectives over time.

He has significant experience in working with private individuals, including advising business owners both pre and post business sale to ensure their wealth is preserved for the benefit of them and their families.

Richard is able to work with clients’ other professional advisers to provide a holistic approach to managing clients wealth planning.

Richard Hollowood

Managing Director

• Guernsey
• richard.hollowood@closebrothers.com
• +44 (0) 207 426 6207

Richard Hollowood is a Managing Director based in Guernsey, having joined the organisation in 2006.

Prior to joining Close Brothers Asset Management, Richard was a Private Client Investment Manager at Singer and Friedlander for three years and gained over six years of institutional investment experience managing US and Global equities with Mercury Asset Management and AXA Investment Managers.

Richard Stroud

Investment Manager

• London City
• richard.stroud@closebrothers.com
• +44 (0) 20 7426 4088

Richard is Assistant Fund Manager on the Global Funds range. He joined Close Brothers Asset Management in 2015 after graduating from the University of Warwick with a first-class BSc in Economics. Richard is a CFA charterholder and also has the Certificate in ESG Investing.

Rob Manning

Investment Director

• London City
• robert.manning@closebrothers.com
• +44 (0) 207 426 6204 

Rob studied economics at Cambridge University before joining Price Waterhouse and qualifying as a Chartered Accountant.

He has since worked at Singer and Friedlander Investment Management for eight years, becoming an Investment Director responsible for private client, pension and charity funds.

He joined Close Brothers in 2006 and is an Associate of the Society of Investment Professionals (ASIP).

Robert Clough

Investment Director

• Chichester
• robert.clough@closebrothers.com
• +44 (0) 1243 211 642

Robert joined Close Brothers in 2022 as an Investment Director and is based in Chichester.  He specialises in managing portfolios for private clients, charities, trusts and Court of Protection mandates. Prior to joining Close Brothers, Robert read Biochemistry at Edinburgh University before starting a 20 year career managing investment portfolios at HSBC, Canaccord Genuity, THESIS and most recently at Sanlam.

Robert has sat on equity and asset allocation committees and is very knowledgeable and passionate on closed end funds and holding companies.  He is a CFA Charterholder as well as a Chartered Fellow of the Chartered Institute of Securities and Investments.

Robert Crawshaw

Managing Director

• London Mayfair
• rob.crawshaw@closebrothers.com
• +44 (0)203 995 5920

Robert joined Close Brothers in 2021 as a Managing Director in the London Mayfair office. Robert has 17 years’ experience of managing investments on behalf of private clients, trusts, pension funds and charities.

Robert started his career at Brewin Dolphin before moving to Rathbone Investment Management where he was an Investment Director. He is a Chartered Fellow of the Chartered Institute for Securities and Investment and holds a BA (Hons) degree in Economics from Exeter University.

Robert lives in Hampshire with his wife and three children.

Robert Simmons

National Account Manager

• London City
• robert.simmons@closebrothers.com
• +44 (0) 7510 586173

Robert Simmons joined Close Brothers Asset Management in April 2019, as a National Account Manager and has over 20 years’ experience in Financial Services. Prior to joining us Robert worked for Aegon UK, where most recently he was responsible for the relationships with National Adviser Firms, Networks and Service providers.   

He holds the IMC and is a member of the Personal Finance Society, holding the Diploma qualification.

Ronak Paw

Financial Planner

• London City
• ronak.paw@closebrothers.com
• +44 (0) 207 426 4081

Over 15 years’ experience providing comprehensive financial planning advice. Ronak’s clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives.

Roohi Siddiqui

Head of Equity Research

• London City
• roohi.siddiqui@closebrothers.com
• +44 (0) 207 426 4110

Roohi started her career at Lehman Brothers in 1999 following Masters degrees obtained in International Management from King's College London and in Theoretical Physics from Imperial College of Science, Technology & Medicine, London.

Roohi’s career has spanned 24 years in finance and equity research, across a number of institutions including Lehman Brothers, Schroder Investment Management and Bank of America Merrill Lynch. Prior to joining CBAM, Roohi had amassed significant equity expertise encompassing the Consumer and Basic Materials sectors.

She joined Close Brothers Asset Management in April 2014 as a Senior Equity Analyst covering the Global Consumer sector in the Research Team and was promoted to Head of Equity Research in 2021.

Roohi is a CFA Charterholder.

Rory Horner

Chartered Financial Planner

• London City
• rory.horner@closebrothers.com
• +44 (0) 20 7426 4762

Rory is a Chartered Financial Planner and a Fellow of the Personal Finance Society with over 10 years’ experience working in the financial services industry.

Rory's clients range from young professionals to business owners and individuals in retirement, helping them to reach their financial planning goals.

Rory Miscampbell

Assistant Investment Manager

• London Mayfair
• rory.miscampbell@closebrothers.com
• +44 (0) 203 9618 714

Rory joined the Risk & Performance team in 2017, before transitioning into HNW Investment Management as an Assistant Investment Manager.

Prior to this, Rory studied Mathematics at the University of Bath during which he spent a year on placement working in the Derivatives Brokerage division at ICAP, specialising in USD Interest Rate Swaps. Thereafter, Rory spent time fundraising for several charities in Australia before joining Inogesis, where he was selected to head innovation consulting projects on behalf of GlaxoSmithKline and Unilever.

Rory has obtained his Investment Management Certificate (IMC) and is a Level III CFA Candidate.

Ross Brown

Financial Planner

• Gatwick
• ross.brown@closebrothers.com
• +44 (0) 129 360 2741

Over 17 years’ experience providing comprehensive financial planning advice. Ross' clients range from young professionals to retirees, helping them to reach their financial planning objectives.

Ross Munro

Chartered Financial Planner

• Glasgow
• ross.munro@closebrothers.com
• +44 (0) 141 343 3500

Ross joined Close Brothers in 2019 after a career working with the Lloyds group, Prudential and Aviva.

With over 20 years in financial services, his background ranges from banking through to advising high net worth individuals and the commercial sector, helping clients to reach their financial planning objectives.

Sally-Ann Gallier

Investment Director

• Birmingham
• sally-ann.gallier@closebrothers.com
• +44 (0)20 7426 4017

Sally-Ann Gallier joined Close Brothers Asset Management in 2022 as an Investment Director in the bespoke investment management team covering clients based in the Birmingham area.

Having started her investment career with Albert E Sharp in 1997, subsequently Gerrard before being acquired by Barclays Wealth, Sally-Ann joined Rathbones in 2008.
Sally-Ann has over 20 years of experience managing investment portfolios on behalf of private clients, trusts, charities and pensions working either directly with clients or with professional intermediaries.

Sally-Ann is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Sam Barton

Managing Director

• London City
• sam.barton@closebrothers.com
• +44 (0) 207 426 6261

Sam joined Close Brothers Asset Management in 2008 having began his career at Unicorn Asset Management. He has over 18 years’ experience in managing UK smaller companies funds and manages the Close Inheritance Tax Service.

Sam is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). He also holds the Investment Management Certificate and the CISI Diploma.

Sam Glover

Financial Planner

• Gatwick
• sam.glover@closebrothers.com
• +44 (0) 1293 602 804

Sam has over 6 years' experience in the financial services industry, specialising in financial protection and wealth management, Sam dedicates his time to providing holistic financial advice to both private and corporate clients, and being part of our Telephone Advice Servicer has given him the ability to speak with clients from all over the UK.

Sam Grant-Dalton

Investment Manager

• London City
• sam.grant-dalton@closebrothers.com
• +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.

Sam Taylor

Investment Manager

• London Mayfair
• sam.taylor@closebrothers.com
• +44 (0) 203 961 8719

Sam joined Close Brothers in the Spring of 2019, having previously spent five years at Smith & Williamson where he assisted in the management of a large book of private client assets. He was also an equity analyst, covering a range of stocks and funds. Sam is a member of the Chartered Institute for Securities and Investment, as well as a holder of the Chartered Financial Analyst designation.

Sarah Corney

Chartered Financial Planner

• Gatwick
• sarah.corney@closebrothers.com
• +44 (0) 129 360 2764

Over 14 years’ experience providing comprehensive financial planning advice. Sarah's clients range from young professionals to retired individuals, helping them to reach their financial planning objectives.

Sarah Johannesen

Financial Planner

• Chester
• sarah.johannesen@closebrothers.com
• +44 (0) 771 065 0933

Over 20 years’ experience providing comprehensive financial planning advice. Sarah's clients range from young professionals to retirees, helping them to reach their financial planning objectives.

Sean Heggarty

Financial Planner

• Chester
• sean.heggarty@closebrothers.com
• +44 (0)1244 263 866

As a financial planner within our Telephone Advice Service, Sean has the ability to speak with a wide range of clients from across the UK, helping them to reach their financial objectives and goals.

Sebastian Ladimeji

London and South East | Business Development Director

• London City
• sebastian.ladimeji@closebrothers.com
• +44 (0) 207 426 4179 

Sebastian has more than 17 years’ asset management experience supporting professional intermediaries. He has held key positions at Schroders, and SG Asset Management. Sebastian previously worked at Quartet Capital Partners where he managed the distribution of the firm’s bespoke discretionary investment service in the UK.

Sebastian Moore

Assistant Investment Manager

• London City
• sebastian.moore@closebrothers.com
• +44 (0) 207 426 6241 

Sebastian graduated from Manchester University in 2011 with a degree in Economics and Politics.

He supports our Investment Directors, by assisting with both onshore and offshore multi asset class portfolios. He is an associate of the Chartered Institute of Securities and Investments (CISI) and is studying for further personal qualifications.

Seton Craven

Managing Director

• London City
• seton.craven@closebrothers.com
• +44 (0) 20 7426 6238

Seton began his career in the City at Sheppards & Chase in 1983. He subsequently joined Robert Fleming in 1990 and HSBC Investment Management in 2000. As a Senior Director at HSBC, Seton managed a Team of Fund Managers. Having joined Psigma Investment Management as a Senior Investment Director in 2006, Seton moved to Close Brothers Asset Management as a Managing Director in 2014.

He manages a mixture of private clients and pension portfolios.

Simon Heathcoat Amory

Investment Director

• London Mayfair
• simon.heathcoatamory@closebrothers.com
• +44 (0)20 7426 4014

Simon joined Close Brothers Asset Management in June 2022 as an Investment Director in the Mayfair office.

Prior to joining Close Brothers Simon spent over 16 years at Rathbone Investment Management where he started his career, leaving as an Investment Director. There he managed discretionary portfolios for private clients, trusts and pension funds. Simon was responsible for research in listed Asian and emerging market funds while he was there, and is a Chartered Fellow of the Chartered Institute of Securities and Investments.

Simon Lloyd

South West and South Wales | Business Development Director

• Bristol
• simon.lloyd@closebrothers.com
• +44 (0) 7522 597 382

Simon joined Close Brothers Asset Management in June 2019, providing IFA support through the South West and South Wales regions. Simon has over 25 years’ experience within financial services. Prior to joining Close Brothers Asset Management, he held positions at Barclays Bank, SIP Nordic, Meteor Asset Management and Charles Stanley. He is a member of the Personal Finance Society and holds the Diploma in Financial Planning qualification. 

Simon Long

Investment Director

• Birmingham
• Birmingham@closebrothers.com

Simon Long joined Close Brothers Asset Management in January 2023 as an Investment Director in the Birmingham office. Simon joined from Investec Wealth & Investment where he predominantly managed investments for advisers and private clients within a variety of wrappers, including SIPP and SSAS pension funds, investment companies and OEICs.

Simon has worked in the investment management industry for approximately 20 years, starting at Brewin Dolphin in 2003, following his graduation from the University of Nottingham. Simon moved to Investec from Williams de Broe following the acquisition of Evolution Group’s private client business in 2011. He is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities and Investment.

Simon lives in Solihull and is married with two young children. He is a keen golfer and also enjoys watching cricket and football.

Stef Goodwin

Financial Planner

• stef.goodwin@closebrothers.com
• +44 (0) 7984 349 344

Stef has over 17 years’ experience in financial services and is an experienced financial planner. She enjoys helping clients identify what is truly important to them and creating bespoke solutions to support them in achieving their goals. She feels this understanding is fundamental to having long lasting relationships with her clients. Stef’s clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives.

Stephen Fairclough

Financial Planner

• London City
• stephen.fairclough@closebrothers.com
• +44 (0) 207 426 4758

An experienced Financial Planner providing comprehensive financial planning advice. Stephen's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives.

Stephen Hayde

Investment Director

• London City
• stephen.hayde@closebrothers.com
• +44 (0) 207 426 4158

After working as an analyst for two years, Stephen moved to Close Brothers Asset Management in 2002 where he developed the in-house Equity and Bond Quantitative Models. He is now an Investment Director managing the Close Brothers Diversified Income Portfolio Fund.

Stephen graduated from Loughborough University with a First Class Honours Degree in Banking and Finance and is a CFA charterholder.

Stephen Wightman

Chartered Financial Planner

• Glasgow
• stephen.wightman@closebrothers.com
• +44 (0) 141 343 3500

Stephen joined Close Brothers in 2011 as part of the acquisition of Scott-Moncrieff who he had joined in 2010. Prior to that he worked in the Clydesdale Bank and obtained an honours degree in Finance, Investment & Risk from Glasgow Caledonian University.

His clients range from young professionals, to retirees and trusts. Helping each to identify their unique objectives and then build a plan to achieve these.

Stephen Wood

Investment Director

• London City
• stephen.wood@closebrothers.com
• +44 (0) 207 426 4340

Stephen has been with Close Brothers Asset Management since graduating with a Masters in electrical engineering from University College London. Stephen has 10 years smaller companies experience.

Stephen is a holder of the Investment Management Certificate and is a CFA Charter holder.

Steve Leonard

Chartered Financial Planner

• Gatwick
• stephen.leonard@closebrothers.com
• +44 (0) 771 065 0938

Steve has been with Close Brothers for 24 years, with the last 21 years providing comprehensive financial planning advice.

Steve's clients range from young children with trusts to retirees in their 90s.

Steve has also been an integral part of the Close Brothers Financial Education in the Workplace Programme since 1996, delivering over 40 seminars a year to some of the biggest and well-known companies in the UK.

Steven Ford

Financial Planner

• Gatwick
• steven.ford@closebrothers.com
• +44 (0) 129 360 2769

Over 30 years’ experience providing financial planning advice. As a Financial Planner within our Telephone Advice Service, Steven has the ability to speak with a wide range of clients from across the UK, helping them to reach their financial objectives and goals.

Stuart Williams

Managing Director (Telephone Advice Service)

• Gatwick
• stuart.williams@closebrothers.com
• +44 (0) 129 360 2771

As Practice Director, Stuart leads our Telephone Advice Service which delivers holistic financial planning and mortgage advice to a wide range of clients across the UK. Stuart is also a qualified Financial Planner and Mortgage Adviser with over 12 years’ experience in helping clients achieve their financial goals and objectives.

Tim Eliot-Cohen

Managing Director

• London Mayfair
• tim.eliot-cohen@closebrothers.com
• +44 (0) 203 961 8711

Tim Eliot-Cohen joined Close Brothers in 2017 as a Managing Director. Tim has 20 years of experience having joined Flemings in 1997 and subsequently spending 17 years as a Director at Rathbones. At Rathbones, he directly ran £750million of assets for some 200 families, trusts and charities. Throughout this time, he was an integral member of the Stock Selection committee and is genuinely passionate about investments. He also started an education programme for young adults, which has been rolled out to over 3000 children and many schools. He subsequently produced a book for the course called "Your Money, Your Future". 

Tim lives in Wiltshire with a family of 4 and is an active philanthropist. He has raised £2m for various cancer and sight charities and has recently raised £500,000 to build a school in his local village, which is now being constructed.

Tim Harman

Investment Director

• London Mayfair
• tim.harman@closebrothers.com
• +44 (0) 207 426 4039

Tim joined Close Brothers Asset Management in 2022 as an Investment Director. He manages private client, trust and charity portfolios. Prior to Close Brothers, he studied Economic and Political Development at Exeter University before beginning his career in finance at PwC in 2002.

Tim has 20 years’ financial markets experience, initially specialising in North American equities at BMO Financial Group then The Royal Bank of Canada and more recently managing portfolios at THESIS (which was subsequently acquired by Sanlam).

Tim is passionate about investments and has been an active member of the Asset Allocation and Ethical investment committees. Tim is a Chartered Member of the Chartered Institute for Securities and Investment.

Tim West

Managing Director

• London Mayfair
• tim.west@closebrothers.com
• +44 (0) 203 961 8727

Tim joined Close Brothers in January 2020 as Managing Director in the West End office.

Prior to this, Tim spent 22 years at Rathbones Investment Management as a senior investment director, managing investment portfolios for individuals, trusts and charities. Tim was also responsible for research in listed private equity and small company funds, as well as representing Rathbones on the Wealth Management Association Indices Committee, chairing it when he resigned. Before joining Rathbones following a degree at Durham University, he spent 4 years teaching Classics.

Tom Comins

Managing Director

• London City
• tom.comins@closebrothers.com
• +44 (0) 207 426 6206 

Tom graduated from Edinburgh University in 1990 and started his career with Singer and Friedlander Investment Management where he worked for over fifteen years.

He was appointed Director in 2002 and managed a broad spread of UK private clients and trust portfolios, SIPPs and charities.

He joined Close Brothers Asset Management in July 2006 to do a very similar role. Tom is a Member of the Chartered Institute for Securities and Investment.

Tom Santa-Olalla

Investment Specialist

• London City
• tom.santa-olalla@closebrothers.com
• +44 (0) 20 7426 4760

Tom joined Close Brothers Asset Management as an Investment Specialist in September 2017, providing investment expertise across all Close Brothers investment propositions.

Tom has over 9 years of industry experience, advising high and ultra high net worth individuals in all facets of wealth management. Previous to joining Close Brothers, Tom was at Santander Private Bank, and before that HSBC Private Bank, where he specialised in advising UK-based entrepreneurs and developing collaboration between the corporate and private banking arms of the business.

Tom is a Chartered Wealth Manager and Member of the Chartered Institute for Securities and Investments. He holds a degree in Politics with American Studies from the University of Nottingham.

Tom Wheatley

Financial Planner

• Chester
• tom.wheatley@closebrothers.com
• +44 (0) 1606 810 252

An experienced Financial Planner providing comprehensive financial planning advice. Tom's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives. Being part of our Telephone Advice Service has given Tom the ability to speak with clients from all over the UK.

Tony Whincup

Head of Investment Specialists

• London City
• tony.whincup@closebrothers.com
• +44 (0) 207 426 4324

Tony joined Close Brothers Asset Management in May 2017 as a Director in the Investment Specialist team, providing regulated investment advice across our investment propositions.

Tony began his investment career in Jersey at Bankers Trust. After stints travelling and working as a journalist, he spent 10 more years at UBS Jersey – first at the Investment Bank managing the Asset-Backed Security book, then in Wealth Management as a Client Adviser where he specialised in advising UK resident-non-domiciled clients in discretionary, advisory and execution-only services, including credit and FX. He has also worked at St James’s Place in the UK, offering holistic financial planning and wealth management.

He is a Chartered Fellow and Wealth Manager of the Chartered Institute for Securities & Investment, holds a PG Dip In Broadcast Journalism from City, University of London, and an honours degree in French and Geography from Keele University.

Tristan Robinson

Investment Director

• Manchester
• tristan.robinson@closebrothers.com
• +44 (0) 1612 389 493

Tristan joined Close Brothers in January 2021 as an Investment Director in the Manchester office. Tristan has over 15 years’ experience in the investment management industry, including 10 years at Brown Shipley as a Private Client Manager and later, Client Director.

Tristan is a Member of the Chartered Institute for Securities and Investment. He specialises in managing bespoke portfolios for private individuals, intermediaries, charities and family trusts.

Valeria Moore

Equity Analyst

• London City
• valeria.moore@closebrothers.com
• +44 (0) 207 426 4101

Valeria has over 20 years of investment experience.

After spending 6 years in Corporate Finance/ M&A at Deutsche Bank/ Bankers Trust, London, and ING Barings, Milan, Valeria has worked as an Equity analyst for Asset Management groups including Rowan Dartington, Albemarle Asset Management and Montanaro Asset Management, all based in London, covering numerous sectors on a Pan-European basis.

Valeria joined Close Brothers Asset Management in January 2016 as an equity analyst covering Global Industrials, IT Hardware and IT Services.

Valeria is a Chartered MCSI and she holds a CISI Level 4 Diploma in Investment Advice (Securities)

Weixu Yan

Investment Manager

• London City
• weixu.yan@closebrothers.com
• +44 (0) 207 426 4352

Weixu worked for Fortune Asset Management which was wholly acquired by Close Brothers Plc in 2010. He now heads up ETF research at Close Brothers Asset Management while managing the Close Tactical Select Conservative, Balanced and Growth Portfolio Funds as well as the Close techMARK fund. His investment universe comprises a full range of passive (Index funds and Exchange Traded Products) investments across the equity, bond and alternative spectrums.

Weixu has an undergraduate degree in Business Studies and Economics from University of Manchester and an MSc in Investment Management with distinction from Cass Business School, London.