Our people

Our investment managers, financial planners and management team are listed below.

Martin Andrew Andy Cumming Gregg Clarke Helen Aldridge Iain Wallace Nancy Curtin Charlie Collard Catherine Parry Adam Griffin Adrian Phillips Alan Simpson Alan Wilson Alastair Wilson Alejandro Velez Alex Bessent Alistair Knight Amanda Green Amy Lazenby Andrew Hess Andrew Knight Andrew Mackintosh-Walker Andrew Mearing Andrew Metcalf Andrew Thompson Andrew Walters Andrew Ward-Penny Andy Ashurst Anthony Bloor Antony Mills Archie Thompson Barry Lloyd Brian Tingley Bruce Saunderson Carla Keenan Carol Ross Charles Hobday Chris Boon Chris Jackson Chris Law Chris Megahey Chris Napier Chris Steggles Christopher Budden Christopher Godfrey-Faussett Clare Kerr Colin Herreaman Colin Rowe Craig Heath Dan Gollance Daniel Swift David Melloy Danisha Chadha Darren Saddler David Hamilton David Hoggett David Kilby David Scott Dean Blake Debbie Long Dominic Carver Doug McCance Ed Green Edward Colman Edward Riordan Eileen O'Rourke Enrico Smith Eran Hasson Faye Church Felix Fitch Fiona Smith Francis Clarke Fraser Norton Gavin Imrie George Bugakov Georgina Howard Giles Maine Giles Marshall Glenn Harrington Guy Leadbeater Harry Bell Hugh Adlington Ian Barton Ian Christie Ian Glassock Ian McKay Ian Murphy Isabel Albarran James Davies James Dubignon James Tulloch Jeanette Makings Jo Clarke John Henderson John Marshall Jonathan Neale Josephine Fay Justina Best Keith Burns Kevin Harms Kurt Davidson Leanne Hallworth Lorraine Grace Lucy Katzarova Lynne Foulds Mark Bray Mark Johnson Mark Langhorn Mark Lewis Mark Sofflet Mark Slack Martin Benedicto Martin Donnelly Matthew Brooke Matthew Heappey Matthew Stanesby Miroslav Vankov Nasiba Vaiya Neil Davis Neil Jones Neill Millard Nick Parker Nikesh Desai Noel Patterson Oliver Harvey Paul Borrows Paul Chester Paul Clements Paul Denman Paul Evans Paul Forde Paul Henry Paul Roe Peter Cowden Peter Kelsey Peter Silver Phil Jones Philip Young Richard Brand Richard Hallum Richard Hollowood Richard Watkins Riitta Hujanen Rob Manning Rob Williams Robert Alster Robert Simmons Roohi Siddiqui Ross Brown Ross Munro Russell Brooks Sam Barton Sam Carr Sam Taylor Sarah Corney Sarah Coulson Sam Grant-Dalton Sarah Johannesen Sarah Whitehouse Sean Durrad Sebastian Ladimeji Sebastian Moore Seton Craven Simon Duncan Stef Goodwin Simon Lloyd Stephen Burton Stephen Fairclough Stephen Hayde Stephen Wightman Stephen Wood Steve Hewitt Steve Leonard Steven Ford Stewart Crockett Stuart McGinnis Stuart Williams Tim Dickens Tim Eliot-Cohen Tom Comins Tom Hewitt Tom Santa-Olalla Tony Boyd Tony Whincup Valeria Moore Victoria Atherton Weixu Yan

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Martin Andrew

Martin Andrew

Chief Executive Officer

Martin Andrew

Martin Andrew

Chief Executive Officer

  • London City
  • martin.andrew@closebrothers.com
  • +44 (0) 800 588 4064

Martin joined Close Brothers in 2005 and has been CEO of the Asset Management division since 2008. Previously he was with Merrill Lynch Investment Managers (MLIM) where he worked in a range of roles in the US and the UK, including strategy, distribution and marketing culminating in leading MLIM’s European private client business. Before MLIM Martin worked for McKinsey & Co in London. He has a First Class degree in Economics from Leicester University and an MBA from Harvard Business School.

Andy Cumming

Andy Cumming

Head of Advice

Andy Cumming

Andy Cumming

Head of Advice

  • Edinburgh
  • andy.cumming@closebrothers.com
  • +44 (0) 131 656 3000

Andy has held the position of Head of Advice since July 2014.

Andy joined Close Brothers Asset Management in 2011 when Scott Moncrieff were acquired by Close Brothers and he initially held the position of Head of Advice in Scotland. Andy was Managing Director of Scott Moncrieff for 12 years prior to its acquisition and he has over 30 years’ experience within the financial service industry, incorporating Financial Planning, Investment Advice and Business Development.

Gregg Clarke

Gregg Clarke

Head of Business Change and Technology

Gregg Clarke

Gregg Clarke

Head of Business Change and Technology

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

Gregg has over 15 years’ experience across wealth management, asset management and platform industries. Since joining Close Brothers in 2007, he has been responsible for the implementation and oversight of all strategic projects including the integration of acquired companies, regulatory change initiatives and a wide variety relating to business transformation. Prior to Close Brothers, Gregg worked for Cofunds delivering a range of innovative change projects and at ABN AMRO in Luxembourg, implementing a major outsourcing programme.

Helen Aldridge

Helen Aldridge

Head of Operations

Helen Aldridge

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.

Iain Wallace

Iain Wallace

Head of Compliance

Iain Wallace

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.

Nancy Curtin

Nancy Curtin

Chief Investment Officer

Nancy Curtin

Nancy Curtin

Chief Investment Officer

  • London City
  • nancy.curtin@closebrothers.com
  • +44 (0) 800 588 4064

Appointed in 2010, Nancy oversees a successful, award-winning team of investment professionals with a highly disciplined investment process.

Nancy has over 20 years’ experience including Managing Partner, Fortune, where she ran an alternatives investment business, Schroders where she was Head of Global Investments for its $20bn Global Mutual Fund businesses and Barings where she was Head of Emerging Markets and served in a range of global asset allocation roles.

Nancy holds a bachelor’s degree in political science, summa cum laude, from Princeton University and an MBA from Harvard Business School.

Charlie Collard

Charlie Collard

Head of HR

Charlie Collard

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.

Catherine Parry

Catherine Parry

Chief Financial Officer

Catherine Parry

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.

Adam Griffin

Adam Griffin

Managing Director

Adam Griffin

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

Adrian Phillips

Financial Planner

Adrian Phillips

Adrian Phillips

Financial Planner

  • Northwich
  • 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.

Alan Simpson

Alan Simpson

Scotland | Business Development Director

Alan Simpson

Alan Simpson

Scotland | Business Development Director

  • Edinburgh
  • alan.simpson@closebrothers.com
  • +44 (0) 7908 638 796

Alan Simpson joined Close Brothers in March 2019 as Business Development Director for Scotland and has over 14 years’ experience in Financial Services. Previously working at Standard  Life Investments, he has held positions covering UK Wholesale, Global Financial Institutions, Pension Funds and Discretionary Managers both within the UK and laterally within the Nordics. He has also held positions looking after wholesale clients for both Scottish Widows and Verbatim Asset Management within the UK.

Alan Wilson

Alan Wilson

Financial Planner

Alan Wilson

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

Alastair Wilson

Managing Director

Alastair Wilson

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

Alejandro Velez

Equity Analyst

Alejandro Velez

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.

Alex Bessent

Alex Bessent

Financial Planner

Alex Bessent

Alex Bessent

Financial Planner

  • London City
  • alex.bessent@closebrothers.com
  • +44 (0) 207 426 4759

With over 18 years' experience in the financial services industry, Alex is both a successful and diligent financial planner. Joining Close Brothers following the acquisition of EOS Wealth Management in 2016, Alex now forms part of our London high net worth team.

Specialising in wealth management for individuals, Alex acts for a varied range of clients, offering comprehensive and personal wealth management services through the use of goal based financial planning.

Alistair Knight

Alistair Knight

Financial Planner

Alistair Knight

Alistair Knight

Financial Planner

  • Edinburgh
  • alistair.knight@closebrothers.com
  • +44 (0) 771 548 9270

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

Amanda Green

Amanda Green

Financial Planner

Amanda Green

Amanda Green

Financial Planner

  • Northwich
  • 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

Amy Lazenby

Investment Director

Amy Lazenby

Amy Lazenby

Investment Director

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

Amy is an Investment 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

Andrew Hess

Managing Director

Andrew Hess

Andrew Hess

Managing Director

  • London West End
  • 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 West End 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

Andrew Knight

Practice Director - Edinburgh

Andrew Knight

Andrew Knight

Practice Director - Edinburgh

  • 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

Andrew Mackintosh-Walker

Managing Director

Andrew Mackintosh-Walker

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 Mearing

Andrew Mearing

Financial Planner

Andrew Mearing

Andrew Mearing

Financial Planner

  • Gatwick
  • andrew.mearing@closebrothers.com
  • +44 (0) 129 360 2723

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

Andrew Metcalf

Andrew Metcalf

Fixed Income Analyst

Andrew Metcalf

Andrew Metcalf

Fixed Income Analyst

  • London City
  • andrew.metcalf@closebrothers.com
  • +44 (0) 207 426 6242

Andrew joined Close Brothers Asset Management in September 2016 as a member of the Fixed Income team. He is the co-chair of the Fixed Income committee and a key member of the Multi Asset Class (MAC) Committee, contributing to house asset allocation and investment decisions.

Andrew Thompson

Investment Director

Andrew Thompson

Investment Director

  • Manchester
  • andrew.thompson@closebrothers.com
  • +44 (0) 161 238 9497 

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

Andrew Walters

Financial Planner

Andrew Walters

Andrew Walters

Financial Planner

  • Midlands
  • 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.

Andrew Ward-Penny

Andrew Ward-Penny

Financial Planner

Andrew Ward-Penny

Andrew Ward-Penny

Financial Planner

  • Northwich
  • andrew.ward-penny@closebrothers.com
  • +44 (0) 771 065 0928

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

Andy Ashurst

Financial Planner

Andy Ashurst

Financial Planner

  • Northwich
  • andy.ashurst@closebrothers.com
  • +44 (0) 771 065 0940

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

Anthony Bloor

Anthony Bloor

Financial Planner

Anthony Bloor

Anthony Bloor

Financial Planner

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

Over 30 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 Mills

Financial Planner

Antony Mills

Financial Planner

  • Northwich
  • antony.mills@closebrothers.com
  • +44 (0) 1606 810 100

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

Archie Thompson

Assistant Investment Manager

Archie Thompson

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.

Barry Lloyd

Financial Planner

Barry Lloyd

Financial Planner

  • Northwich
  • barry.lloyd@closebrothers.com
  • +44 (0) 780 297 8897

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.

Brian Tingley

Brian Tingley

Financial Planner

Brian Tingley

Brian Tingley

Financial Planner

  • Northwich
  • 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

Bruce Saunderson

Director of Wealth Structuring

Bruce Saunderson

Bruce Saunderson

Director of Wealth Structuring

  • 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.

Carla Keenan

Carla Keenan

Assistant Investment Manager

Carla Keenan

Carla Keenan

Assistant Investment Manager

  • London City
  • carla.keenan@closebrothers.com
  • +44 (0) 207 426 6231 

Carla graduated from Warwick University in 2011 with a degree in Accounting and Finance. She previously worked at Canaccord Genuity Wealth Management, before joining Close Brothers in 2015. Carla holds the Investment Management Certificate and is currently studying for her Chartered Wealth Manager Qualification with the Chartered Institute of Securities and Investments (CISI), where she is already an associate.

Carol Ross

Carol Ross

Financial Planner

Carol Ross

Carol Ross

Financial Planner

  • Northwich
  • carol.ross@closebrothers.com
  • +44 (0) 771 579 9309

Over 22 years’ experience providing comprehensive financial planning advice. Carol's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives.

Charles Hobday

Charles Hobday

Managing Director

Charles Hobday

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.

Chris Boon

Chris Boon

Managing Director

Chris Boon

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 Jackson

Chris Jackson

Financial Planner

Chris Jackson

Chris Jackson

Financial Planner

  • Northwich
  • chris.jackson@closebrothers.com
  • +44 (0) 160 681 0374

Over 20 years’ experience providing financial planning advice. As a Financial Planner within our Telephone Advice Service, Chris has the ability to speak with a wide range of clients from across the UK, helping them to reach their financial objectives and goals.

Chris Law

Chris Law

Investment Director

Chris Law

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

Chris Megahey

Financial Planner

Chris Megahey

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.

Chris Napier

Chris Napier

Investment Product Director

Chris Napier

Chris Napier

Investment Product Director

  • London City
  • chris.napier@closebrothers.com
  • +44 (0) 207 426 4332

Chris Napier joined Close Brothers Asset Management in August 2012 as an Investment Client Director, providing regulated investment advice and supporting intermediary business development.

Chris Steggles

Chris Steggles

Financial Planner

Chris Steggles

Chris Steggles

Financial Planner

  • Northwich
  • christopher.steggles@closebrothers.com
  • +44 (0) 771 500 0224

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

Christopher Budden

Christopher Budden

Financial Planner

Christopher Budden

Christopher Budden

Financial Planner

  • London City
  • christopher.budden@closebrothers.com
  • +44 (0) 771 500 0225

Over 15 years’ experience providing comprehensive financial planning advice. Chris' clients range from the age of 18 to 85, helping them to reach their financial planning objectives.

Christopher Godfrey-Faussett

Christopher Godfrey-Faussett

Managing Director

Christopher Godfrey-Faussett

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.

 

Clare Kerr

Clare Kerr

Financial Planner

Clare Kerr

Clare Kerr

Financial Planner

  • Edinburgh
  • clare.kerr@closebrothers.com
  • +44 (0) 131 656 3011

Over 25 years’ experience providing comprehensive financial planning advice. Clare's clients range from individuals to families and
the elderly, helping them to reach their financial planning objectives.

Colin Herreaman

Colin Herreaman

Manager, Telephone Advice Service

Colin Herreaman

Colin Herreaman

Manager, Telephone Advice Service

  • Northwich
  • colin.herreaman@closebrothers.com
  • +44 (0) 160 681 0373

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

Colin Rowe

Colin Rowe

Practice Director - Midlands

Colin Rowe

Colin Rowe

Practice Director - Midlands

  • Midlands
  • colin.rowe@closebrothers.com
  • +44 (0) 781 785 1111

An experienced Financial Planner providing comprehensive financial planning advice. Colin's clients range from business owners
to retirees, helping them to reach their financial planning objectives.

Craig Heath

Practice Director - North-West

Craig Heath

Practice Director - North-West

  • Northwich
  • 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

Dan Gollance

Investment Director

Dan Gollance

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

Daniel Swift

Financial Planner

Daniel Swift

Daniel Swift

Financial Planner

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

Over 10 years’ experience providing comprehensive financial planning advice. Daniel's clients range from barristers and solicitors to retirees, helping them to reach their financial planning objectives.

David Melloy

David Melloy

Business Development Director

David Melloy

David Melloy

Business Development Director

  • London City
  • david.melloy@closebrothers.com
  • +44 (0) 207 426 4327

David is responsible for internal and external business development, predominately working across the 16 businesses within the Close Brothers Group, promoting the added value of financial planning and integrated investment advice to our existing clients.
David has over 20 years’ experience working in financial services and previously worked at W H Ireland and Lloyds. He regularly speaks at seminars on pre-retirement and inheritance tax mitigation and works with accountants and solicitors to provide financial solutions for their clients.

Danisha Chadha

Danisha Chadha

Chartered Financial Planner

Danisha Chadha

Danisha Chadha

Chartered Financial Planner

  • London City
  • 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

Darren Saddler

Head of Investment Business Development

Darren Saddler

Darren Saddler

Head of Investment Business Development

  • 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 25 years. Prior to joining CBAM, Darren worked for Standard Life in Edinburgh and London. He holds the IMC.

David Hamilton

David Hamilton

Practice Director - Glasgow

David Hamilton

David Hamilton

Practice Director - Glasgow

  • 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

David Hoggett

Practice Director - Newcastle

David Hoggett

David Hoggett

Practice Director - Newcastle

  • 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

David Kilby

Financial Planner

David Kilby

David Kilby

Financial Planner

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

Over 23 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 Scott

David Scott

Financial Planner

David Scott

David Scott

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.

Dean Blake

Dean Blake

Financial Planner

Dean Blake

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.

Debbie Long

Debbie Long

Financial Planner

Debbie Long

Debbie Long

Financial Planner

  • Northwich
  • debbie.long@closebrothers.com
  • +44 (0) 771 456 3596

Over 24 years’ experience providing comprehensive financial planning advice. Debbie's clients range from young professionals to those in retirement, helping them to reach their financial planning objectives.

Dominic Carver

Dominic Carver

Equity Analyst

Dominic Carver

Dominic Carver

Equity Analyst

  • 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.

Doug McCance

Doug McCance

Investment Director

Doug McCance

Doug McCance

Investment Director

  • Manchester
  • doug.mccance@closebrothers.com
  • +44 (0) 161 238 9498 

Doug McCance is an Investment Director at Close Brothers Asset Management based in the Manchester office. Doug joined Close Brothers in September 2014 after starting his career in April 2007 at Brown Shipley.

Doug studied Mathematics with Finance at Leeds University before completing the Chartered Institute of Securities and Investment Diploma. Doug has been a member of the CFA Institute since 2014 and completed the CFA charter in June 2016.

Doug specialises in managing bespoke investment portfolios for a diverse range of clients including charities, private clients, associated family trusts, IFAs and company pension schemes.

Ed Green

Ed Green

Practice Director - Bristol

Ed Green

Ed Green

Practice Director - Bristol

  • Bristol
  • ed.green@closebrothers.com
  • +44 (0) 117 917 0720

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

Edward Colman

Edward Colman

Managing Director

Edward Colman

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

Edward Riordan

Senior Mortgage Adviser

Edward Riordan

Edward Riordan

Senior Mortgage Adviser

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

Over 10 years’ experience providing financial planning advice. Being a desk based adviser has given Ed the ability to speak with a wide range of clients from all over the UK, helping them to reach their financial planning objectives.

Eileen O'Rourke

Eileen O'Rourke

Investment Director

Eileen O'Rourke

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 over 24 years 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 23 years at Brewin Dolphin where she was a Divisional Director. Eileen moved to the UK from the States in 1990, is married to Russell, and is a graduate of the University of Michigan.

Enrico Smith

Enrico Smith

Chartered Financial Planner

Enrico Smith

Enrico Smith

Chartered Financial Planner

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

Over 8 years’ experience providing comprehensive financial planning advice as a Technical Adviser and more recently as a Chartered Financial Planner. Enrico’s clients range from young professionals to retirees and business owners, helping them to meet their financial planning objectives.

Eran Hasson

Eran Hasson

Credit Analyst

Eran Hasson

Eran Hasson

Credit Analyst

  • London City
  • eran.hasson@closebrothers.com
  • +44 (0) 207 426 4138

Eran joined Close Brothers Asset Management in December 2018 as a Credit Analyst. Prior to this position, he worked at Fidelity Investments.

Eran graduated from Warwick University with a BSc in Accounting and Finance, and from the London School of Economics with a MSc in Finance and Private Equity.

Faye Church

Chartered Financial Planner

Faye Church

Chartered Financial Planner

  • Gatwick
  • faye.church@closebrothers.com
  • +44 (0) 129 360 2729

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

Felix Fitch

Felix Fitch

Managing Director

Felix Fitch

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

Fiona Smith

Financial Planner

Fiona Smith

Fiona Smith

Financial Planner

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

Over 4 years’ experience of working in financial services, starting out in a technical support role and progressing to provide comprehensive financial planning advice. Fiona's clients range from young professionals to retired individuals, helping them to reach their financial planning objectives.

Francis Clarke

Francis Clarke

Managing Director

Francis Clarke

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.

Fraser Norton

Fraser Norton

Practice Director - Gatwick

Fraser Norton

Fraser Norton

Practice Director - Gatwick

  • Gatwick
  • fraser.norton@closebrothers.com
  • +44 (0) 129 360 2732

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

Gavin Imrie

Gavin Imrie

Financial Planner

Gavin Imrie

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

George Bugakov

Financial Planner

George Bugakov

George Bugakov

Financial Planner

  • London City
  • george.bugakov@closebrothers.com
  • +44 (0) 208 036 8565

George joined Close Brothers in 2019 from a boutique IFA background. With fluency in five different languages, an exciting professional background in financial services and a Master’s Degree in Finance, George is now on his way to becoming a Chartered Financial Planner, further strengthening our Asset Management proposition.

George is part of a specialised team offering Financial Planning and Wealth Management services to high net worth clients.

Georgina Howard

Georgina Howard

Chartered Financial Planner

Georgina Howard

Georgina Howard

Chartered Financial Planner

  • London City
  • georgina.howard@closebrothers.com
  • +44 (0) 207 426 4387

George 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. She has considerable experience in advising private individuals and, in particular, business owners from pre/post sale of the business to general tax planning considerations including Inheritance Tax issues.

Giles Maine

Giles Maine

Financial Planner

Giles Maine

Giles Maine

Financial Planner

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

Over 18 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 Marshall

Giles Marshall

Chief Operating Officer

Giles Marshall

Giles Marshall

Chief Operating Officer

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

Giles graduated with a First Class degree in Economics and Information Systems from the University of the West of England in 1998.

After two years as a Management Consultant he joined Singer and Friedlander as a trainee Fund Manager.

Giles moved to Close Brothers in July 2006, and is a Chartered Fellow of the Charted Institute for Securities and Investment and holder of the Diploma.

Glenn Harrington

Glenn Harrington

Investment Director

Glenn Harrington

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.

Guy Leadbeater

Guy Leadbeater

Business Development Director

Guy Leadbeater

Guy Leadbeater

Business Development Director

  • London City
  • guy.leadbeater@closebrothers.com
  • +44 (0) 207 426 4372

Guy joined CBAM in 2016. Following a decade in management consulting (PwC, KPMG and The World Bank) both in the public and private sectors, he gained 15 years’ experience in single- and multi-family offices, working both in corporate advisory and asset management. He has complementary experience in family-owned businesses in the commercial sector, including being COO of family-owned group of diverse businesses operating in 8 countries and listed on the AIM. He also has operated at CFO, CEO and Board level. He was educated at the University of the Witwatersrand and the University of St. Andrews, and holds a post-graduate degree in Economics.

Harry Bell

Harry Bell

Chartered Wealth Manager | Financial Planner

Harry Bell

Harry Bell

Chartered Wealth Manager | Financial Planner

  • Midlands
  • harry.bell@closebrothers.com
  • +44 (0) 1676 938 940

Harry works with professionals, high net worth families and business owners to provide a comprehensive, bespoke wealth management service that enables them to achieve their lifestyle aspirations. Harry aims to build lasting, trusted relationships with his clients through the generations.

Harry joined Close Brothers in 2016 as a Director in the Investment Specialist team, moving to advice in 2019. Having worked in both the investment and financial planning teams, Harry has a deep understanding of the benefits that a fully integrated wealth management service can offer his clients.

Harry has operated in the investment and wealth management industry for over 12 years. Prior to joining Close Brothers, Harry worked primarily as a client-facing bespoke investment manager in London, helping high net worth families, trusts and charities to protect and growth their wealth and investments.

Harry is a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Wealth Manager and has a degree in Geography from the University of Leeds.

Hugh Adlington

Hugh Adlington

Managing Director

Hugh Adlington

Hugh Adlington

Managing Director

  • London West End
  • 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

Ian Barton

Financial Planner

Ian Barton

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

Ian Christie

North West | Business Development Director

Ian Christie

Ian Christie

North West | Business Development Director

  • Manchester
  • ian.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

Ian Glassock

Investment Director

Ian Glassock

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

Ian McKay

Financial Planner

Ian McKay

Ian McKay

Financial Planner

  • Northwich
  • 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

Ian Murphy

Financial Planner

Ian Murphy

Ian Murphy

Financial Planner

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

Over 4 years’ experience providing financial planning advice. As a 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

Isabel Albarran

Analyst, Macro Research

Isabel Albarran

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.

James Davies

James Davies

Investment Manager

James Davies

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 Dubignon

James Dubignon

Financial Planner

James Dubignon

James Dubignon

Financial Planner

  • Northwich
  • james.dubignon@closebrothers.com
  • +44 (0) 160 681 0100

Over 8 years’ experience providing comprehensive financial planning advice. Jame's clients range from graduates to retired persons, helping them to reach their financial planning objectives.

James Tulloch

James Tulloch

Investment Specialist

James Tulloch

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.

Jeanette Makings

Jeanette Makings

Head of Financial Education

Jeanette Makings

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.

Jo Clarke

Jo Clarke

Practice Director - Northwich

Jo Clarke

Jo Clarke

Practice Director - Northwich

  • Northwich
  • jo.clarke@closebrothers.com
  • +44 (0) 160 681 0100

Jo has 19 years’ experience in Financial Services, providing comprehensive financial advice to a range of clients to help them achieve their financial planning objectives. Before joining Close Brothers, Jo was a senior manager at a Global Bank leading a customer-focused team of Financial Advisers, providing financial solutions to high net worth clients.

John Henderson

John Henderson

Managing Director

John Henderson

John Henderson

Managing Director

  • Edinburgh
  • john.henderson@closebrothers.com
  • +44 (0) 131 656 3038

John Henderson joined Close Brothers in 2018 as a Managing Director of their discretionary investment management division in Scotland.

John has over 35 years of experience of which 29 years were with Rathbones and Albyn Investments Ltd, which was acquired by Rathbones in 1999. His responsibilities at Rathbones included founding and running their Edinburgh and Aberdeen offices and being a member of the Client Committee with responsibility for the group's direct private clients. In addition, at Rathbones he ran over £300 million of assets for families, trusts and charities, at Close Brothers Asset Management this will be his sole responsibility.

John is also a Chartered Fellow of the Chartered Institute for Securities and Investment. John lives between Edinburgh and his farm in the Angus Glens; he is married with two daughters.

John Marshall

John Marshall

Managing Director

John Marshall

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.

Jonathan Neale

Jonathan Neale

Financial Planner

Jonathan Neale

Jonathan Neale

Financial Planner

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

Over 25 years experience providing holistic financial planning advice.  Jonathan specialises in helping his clients reach their individual financial planning goals.

Josephine Fay

Josephine Fay

Business Development Director

Josephine Fay

Josephine Fay

Business Development Director

  • London City
  • josephine.fay@closebrothers.com
  • +44 (0) 207 426 4374 

Josephine joined Close Brothers Asset Management as a Business Development Director in February 2016.

Previously, she was a solicitor (matrimonial) at Farrer & Co LLP. She worked on a wide range of family matters, both contentious and non-contentious, often with an international element. These matters included financial remedy claims following a marital or relationship breakdown, private law children matters, pre and post-nuptial agreements and co-habitation disputes.

Josephine read Latin and Classical Archaeology at the University of Edinburgh before qualifying as a solicitor.

Josephine holds the Investment Management Certificate.

Justina Best

Business Development Director

Justina Best

Business Development Director

  • Manchester
  • justina.best@closebrothers.com
  • +44 (0) 781 827 6582

Justina joined Close Brothers Asset Management as a Business Development Director in August 2016 having previously worked for Close Brothers Treasury building a successful client base in the North West of England.

She has 20 years’ experience in working with clients across a wide range of financial services propositions including; leasing, treasury and wealth management and has a strong focus on professional connections.

Justina is currently studying for the Investment Management Certificate.

Keith Burns

Keith Burns

Financial Planner

Keith Burns

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. 

Kevin Harms

Kevin Harms

Chartered Financial Planner

Kevin Harms

Kevin Harms

Chartered Financial Planner

  • Gatwick
  • kevin.harms@closebrothers.com
  • +44 (0) 129 360 2744

Over 12 years’ experience of working in financial services, in positions such as technical support roles to providing comprehensive financial planning advice.

My clients range from young professionals to retirees, helping them to reach their financial planning objectives.

Kurt Davidson

Kurt Davidson

London and South East | Business Development Director

Kurt Davidson

Kurt Davidson

London and South East | Business Development Director

  • London City
  • kurt.davidson@closebrothers.com
  • +44 (0) 791 700 8680

Kurt joined Close Brothers in March 2018 as Business Development Director for London and the South East and has over 30 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

Investment Director

Leanne Hallworth

Investment Director

  • Manchester
  • leanne.hallworth@closebrothers.com
  • +44 (0) 161 238 9495 

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

Lorraine Grace

Head of Socially Responsible Investment Research

Lorraine Grace

Lorraine Grace

Head of Socially Responsible Investment Research

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

Lorraine is the Head of Socially Responsible Investment Research at Close Brothers Asset Management in London. Lorraine manages the integration of socially responsible investing across the firm.

She was previously an Equity Analyst covering the consumer discretionary and mining sectors. Lorraine 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.

Lucy Katzarova

Lucy Katzarova

Investment Manager

Lucy Katzarova

Lucy Katzarova

Investment Manager

  • London West End
  • 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

Lynne Foulds

Financial Planner

Lynne Foulds

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.

Mark Bray

Mark Bray

Managing Director

Mark Bray

Mark Bray

Managing Director

  • London City
  • mark.bray@closebrothers.com
  • +44 (0) 207 426 4738 

As Managing Director for Close Brothers Asset Management, Mark is responsible for managing a range of multi asset, multi currency portfolios for institutional, charity and private clients both onshore and offshore.

Previously, he was a Divisional Director of Gerrard where he managed institutional and charity accounts.

Mark was a Director of Global Asset Management and also managed global institutional funds at Credit Suisse First Boston and BNP Paribas. He began his career as a Research Analyst at Carnegie Fondkommission, Sweden.

Mark is a graduate of Oriel College, Oxford.

Mark Johnson

Chartered Financial Planner

Mark Johnson

Chartered Financial Planner

  • Newcastle
  • mark.johnson@closebrothers.com
  • +44 (0) 771 579 9264

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

Mark Langhorn

Mortgage Adviser

Mark Langhorn

Mark Langhorn

Mortgage Adviser

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

Over 9 years’ experience providing financial planning advice. As a mortgage adviser within our Telephone Advice Service, Mark has the ability to speak with a wide range of clients from across the UK.

Mark Lewis

Mark Lewis

Investment Director

Mark Lewis

Mark Lewis

Investment Director

  • London City
  • mark.lewis@closebrothers.com
  • +44 (0) 207 426 623 

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 Sofflet

Mark Sofflet

London and South East | Business Development Director

Mark Sofflet

Mark Sofflet

London and South East | Business Development Director

  • London City
  • mark.sofflet@closebrothers.com
  • +44 (0) 771 811 3809 

Mark has 24 years’ experience in the financial services industry. Mark joined us from AEGON UK where he spent five years helping to establish the Partnerships Sales Team. Mark spent 21 of those years in field-based roles supporting IFAs and restricted intermediaries, but he has also worked as an adviser. Prior to that he spent 10 years at Standard Life looking after IFAs in North London. He started his career at Norwich Union.

Mark Slack

Mark Slack

Financial Planner

Mark Slack

Mark Slack

Financial Planner

  • Northwich
  • 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

Martin Benedicto

Financial Planner

Martin Benedicto

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

Martin Donnelly

Chartered Financial Planner

Martin Donnelly

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

Matthew Brooke

Financial Planner

Matthew Brooke

Matthew Brooke

Financial Planner

  • Northwich
  • 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

Matthew Heappey

South West and M4 Corridor | Business Development Director

Matthew Heappey

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 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 as part of a Trainee Account Manager programme. Matthew has a degree in Politics from the University of Newcastle.

Matthew Stanesby

Matthew Stanesby

Investment Director

Matthew Stanesby

Matthew Stanesby

Investment 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 Managed 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.

Miroslav Vankov

Assistant Investment Manager

Miroslav Vankov

Assistant Investment Manager

  • Manchester
  • miroslav.vankov@closebrothers.com
  • +44 (0) 161 238 9496

Miroslav joined Close Brothers in 2016 from Bank of New York Mellon where he started his career in 2011.

He graduated from Coventry University in 2010 with a master degree in Finance. Miroslav holds an Investment Management Certificate (IMC) and is currently studying for his Chartered Wealth Manager Qualification with the Chartered Institute of Securities and Investments (CISI), where he is already an associate.

Nasiba Vaiya

Nasiba Vaiya

Financial Planner

Nasiba Vaiya

Nasiba Vaiya

Financial Planner

  • London City
  • nasiba.vaiya@closebrothers.com
  • +44 (0) 207 426 4377

Over 8 years’ experience providing comprehensive financial planning advice. Nasiba's clients range from private individuals, families and trusts, helping them to reach their financial planning objectives.

Neil Davis

Financial Planner

Neil Davis

Financial Planner

  • Newcastle
  • neil.davis@closebrothers.com
  • +44 (0) 795 144 8868

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

Neil Jones

Neil Jones

Financial Planner

Neil Jones

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

Neill Millard

Financial Planner

Neill Millard

Neill Millard

Financial Planner

  • London City
  • 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 Parker

Nick Parker

Financial Planner

Nick Parker

Nick Parker

Financial Planner

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

Over 6 years’ experience providing comprehensive financial planning advice. Nick's clients range from individuals and families to
businesses, helping them to reach their financial planning objectives.

Nikesh Desai

Nikesh Desai

Financial Planner

Nikesh Desai

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

Noel Patterson

Financial Planner

Noel Patterson

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

Oliver Harvey

Managing Director

Oliver Harvey

Oliver Harvey

Managing Director

  • London West End
  • 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.

Paul Borrows

Paul Borrows

Financial Planner

Paul Borrows

Paul Borrows

Financial Planner

  • Northwich
  • 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 Chester

Paul Chester

Practice Director - Manchester

Paul Chester

Paul Chester

Practice Director - Manchester

  • Manchester
  • paul.chester@closebrothers.com
  • +44 (0) 161 238 9493

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

Paul Clements

Managing Director

Paul Clements

Managing Director

  • Manchester
  • paul.clements@closebrothers.com
  • +44 (0) 161 238 9491 

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

Paul Denman

Private Client Director

Paul Denman

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

Paul Evans

Investment Director

Paul Evans

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 Forde

Paul Forde

Financial Planner

Paul Forde

Paul Forde

Financial Planner

  • London City
  • paul.forde@closebrothers.com
  • +44 (0) 207 426 4712

Paul has more than 15 years' experience in the financial services industry and has been advising both private and corporate clients since 2005.

Paul is responsible for designing and implementing employee and executive benefit schemes for small and start up businesses to national and multi-national companies. The solutions Paul delivers are built around enhancing our clients proposition to both its employees and executives and are personalised for each client to dovetail with their business plan and budget.

Paul holds a degree in Communications & Media Studies and the CII Diploma in Financial Planning

Paul Henry

Paul Henry

Financial Planner

Paul Henry

Paul Henry

Financial Planner

  • Gatwick
  • paul.henry@closebrothers.com
  • +44 (0) 129 360 2754

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

Paul Roe

Investment Director

Paul Roe

Investment Director

  • Manchester
  • paul.roe@closebrothers.com
  • +44 (0) 161 238 9494 

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.

Peter Cowden

Peter Cowden

Financial Planner

Peter Cowden

Peter Cowden

Financial Planner

  • Northwich
  • peter.cowden@closebrothers.com
  • +44 (0) 780 297 4074

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

Peter Kelsey

Peter Kelsey

Chartered Financial Planner

Peter Kelsey

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.

Peter Silver

Peter Silver

Financial Planner

Peter Silver

Peter Silver

Financial Planner

  • Gatwick
  • peter.silver@closebrothers.com
  • +44 (0) 129 360 2756

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

Phil Jones

Phil Jones

Financial Planner

Phil Jones

Phil Jones

Financial Planner

  • Northwich
  • phil.jones@closebrothers.com
  • +44 (0) 160 681 0350

Over 10 years’ experience providing financial planning advice. Being a desk based adviser has given Phil the ability to speak with a wide range of clients from all over the UK, helping them to reach their financial planning objectives.

Philip Young

Philip Young

Managing Director

Philip Young

Philip Young

Managing Director

  • London West End
  • 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 Brand

Richard Brand

Financial Planner

Richard Brand

Richard Brand

Financial Planner

  • London City
  • richard.brand@closebrothers.com
  • +44 (0) 207 874 1194

Richard has over 10 years' experience in the financial services industry and is a holistic financial adviser, with a particular focus upon investment and retirement planning. Richard also has considerable experience working with small and medium enterprises.

Richard graduated from Reading University in 2001 with an Honours degree in Geography and holds the CII Diploma in Financial Planning, progressing towards Chartered Financial Planner.

Richard Hallum

Richard Hallum

Financial Planner

Richard Hallum

Richard Hallum

Financial Planner

  • Midlands
  • 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

Richard Hollowood

Managing Director

Richard Hollowood

Richard Hollowood

Managing Director

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

Richard Hollowood is a Managing Director 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 Watkins

Richard Watkins

Financial Planner

Richard Watkins

Richard Watkins

Financial Planner

  • Bristol
  • richard.watkins@closebrothers.com
  • +44 (0) 117 917 0715

Over 20 years’ experience providing comprehensive financial planning advice. Richard's clients range from wealthy families to family businesses, helping them achieve and keep the life they want.

Riitta Hujanen

Riitta Hujanen

Investment Director

Riitta Hujanen

Riitta Hujanen

Investment Director

  • London City
  • riitta.hujanen@closebrothers.com
  • +44 (0) 207 426 4159

Riitta joined Close Brothers Asset Management as Investment Director in July 2012, and was appointed manager of the Close Discretionary Portfolio Balanced Fund 1 April 2013 and of the Growth and Conservative Funds on 24 April 2013.
Before joining CBAM, Riitta held fund management positions at Schroder’s Investment Management and Montanaro Fund Managers in London.

Previously, she was Head of European Equities at OKO Asset Management in Finland and worked at SEB Gyllenberg where she established Finland’s first multi-asset SRI mutual fund.
Riitta holds an MSc. (Pol.) from the University of Helsinki and an MBA in International Finance from the Helsinki School of Economics and Business Administration.

Rob Manning

Rob Manning

Investment Director

Rob Manning

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).

Rob Williams

Rob Williams

Financial Planner

Rob Williams

Rob Williams

Financial Planner

  • Midlands
  • rob.williams@closebrothers.com
  • +44 (0) 167 693 8955

Over 13 years’ international experience providing comprehensive financial planning advice. Rob's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives.

Robert Alster

Robert Alster

Head of Research

Robert Alster

Robert Alster

Head of Research

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

Appointed in 2014, Robert heads up a research team of 11 analysts at CBAM covering equity, fixed income and macro research.

Robert has 25 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.

Robert Simmons

Robert Simmons

National Account Manager

Robert Simmons

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.

Roohi Siddiqui

Roohi Siddiqui

Equity Analyst

Roohi Siddiqui

Roohi Siddiqui

Equity Analyst

  • 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.

She joined Close Brothers Asset Management in April 2014, as a global equity analyst covering the consumer sector in the Research Team. Roohi’s career has spanned over 18 years in finance and equity research across a number of institutions including Lehman Brothers, Schroder Investment Management and Bank of America Merrill Lynch.

Ross Brown

Ross Brown

Financial Planner

Ross Brown

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

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.

His background ranges from banking through to advising high net worth individuals and the commercial sector, helping clients to reach their financial planning objectives.

Russell Brooks

Russell Brooks

Chartered Financial Planner

Russell Brooks

Russell Brooks

Chartered Financial Planner

  • London City
  • russell.brooks@closebrothers.com
  • +44 (0) 207 874 1190

Russell is a Chartered Financial Planner and a Fellow of the Personal Finance Society.

He graduated from Leeds University with a degree in Business Management and has over 15 years’ experience working in the financial services industry. Russell has a wide breadth of experience providing financial planning solutions to assist his clients to achieve their goals and objectives.

He works with a diverse client base encompassing both private investment and corporate financial planning. He specialises in personal investment and retirement planning understanding and anticipating changing requirements through life.

Sam Barton

Sam Barton

Investment Director

Sam Barton

Sam Barton

Investment 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 13 years’ experience in managing UK Smaller Companies funds and portfolios.

Sam holds an Investment Management Certificate and the CISI Diploma. He is also a fellow of the Chartered Institute for Securities and Investments.

Sam Carr

Sam Carr

Financial Planner

Sam Carr

Sam Carr

Financial Planner

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

With over 5 years' experience in the financial services industry, specialising in financial protection and wealth management, Sam dedicates his time to provide holistic financial advice to both private and corporate clients.

Sam Taylor

Sam Taylor

Investment Manager

Sam Taylor

Sam Taylor

Investment Manager

  • London West End
  • 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

Sarah Corney

Chartered Financial Planner

Sarah Corney

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 Coulson

Sarah Coulson

Chartered Financial Planner

Sarah Coulson

Sarah Coulson

Chartered Financial Planner

  • Midlands
  • sarah.coulson@closebrothers.com
  • +44 (0) 167 693 8940

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

Sam Grant-Dalton

Sam Grant-Dalton

Investment Manager

Sam Grant-Dalton

Sam Grant-Dalton

Investment Manager

  • London City
  • sam.grant-dalton@closebrothers.com
  • +44 (0) 207 426 4330

Sam is an Investment Manager and joined Close Brothers Asset Management in 2010. He is a core part of the committee deciding asset allocation, attends company and analyst meetings and has a particular interest in third party fund analysis. Sam is co-fund manager of the Close Brothers Managed fund range.

Sam joined Close Brothers with CIO Nancy Curtin from Fortune Asset ​Management. He studied at Imperial College, London and is a candidate in the Chartered Financial Analyst (CFA) programme.

Sarah Johannesen

Sarah Johannesen

Financial Planner

Sarah Johannesen

Sarah Johannesen

Financial Planner

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

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

Sarah Whitehouse

Sarah Whitehouse

Financial Planner

Sarah Whitehouse

Sarah Whitehouse

Financial Planner

  • Northwich
  • sarah.whitehouse@closebrothers.com
  • +44 (0) 771 065 0923

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

Sean Durrad

Sean Durrad

Investment Manager

Sean Durrad

Sean Durrad

Investment Manager

  • London City
  • sean.durrad@closebrothers.com
  • +44 (0) 207 426 4048

Sean holds a Bachelor of Commerce, with majors in Money and Banking, Corporate Finance and International Business Economics. He worked in the listings department of the Channel Islands Stock Exchange focusing on Open and Close-ended funds, as well as debt vehicles. Sean Joined Psigma Investment Management in June 2012 to manage private client portfolios. He subsequently moved to Close Brothers Asset Management in July 2019 as an Investment Manager to assist in growing the business.

Sean is a Chartered member of the CISI, holding a Masters in Wealth Management. He is also currently progressing through his MBA with the IE Business School in Madrid.

Sebastian Ladimeji

Sebastian Ladimeji

London and South East | Business Development Director

Sebastian Ladimeji

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

Sebastian Moore

Assistant Investment Manager

Sebastian Moore

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

Seton Craven

Managing Director

Seton Craven

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 Duncan

Simon Duncan

Financial Planner

Simon Duncan

Simon Duncan

Financial Planner

  • Bristol
  • simon.duncan@closebrothers.com
  • +44 (0) 117 917 0719

Over 20 years’ experience providing comprehensive financial planning advice. Simon's clients range from young professionals to retired business owners and farmers, helping them to reach their financial planning objectives.

Stef Goodwin

Financial Planner

Stef Goodwin

Financial Planner

  • Midlands
  • 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.

Simon Lloyd

Simon Lloyd

South West and South Wales | Business Development Director

Simon Lloyd

Simon Lloyd

South West and South Wales | Business Development Director

  • Bristol
  • simon.lloyd@closebrothers.com

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. 

Stephen Burton

Stephen Burton

Financial Planner

Stephen Burton

Stephen Burton

Financial Planner

  • Northwich
  • stephen.burton@closebrothers.com
  • +44 (0) 160 681 0355

Over 24 years’ experience providing financial planning advice. Part of our Telephone Advice Service, Stephen has the ability to speak with a wide range of clients from all over the UK, helping them to reach their financial planning objectives.

Stephen Fairclough

Stephen Fairclough

Financial Planner

Stephen Fairclough

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

Stephen Hayde

Investment Director

Stephen Hayde

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

Stephen Wightman

Chartered Financial Planner

Stephen Wightman

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

Stephen Wood

Investment Director

Stephen Wood

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 Hewitt

Steve Hewitt

Midlands | Business Development Director

Steve Hewitt

Steve Hewitt

Midlands | Business Development Director

  • London City
  • steve.hewitt@closebrothers.com
  • +44 (0) 790 862 0002

Steve Hewitt joined Close Brothers in February 2011 as Business Development Director for the Midlands. Steve has 25 years comprehensive experience in a variety of IFA facing roles. He joined Close from Standard Life, where he spent over 10 years in IFA sales leadership roles - most recently he had owned the lead relationships with major bank & wealth manager proposition partners.Prior to that Steve was Sales Manager for the UK Bank Distribution Team, and spent 4 years as IFA Area Sales Manager in the East Midlands Region.Steve has also previously worked for both Norwich Union and Equity & Law in intermediary facing roles.

Steve Leonard

Steve Leonard

Chartered Financial Planner

Steve Leonard

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

Steven Ford

Financial Planner

Steven Ford

Steven Ford

Financial Planner

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

Over 25 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.

Stewart Crockett

Stewart Crockett

Regional Director - Scotland and North-East England

Stewart Crockett

Stewart Crockett

Regional Director - Scotland and North-East England

  • Northwich
  • stewart.crockett@closebrothers.com
  • +44 (0) 141 343 3530

An experienced Financial Planner providing comprehensive financial planning advice. Stewart's clients range from business owners
to retirees, helping them to reach their financial planning objectives.

Stuart McGinnis

Stuart McGinnis

Financial Planner

Stuart McGinnis

Stuart McGinnis

Financial Planner

  • Edinburgh
  • stuart.mcginnis@closebrothers.com
  • +44 (0) 771 579 9314

Over 5 years’ experience providing comprehensive financial planning advice. Stuart's clients range from young professionals to clients at or in retirement, helping them to reach their financial planning objectives.

Stuart Williams

Stuart Williams

Practice Director

Stuart Williams

Stuart Williams

Practice Director

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

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

Tim Dickens

Tim Dickens

Investment Specialist

Tim Dickens

Tim Dickens

Investment Specialist

  • London City
  • tim.dickens@closebrothers.com
  • +44 (0) 207 426 4057 

Tim Dickens joined Close Brothers in September 2016 as an Investment Specialist, providing regulated investment advice across our investment propositions. Tim brings 10 years of private client investment management experience, having worked as a Discretionary Wealth Manager at HSBC Global Asset Management and Ashcourt Rowan.

Tim is a Chartered Wealth Manager, a member of the Chartered Institute for Securities & Investment and has a First Class degree in Business from UWE in Bristol.

Tim Eliot-Cohen

Tim Eliot-Cohen

Managing Director

Tim Eliot-Cohen

Tim Eliot-Cohen

Managing Director

  • London West End
  • 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.

Tom Comins

Tom Comins

Managing Director

Tom Comins

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 Hewitt

Financial Planner

Tom Hewitt

Financial Planner

  • Northwich
  • tom.hewitt@closebrothers.com
  • +44 (0) 160 681 0100

Over 10 years’ experience providing comprehensive financial planning advice. Tom's clients range from private individuals to business owners, helping them to reach their financial planning objectives.

Tom Santa-Olalla

Tom Santa-Olalla

Investment Specialist

Tom Santa-Olalla

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.

Tony Boyd

Tony Boyd

Financial Planner

Tony Boyd

Tony Boyd

Financial Planner

  • Northwich
  • tony.boyd@closebrothers.com
  • +44 (0) 160 681 0153

Over 9 years’ experience providing financial planning advice. Being a desk based adviser has given Tony the ability to speak with a wide range of clients from all over the UK, helping them to reach their financial planning objectives.

Tony Whincup

Tony Whincup

Investment Specialist

Tony Whincup

Tony Whincup

Investment Specialist

  • 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.

Valeria Moore

Valeria Moore

Equity Analyst

Valeria Moore

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)

Victoria Atherton

Financial Planner

Victoria Atherton

Financial Planner

  • Midlands
  • victoria.atherton@closebrothers.com
  • +44 (0) 7718 113 805

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

Weixu Yan

Weixu Yan

Investment Manager

Weixu Yan

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.

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