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About Close Brothers Asset Management

Expert financial planning and investment management

We provide award-winning financial planning and advice, investment management, and online investing services – helping clients to secure their financial future. We manage more than £17.3 billion* on behalf of individuals, families and trustees.

Our aim is to help people with their financial goals at every life stage, providing clarity and clear direction in the complex world of money and investing.

We are delighted to introduce you to My WealthPartner. A valuable service exclusively for PwC Partners, former Partners and their immediate family members.

Since its launch in August 2018, more than 190 PwC Partners, and over 220 of their immediate family members, have been enjoying the benefits of this service.

We are part of Close Brothers Group plc, a leading UK merchant banking group. Established in 1878, we believe our traditional merchant banking values, based on service and integrity, continue to be relevant today.

*at 31 July 2023

Benefits of working with us

  • PwC knowledge – our team of experienced Close Brothers financial planners and investment managers understand PwC, Partners, your benefits and your independence requirements

  • Easy access to compliant investing – every My WealthPartner service has been designed with your needs in mind and to make investing easy and compliant

  • PwC governed – the My WealthPartner service is governed by PwC, with regular reporting, oversight and management as well as reviews for service enhancement and development

  • Competitive pricing – all services are offered at competitive prices

  • Designed for every Partner – via the five different services within My WealthPartner, there is something for every Partner and every life stage

  • Valued by Partners – since its launch in August 2018, over 190 Partners, and more than 220 of their immediate family members, use and value the service
We think it is excellent - responsive, and helpful as well as the compliance/investment benefits. Particular thanks to the team, who have all been great to deal with.
Partner, September 2023
Register for our Online, self-directed service here.
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Access your existing online account here.

Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.