Tailored to you

Mostly suited to former Partners, we provide a truly personal and customised investment service to help protect and grow your wealth.

Depth of expertise

Each investment manager is a highly qualified and seasoned investment professional with experience of guiding clients and their portfolios through different market conditions. Investment managers are supported by our in-house dedicated global securities research team, and by our experts in tax-efficient and specialist investments.

Portfolio construction

A bespoke investment portfolio, constructed to take into account your circumstances, attitude and capacity for risk, considerations and objectives;

  • Managed on a discretionary basis, enabling your investment manager to respond promptly to changing market and economic conditions
  • Can reflect your preferences towards ethical matters, target income yield, tax crystallisation, trusts and timing of commitments when investing from cash
  • An investment philosophy with a proven track record*

*Past performance is not a reliable indicator of future performance.

Get in touch

Our dedicated team is there to help you at each stage of your career and beyond. Contact the team by phone (08:00–18:00 Monday to Friday).

0800 028 8960


PwCSupport@closebrothers.com

Fees and charges

The fees will depend on your specific needs, the underlying investments in your portfolio and the complexity of the work involved. The fees agreed for PwC Partners are as follows:

Amount invested with Close Brothers My WealthPartner Bespoke investment management annual charge Close Brothers standard Bespoke investment management annual charge 
£0 - £500,000 0.90% 1%
£500,001 - £1,000,000 0.90% 1%
£1,000,001 - £2,000,000 0.80% 1%
£2,000,001+ 0.70% 1%

As part of the My WealthPartner service, which is not available to other Close Brothers clients, there is also a cap on fees if you take advice, custody and investment services from Close Brothers. This cap is shown in the table below and applies to the ongoing advice fee, annual investment management charge and the custody and administration charges.

There can be additional costs for investment management in addition to the annual management charge and the total cost will vary depending on which investments are used. Please note that VAT has to be charged for investment management and advice on discretionary managed portfolios. Full details of all charges will be discussed with you and set out in a comprehensive report before you take up any of our services.

 Amount invested with Close Brothers  Integrated wealth management fee cap (annual charge)
 £0 - £500,000  1.30%
 £500,001 - £1,000,000  1.30%
 £1,000,001 - £2,000,000  1.10%
 £2,000,0001+  0.90%

Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future returns and you could get back less than invested. Click here to understand the risks associated with investing.

If you are accessing our services and products or website from outside the UK, please note that these are intended for UK investors. For more information, please refer to the Legal centre.

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