Close Brothers Asset Management
Company description
Close Brothers Asset Management is an active, long-term, multi-asset class investor with a successful history of creating value for our clients, based on our research-driven investment process.
We place a focus on research and have a dedicated in-house team of analysts who support our Investment Managers through their expertise, objectivity and oversight, as well as providing an independent, focused, dynamic source of new investment ideas and themes.
We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.
We are one of the UK’s largest and longest established providers of high-quality investment management services. We manage over £17.7bn* on behalf of professionals, business owners, individuals, charities and families.
We are part of the Close Brothers Group plc, one of the leading merchant banks in the UK, providing lending, deposits, wealth management and securities trading services. Listed on the London Stock Exchange and a member of the FTSE 250 Index, the Group is invested in Close Brothers Asset Management’s continued expansion and growth.
* As at 31 January 2024
Services available
See investment management overview - https://www.closebrothersam.com/media/ewnlrs1x/cbam5395-investment-management-overview.pdf
Discretionary Services
- Bespoke Investment Management Service
The Bespoke Investment Management service is intended for clients with £500,000 + of AUM who require a discretionary portfolio service, potentially with a personal relationship with their Investment Manager, who can have suitability as well as portfolio management responsibility.
The service is provided by over 85 Investment Managers, spread across 9 teams and offices, supported by dedicated desk based staff and CBAM’s wider Investment team resource.
- Close Inheritance Tax Service
The Close Inheritance Tax Service (CITS) is a specialist, discretionary investment management service designed to provide accelerated relief from IHT by investing in Business Property Relief (BPR) qualifying shares quoted on the Alternative Investment Market (AIM) and the Aquis Stock Exchange Growth Market (AQSE).
CITS is one of the longest running AIM-based IHT services on the market, and the Service has a successful track record. Since its launch in March 2001, it has proved effective in protecting clients’ estates from IHT.
https://www.closebrothersam.com/financial-advisers/our-services/close-inheritance-tax-service
- Fund range
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