Close Brothers Asset Management

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Company description

Close Brothers Asset Management is one of the UK’s largest and longest established providers of  investment management services. As at 31 July 2022, we had total client assets of £15.3 billion, managed on behalf of private clients, charities, trusts, and family offices.

We provide a wide range of investment solutions, including our Bespoke Investment Management Service and Inheritance Tax Service. Our Fund range include the Close Portfolio Funds (Directly invested), Close Managed Funds (Multi-manager) and Tactical Select Passive (Passive funds,actively managed). 

We are active, long-term, multi-asset class, conservative investors with a successful history of creating value for our clients, based on our research-driven investment process. Through organic growth, acquisitions, and new hires, we have continually expanded our expertise, range of products and services and investment offices. Our 750+ employees manage investments and support our clients from our 11 offices located across the UK. 

Services available

Discretionary Services

Fund range

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