Close Brothers Asset Management

Close Brothers Asset Management

Close Brothers Asset Management

Founded in 1987 by a team of finance specialists, Close Brothers Asset Finance has grown to become a leading asset finance company in the UK. While the team may have increased, the same founding principles remain – we provide asset finance for businesses that we fully understand and offer practical solutions that enable them to succeed. Having specialist knowledge means we are able to give prompt decisions, letting our customers get on with doing what they do best.

Company details

10 Exchange Square, Primrose Street , London , EC2A 2BY United Kingdom
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Business Type:
Service provider
Industry Type:
Environmental Finance
Market Focus:
Nationally (across the country)
Year Founded:

An overall financial service built around you

We offer a broad range of services to help manage your wealth and achieve your financial and lifestyle objectives. Our financial advice, investment management and self-directed services can be used separately or as an integrated service. You choose according to your preferences.

Our financial advice and investment management services are provided by highly qualified professionals with a long experience of serving clients through different economic cycles. Our advice and investment capabilities have been recognised by a number of industry awards.

We tailor our services to clients with different levels of wealth throughout the UK and believe in building long-term relationships with our clients based on trust and high levels of service. Our charges are transparent enabling clients to make informed decisions about the services they want.

Personal Financial Planning Advice

Individual advice from a highly-experienced, personal financial adviser who will create a plan to help secure your financial future and achieve your lifetime goals. We provide holistic advice across investments, tax planning, inheritance, pensions and retirement planning. An individual’s tax treatment depends on their own circumstances and are subject to change which could reduce any benefits gained in the future.

Bespoke Portfolio Service

A specialised investment service in which your personal investment manager will construct and manage your own unique investment portfolio. We will work closely with you to ensure we understand your specific requirements and adapt our approach as your personal circumstances evolve.

Close Brothers Asset Management is part of Close Brothers Group, a specialist financial services group which lends money, trades securities and provides advice and investment management solutions to a wide range of clients.

Close Brothers Group plc is listed on the London Stock Exchange and is a member of the FTSE250. It was established in 1878 and today employs over 2,500 people, principally in the UK.

Close Brothers Asset Management advises, manages or administers over £8 billion of assets, predominantly for private clients in the UK (at 31st October 2011).

Strength you can rely on

We are large enough to provide clients with the reassurance that comes from our scale of resources and our long experience, yet we are small enough to provide a truly personal service to each client.

We have a large and experienced team of over 120 financial advisers and over 50 investment professionals. They are supported by a total of more than 580 staff working from 11 offices throughout the UK.

Our track record

We have provided financial advice and investment management for over 40 years.

We look to build long-term relationships with our clients. Our success can be measured by the fact that our clients often refer us to their friends and family.

Our advisers and investment professionals have accumulated extensive experience in a range of different economic and market cycles which means that our services can endure over time and can work in ‘down’ as well as ‘up’ markets. Please note past performance is not a reliable indicator of future results.