Close Brothers Asset Management

Services Provided

  • Discretionary

Location

  • 1 UK Location

Investment

  • Wealth Manager, Investment Manager
  • Founded

Pooled Accounts

  • Minimum Account £500K
  • Assets Under Management £0
  • Number Of Clients 0

Segregated Accounts

  • Minimum Account £1.5M
  • Assets Under Management £300M
  • Number Of Clients 80

About Close Brothers Asset Management

Close Brothers Asset Management (CBAM) is part of Close Brothers Group, a FTSE 250 specialist financial services group, established in 1878.

CBAM provides investment management and wealth structuring services, and manage assets worth £11.8bn (as at 31st December 2018). As well as charitable trusts, our clients include private clients and their families and institutions. Conservatism and prudence underpin our approach to asset management.

We focus on the robustness of our investment process and the expertise and dedication of experienced investment managers to deliver a bespoke, personal and appropriate investment service to our clients.

Our Philosophy

Close Brothers’ investment philosophy is guided by a focus on prudent investment management, and a diversified, active and collaborative approach.

We believe that the combination of diversification and the assessment of Environmental, Social and Governance (ESG) criteria is fundamental to generating the best risk-adjusted returns over the longer-term, whilst also helping to mitigate the level of risk from financial markets.

Our focus will be on delivering real returns – that is, aiming to deliver returns in excess of inflation, as per the mandate, while taking the least possible level of risk and focussing on making a positive social and/or environmental impact.

Charities will enjoy a combination of an institutional investment style with a focus on excellence in client service.