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About Us
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| Investment expertise, personal service |
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Close Wealth Management Group, which includes Close Private Asset Management, Close Wealth Management and Close Private Bank, is part of Close Brothers Group plc,
an independent merchant banking group listed on the London Stock
Exchange.
Founded in the City of London 120 years ago, Close Brothers
is now among the largest companies by market capitalisation
listed on the London Stock Exchange.
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| The high net worth discretionary
service provides bespoke asset management services to private
investors, trusts, pensions and charities. The Group
has over £3.4 billion under management as at 31st July 2007. We take a personal
approach to asset management, to help all of our clients to achieve
their individual investment goals.
Our fund managers work with clients and their advisers to
create tailored investment portfolios. We take the time to discuss
your circumstances and needs in depth so that we can construct
an appropriate spread of assets. Quality service and consistency
of performance is our aim.
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Copyright
© 2008 Close Wealth Management Group - All rights reserved.
Close Private Asset Management Limited is authorised and regulated by the Financial Services Authority and offers services only available in the UK. Close Private Asset Management Limited is registered in England No 1644127, with its registered office at 10 Crown Place, London EC2A 4FT and is a subsidiary of Close Brothers Group plc. It is a member of APCIMS. Close Wealth Management Group is the trading name of a group of companies that includes Close Private Asset Management Limited. |
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