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Investment Services for High Net Worth Individuals


For private clients and trusts with over £500,000 to invest we can offer a personal and independent service, focused on achieving their investment objectives.

Our experienced investment managers work closely with clients and their professional advisers, to establish long-term financial goals and agree clear performance benchmarks.

Whether investors require income, capital growth or a balance of the two, we will create a personalised investment strategy based on a range of products and services, including:


individual savings accounts (ISA)
investment or unit trusts
managed portfolios
personal equity plans (PEP)

Acting on a discretionary basis, our investment managers deliver a high level of personal attention to a small number of clients. Regular reports, efficient administration and competitive charges reinforce our commitment to delivering a quality service.

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Copyright © 2007 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.