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Fund Management


CWMG manages assets on behalf of Private Individuals, Charities, Pension Funds and small institutions. You can view the split between different types of assets by viewing our Funds Under Management option, which is updated periodically.

Our performance figures, which are updated annually, illustrate our position relative to the UK Equity Market (FT All Share Index) and the CAPS (Pension Industry Standard) Median Manager. Please click on the 'Pension Funds' option for more details.


Funds under management

Stock selection process

Company research



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.