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Close Wealth Management Group (CWMG) through its offices in London, Manchester
and Birmingham provide a bespoke discretionary investment service for medium
to high net worth individuals through personal portfolios, SIPPs, family settlements,
and PEPs/ISAs.

Our clients’ portfolios are constructed to meet their specific investment needs with an emphasis on a high level of personal service and performance and have a number of demonstrable track records.

Please follow the links on the left to explore our website.
You can also access current and past Market Reviews.



Copyright © 2008 Close Wealth Management Group - All rights reserved.
Close Wealth Management Group is the trading name of a group of companies that includes Close Private Asset Management Limited which is authorised and regulated by the Financial Services Authority and is a subsidiary of Close Brothers Group plc. Close Private Asset Management Limited is registered in England No.1644127. Registered office 10 Crown Place London EC2A 4FT. A member of the Association of Private Client Investment Managers and Stockbrokers (APCIMS).



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