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Our Investment Philosophy


Our aim is to offer an asset management service which outperforms indices on a consistent long term basis. We do this through disciplined but flexible investment by experienced fund managers with a proven track record. Our goal is to exceed or match expected returns consistent with the client's risk profile.

We believe that investors can expect higher long term rates of return from equities than from cash or bonds. We think that the influence of sector and stock selection is likely to increase in importance and that international diversification is appropriate at certain times. We also believe in the use of specialist funds where appropriate.


Our investment solutions   Investment Process


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.