Insights

Growing Client Base Close Brothers Asset Management is expanding its physical presence with new offices in Winchester and Scotland, indicating a focus on attracting high net worth clients and increasing their market share in the UK wealth management sector.

Strategic Technology Adoption Recent partnerships with fintech providers like Objectway and SEI suggest the company is investing in advanced portfolio management and digital solutions, providing opportunities to supply innovative financial technology tools or services.

Portfolio Management Focus The company's recent selection of portfolio management software and deals with client asset sales imply a strong emphasis on modernizing and expanding their investment management offerings, opening avenues for advanced analytics, AI, and data analysis solutions.

Market Positioning With a revenue range between one billion and ten billion dollars and a sizable employee base, Close Brothers Asset Management is positioned as a key player among large wealth managers, presenting opportunities to deliver premium financial products and consulting services tailored for high-value clients.

Leadership & Talent Development The hiring of senior executives in Scotland and London highlights a focus on strengthening local advisory teams and expertise, which could be leveraged to promote specialized consulting, training, and employee engagement solutions that enhance service delivery.

Close Brothers Asset Management Tech Stack

Close Brothers Asset Management uses 8 technology products and services including Quantcast Measure, Amazon Web Services, Babel, and more. Explore Close Brothers Asset Management's tech stack below.

  • Quantcast Measure
    Analytics
  • Amazon Web Services
    Cloud Hosting
  • Babel
    Development
  • jQuery Migrate
    Javascript Libraries
  • Moment.js
    Javascript Libraries
  • Windows Server
    Operating Systems
  • reCAPTCHA
    Security
  • Google Tag Manager
    Tag Management

Media & News

Close Brothers Asset Management's Email Address Formats

Close Brothers Asset Management uses at least 1 format(s):
Close Brothers Asset Management Email FormatsExamplePercentage
First.Last@closebrothersam.comJohn.Doe@closebrothersam.com
65%
F.Last@closebrothersam.comJ.Doe@closebrothersam.com
34%
First.L@closebrothersam.comJohn.D@closebrothersam.com
1%

Frequently Asked Questions

Where is Close Brothers Asset Management's headquarters located?

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Close Brothers Asset Management's main headquarters is located at 10 Crown Place Liverpool Street England London, England ec2a 4ft United Kingdom. The company has employees across 5 continents, including EuropeNorth AmericaAsia.

What is Close Brothers Asset Management's phone number?

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You can contact Close Brothers Asset Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Close Brothers Asset Management's official website and social media links?

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Close Brothers Asset Management's official website is closebrothersam.com and has social profiles on LinkedIn.

What is Close Brothers Asset Management's NAICS code?

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Close Brothers Asset Management's NAICS code is 52 - Finance and Insurance.

How many employees does Close Brothers Asset Management have currently?

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As of March 2026, Close Brothers Asset Management has approximately 385 employees across 5 continents, including EuropeNorth AmericaAsia. Key team members include Ceo: M. A.CIO Multi Manager: T. G.Chief Financial Officer: A. S.. Explore Close Brothers Asset Management's employee directory with LeadIQ.

What industry does Close Brothers Asset Management belong to?

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Close Brothers Asset Management operates in the Financial Services industry.

What technology does Close Brothers Asset Management use?

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Close Brothers Asset Management's tech stack includes Quantcast MeasureAmazon Web ServicesBabeljQuery MigrateMoment.jsWindows ServerreCAPTCHAGoogle Tag Manager.

What is Close Brothers Asset Management's email format?

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Close Brothers Asset Management's email format typically follows the pattern of First.Last@closebrothersam.com. Find more Close Brothers Asset Management email formats with LeadIQ.

Close Brothers Asset Management

Financial ServicesEngland, United Kingdom201-500 Employees

Expert investment management and financial planning. We’re proud to work with some of the most successful individuals, families, businesses and charities in the UK, and are committed to providing clear advice and solutions for their financial objectives.

We bring clarity for life and ensure our clients get the most out of today, but not at the expense of tomorrow.

Follow us on:
Twitter - @CloseBrothersAM 
Instagram - @LifeAtCBAM


The value of investments can go up or down and you may get back less than you invest.

Close Brothers Asset Management is a trading name of Close Asset Management Limited (Registered number: 01644127) and Close Asset Management (UK) Limited (Registered number: 02998803). Both companies are part of Close Brothers Group plc, are registered in England and Wales and are authorised and regulated by the Financial Conduct Authority; Financial Services registration numbers 119329 and 175827 respectively. Financial Education Services and the Close Tax Service are not regulated by the Financial Conduct Authority. Registered office: 10 Crown Place, London EC2A 4FT. Close Brothers Asset Management (Guernsey) Limited (Registered number: 68599) is licensed by the Guernsey Financial Services Commission for investment business. Its address is Bucktrout House, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WR. VAT registration number: 245 5013 86.

Section iconCompany Overview

Headquarters
10 Crown Place Liverpool Street England London, England ec2a 4ft United Kingdom
Phone number
NAICS Code
52 - Finance and Insurance
Employees
201-500

Section iconFunding & Financials

  • $1B$10B

    Close Brothers Asset Management's revenue is estimated to be in the range of $1B$10B

Section iconFunding & Financials

  • $1B$10B

    Close Brothers Asset Management's revenue is estimated to be in the range of $1B$10B

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