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Insights

Expansion to Winchester Close Brothers Group recently expanded its offices to Winchester, United Kingdom, indicating potential growth in the bespoke investment management sector. This expansion presents an opportunity for partnership or sales introduction to companies operating in the Winchester area.

New Client Acquisition Close Brothers Asset Management (CBAM) has signed Objectway Financial Software S.p.A. as a new client for its portfolio management solution. This signals a willingness to onboard innovative solutions, presenting an opportunity to introduce complementary products or services to Objectway's client base.

Key Personnel Appointment Close Brothers Group appointed Marcelo Rodrigues as managing director for Scotland, responsible for HNW advice across the country. Leveraging this new appointment, sales development representatives can explore partnership opportunities with Marcelo to enhance the HNW advisory services offered by Close Brothers Asset Management in Scotland.

Strategic Partnership with SEI Close Brothers Asset Management has entered a partnership with SEI, indicating a focus on collaboration and joint ventures. This partnership presents an opportunity for exploring synergies and cross-selling opportunities with SEI's client base.

Talent Acquisition Close Brothers Group hired Francesca Bartholdi, bringing expertise from Investec Wealth, to its London Mayfair office. This recruitment signals a focus on strengthening the advisory team. Sales representatives can leverage Francesca's experience to introduce tailored financial solutions to high-net-worth clients within Close Brothers Asset Management.

Similar companies to Close Brothers Asset Management

Close Brothers Asset Management Tech Stack

Close Brothers Asset Management uses 8 technology products and services including Quantcast Audience, Google Analytics, Highcharts, and more. Explore Close Brothers Asset Management's tech stack below.

  • Quantcast Audience
    Analytics
  • Google Analytics
    Analytics
  • Highcharts
    Javascript Graphics
  • List.js
    Javascript Libraries
  • Amazon ALB
    Load Balancers
  • Amazon Web Services
    Platform As A Service
  • HSTS
    Security
  • Quantcast
    System Analytics & Monitoring

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 EC2A 4FT GB. The company has employees across 5 continents, including EuropeNorth AmericaAfrica.

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.

How much revenue does Close Brothers Asset Management generate?

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As of September 2024, Close Brothers Asset Management's annual revenue reached $750M.

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 September 2024, Close Brothers Asset Management has approximately 832 employees across 5 continents, including EuropeNorth AmericaAfrica. Key team members include Chief Executive Officer: E. R.CIO Multi Manager: T. G.Chief Operating Officer: G. C.. 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 AudienceGoogle AnalyticsHighchartsList.jsAmazon ALBAmazon Web ServicesHSTSQuantcast.

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 . Find more Close Brothers Asset Management email formats with LeadIQ.
Close Brothers Asset Management

Close Brothers Asset Management

Financial ServicesEngland, United Kingdom501-1000 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 EC2A 4FT GB
Phone number
NAICS Code
52 - Finance and Insurance
Employees
501-1000

Section iconFunding & Financials

  • $100M$1B

    Close Brothers Asset Management's revenue is in the range of $100M$1B

Section iconFunding & Financials

  • $100M$1B

    Close Brothers Asset Management's revenue is in the range of $100M$1B

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