Close Brothers Asset Management Email Format

Financial ServicesEngland, United Kingdom201-500 Employees

Close Brothers Asset Management delivers investment management and financial planning services to a UK client base that includes individuals, families, business owners and charities. The firm emphasizes clear, objective guidance aimed at helping clients meet their financial objectives while balancing today’s needs with future security. It operates within the financial services sector as part of Close Brothers Group plc and is authorized and regulated by the Financial Conduct Authority, with the London-based business using the Close Asset Management Limited and Close Asset Management (UK) Limited entities under that umbrella. 

Based in London, England, the firm also maintains a presence in the broader group’s network, including a Guernsey-registered entity licensed by the Guernsey Financial Services Commission for investment business. In 2024, CBAM expanded its footprint with a bespoke high-net-worth advisory office in Winchester, reflecting ongoing growth in its advisory capabilities for wealth management clients. The overall positioning places CBAM as a UK-focused asset manager offering bespoke investment management and financial planning services within a regulated, multi-entity corporate structure.

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