Close Brothers Asset Management

Close Brothers Asset Management is one of the UK’s largest and longest established providers of investment management services. We provide a wide range of investment solutions, including Unitised Funds, Bespoke Investment Management Service and the Close Inheritance Tax Service, managed by 80+ investment professionals with a proven track record and a long experience in investment management.

We are active, long-term, multi-asset class, conservative investors with a successful history of creating value for our clients, based on our research-driven investment process. Through organic growth, acquisitions, and new hires, we have continually expanded our expertise, range of products and services and investment offices. Our 750+ employees manage investments and support our clients from our 15 offices located across the UK.

Responsible Investment Policy

Our responsible investment philosophy is rooted in our objective to help our clients meet their financial goals by being an active and effective steward of their capital. We seek to protect our clients’ investments and to capitalise on opportunities to increase their wealth. These risks and opportunities include Environmental, Social and Governance (ESG) related issues, that is, the risks and opportunities that may arise from how entities in our investment universe interact with their stakeholders and the societies and environments in which they operate.