CLOSE ASSET MANAGEMENT LIMITED

Managing your clients' portfolios
Our investment team consists of over 40 portfolio managers, with an average of 17 years'  experience, making them one of Sorry, the image used here has been deleted. Please edit the article or contact the owner of the article to rectify the problemthe most experienced in the industry. We have developed a strong team culture, whilst allowing individual portfolio manager freedom. Where necessary, we utilise external investment expertise to strengthen our capabilities. We work closely with you and your clients to understand their investment goals, circumstances and attitude to risk. Additionally, Close Asset Management Limited will take on the responsibility for the provision of appropriate investment advice, reducing your business risk.

Your clients' relationship with Close'
Close are committed to supporting you and your clients in the way that works best for your business.
Close Asset Management Limited was voted 'Best Discretionary Wealth Manager' by the readers of What Investment magazine in both 2008 and 2009.
All clients receive:

  • An experienced investment professional managing their account
  • Support and backup from our dedicated private client team
  • Regular review meetings, or upon request
  • A dedicated relationship manager who offers a day-to-day service
  • An ongoing consultative relationship
  • Clear and concise reporting – valuations and tax reports
  • Online valuation access

Partnering with Close Asset Management

Benefits for your business

  • Professional discretionary management with proven credentials and scale
  • Satellite specialist products to give your clients' extra investment options
  • Reduce your business and regulatory burdens
  • Single point of contact for all business issues
  • Access to Close Asset Management’s research and investment expertise
  • Reduce regulatory (inc MIFID, RDR, TCF) and compliance risks
  • Flexibility to use your preferred product wrappers and platforms

Benefits for your clients

  • Personal solution constructed from a whole array of investment opportunities
  • Comprehensive full-time portfolio management
  • Use of investment funds and securities from across the industry and capital markets
  • Simplicity, as client can get a full suite of wealth, financial and investment tools from one provider
  • Investment management that fits within tax wrappers or financial products you choose
  • 'Clean fee' structure; transparent fee schedule and benefits of institutional buying power
  • Clear relationship structure with Close 'behind the scenes' '
To find out more about Close and how we can help you, please contact our team.

Frank Potaczek - Intermediary Client Adviser
Direct line: 020 7426 4332
Mobile: 07896 620617
Fax: 0207 426 4760
Email: frank.potaczek@closeam.com

Close Asset Management Limited (Company No 1644127) is registered in England and Wales, is authorised and regulated by the Financial Services Authority and is a subsidiary of Close Brothers Group plc. Close Asset Management Limited is a member of the Close Asset Management group and has its registered office at 10 Crown Place, London EC2A 4FT. VAT Registration No 245 5013 86.

DISCLAIMER

The information on this page is for advisers only and should not be relied upon by individuals.