Close Brothers Asset Management

CLOSE BROTHERS – CLOSE BROTHERS ASSET MANAGEMENT
Established in 1878, Close Brothers is a specialist financial services group that makes loans, trades securities and provides investment management solutions to a wide range of clients. Close Brothers Group plc is listed on the London Stock Exchange and is a member of the FTSE 250.

Close Brothers Asset Management brings together the Group’s established asset management businesses and provides a full range of advice, investment management and self-directed services to private and corporate clients and professional advisers. It has specialised in managing client portfolios for over 40 years, and its investment team is supported by more than 550 staff working from nine offices. In 2008, 2009 and 2010, it won the ‘What Investment’ award for best discretionary wealth manager and, more recently, the ‘Client Service Quality Award – High Net Worth, Quality & Clarity of Reporting’ category at the 2013 and 2015 Private Asset Managers (PAM) awards for its Bespoke offering to clients with over £1 million to invest.

INVESTMENT PHILOSOPHY
Close Brothers Asset Management believes that accessing a broad range of asset classes offers the best investment opportunities. It is an active investment manager and, rather than just following the latest trends, its aim is to seek out and thoroughly research the best investment opportunities no matter where they may be found. It has been managing assets this way for over 40 years and knows that the foundation for delivering consistent investment performance is a combination of expertise, experience and effective risk controls. Whether you want to preserve your wealth, grow it or generate income, Close Brothers Asset Management’s consistent and rigorous investment process can help you achieve your goals.

Close Brothers Asset Management is a trading name for Close Asset Management Limited.

VAM Discretionary Fund Management Service

VAM has a range of discretionary funds to meet the needs of international advisers wishing to take a discretionary fund management approach to preserving their clients’ wealth and maintaining the potential for rewards, whilst reducing the risk to which they are exposed.

VAM Discretionary Funds

Each fund in the VAM Discretionary Funds’ range is designed to suit a specific risk profile and investment preference, and provides an all-in-one portfolio for those seeking capital preservation or growth.

Guide to Risk

View the ‘Guide to Risk’ publication

Client E-Brochure

View our E-brochure on the VAM Discretionary Funds’ service offering.

Fund Prices and Literature

View VAM Close Brothers Funds’ prices, performance data, fact sheets and other sales aids.