Family Office · Edinburgh, United Kingdom
Close Brothers Asset Management is a UK-based wealth management firm and a division of Close Brothers Group plc, headquartered in London. Established as part of the broader Close Brothers Group, the company provides a range of financial services including investment management, financial planning, and retirement solutions to private clients, professionals, and businesses. It is known for its personalized approach and strong client relationships, managing billions in assets and serving clients through offices across the UK. The firm has received industry recognition for its service quality and has continued to expand its offerings, with recent initiatives focusing on digital innovation and sustainable investment strategies.
Customer segments
Institutional investors, FCA authorised intermediaries, Retail clients
Geography
UK
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Close Brothers Asset Management deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. Claude Fundraiser tracks Close Brothers Asset Management alongside 45,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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