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 financial planning, investment management, and advisory services 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 a network of regional offices across the UK. The firm has received industry recognition for its investment performance and client service, maintaining a solid reputation in the wealth management sector. Recent developments include continued growth in assets under management and the expansion of its digital service offerings.
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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