Expert investment management and financial planning. We’re proud to work with some of the most successful individuals, families, businesses and charities in the UK, and are committed to providing clear advice and solutions for their financial objectives.

We bring clarity for life and ensure our clients get the most out of today, but not at the expense of tomorrow.

Follow us on:
Twitter - @CloseBrothersAM 
Instagram - @LifeAtCBAM


The value of investments can go up or down and you may get back less than you invest.

Close Brothers Asset Management is a trading name of Close Asset Management Limited (Registered number: 01644127) and Close Asset Management (UK) Limited (Registered number: 02998803). Both companies are part of Close Brothers Group plc, are registered in England and Wales and are authorised and regulated by the Financial Conduct Authority; Financial Services registration numbers 119329 and 175827 respectively. Financial Education Services and the Close Tax Service are not regulated by the Financial Conduct Authority. Registered office: 10 Crown Place, London EC2A 4FT. Close Brothers Asset Management (Guernsey) Limited (Registered number: 68599) is licensed by the Guernsey Financial Services Commission for investment business. Its address is Bucktrout House, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WR. VAT registration number: 245 5013 86.

Investment Management

Close Brothers Asset Management

Eddy Reynolds

Iain Clark

Rob McGlone

Sean McCausland

Kevin Rogerson

Tracey H.

Gary Callow

Ed Mawle

James Tulloch

George Davies

Nic Heath

Lucy Katzarova

Leanne Hallworth

Julian Connelly

Sebastian Moore

Thomas B.

Ben Lomas

David Mellett Chartered Fcsi

Amy Lazenby

Anthony Adams

Roohi Siddiqui

Catherine Parry

Nathanael Pinder

Krishna Kumar

Richard Taylor

Gregg Clarke

The Operations and Support Team at Close Brothers Asset Management is dedicated to ensuring smooth and efficient internal processes that underpin the delivery of investment management and financial planning services. This team works collaboratively to streamline operations, manage trade support and settlements, oversee HR functions, and provide essential administrative support, all aimed at facilitating exceptional client service and optimizing business performance.

Operations and Support Team

Client Services and Support

Leadership Team

Operations and Support Team

About

Team members

Other teams at Close Brothers Asset Management

Investment Management

Client Services and Support

Leadership Team