Close Brothers Asset Management

Close Brothers Asset Management provides investment management and financial planning services for institutional investors and FCA authorised intermediaries. They offer investment solutions and wealth management strategies to address the needs of their clients.
  • Estate Planning
  • Mortgage Advice
  • Investment Advice
  • Financial Planning
  • Retirement Planning
  • Managed Portfolio Service
  • Close Inheritance Tax Service
  • Bespoke Investment Management Service
  • Socially Responsible Investment Service
  • Protection for Family, Business and Income

Size
Large
Phone
N/A
Email
N/A
Locations
2nd Floor, Kings Orchard, 1 Queen St, BS2 0HQ
01179170700
9:00 - 17:00
Business Park, Halladale House, Lakeside, CH4 9QT
01244263860
9:00 - 17:00
10 Crown Pl, EC2A 4FT
08005884064
8:30 - 17:00
60 Melville St, EH3 7HF
01316563000
9:00 - 17:00
Nelson House Gadbrooke Business Centre, Gadbrooke Road, CW9 7TN
01606810100
9:00 - 17:00
First Point, Buckingham Gate, RH6 0NT
01293602720
9:00 - 17:00
Rotterdam House, 116 Quayside, NE1 3DY
01913006295
9:00 - 17:00
Meriden business park, ASPL House 9 Elm Court, CV5 9RG
01676938940
8:30 - 17:30
90 St Vincent St, G2 5UB
01413433500
9:00 - 17:00
80 Mosley St, M2 3FX
01612389490
9:00 - 17:00
Digital Popularity
Popularity over time
Social Media
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Competitors
atomos
atomos is a financial planning and investment management firm that provides a range of services to help individuals, families, and charities achieve their financial goals.
Quilter Cheviot
Quilter Cheviot is a leading wealth management firm with over 250 years of experience in managing bespoke investment portfolios.
WH Ireland
WH Ireland is a financial services company specialising in wealth management and corporate broking.
Company Details
Close Brothers Asset Management is operated by Trinitybridge Limited and is a Active company incorporated on 17 June 1982 with the registered office located in London, Greater London. Trinitybridge Limited was registered 43 years ago.

Status
Active
Size
Large
Directors
8
Age
43 years old
Employees
Unreported
Turnover
£131.66M
Total Assets
£100.09M
Cash in Bank
£34.93M
Total Liabilities
-£10.91M

Director • Chief Financial Officer • British • Lives in UK • Born in Nov 1976
Director • Chief Executive Officer • British • Lives in UK • Born in Mar 1966
Director • Director • Non-Executive Director • British • Lives in Scotland • Born in Feb 1966
Director • British • Lives in England • Born in Aug 1978
Director • Non-Executive Director • British • Lives in UK • Born in Jun 1966
Director • British • Lives in Scotland • Born in Mar 1970
Teams
All
551
Management
289
Finance
208
Sales
67
Administration
56
IT
48
Other
9
Chief Executive Officer • Joined Jan 2022
Lead HR Business Partner • Joined Feb 2022
Executive Assistant To Chief Operating Officer • Joined Sep 2019
Chief Investment Officer • Joined Jul 2020
HR Business Partner • Joined Jul 2023
Chief Digital Office Intern • Joined Jul 2024
PMO Lead • Joined Aug 2023
Executive Assistant • Joined Apr 2023
Executive Assistant • Joined Nov 2024
Chief Executive Officer • Joined Jan 2022
Lead HR Business Partner • Joined Feb 2022
Chief Investment Officer • Joined Jul 2020
HR Business Partner • Joined Jul 2023
Chief Digital Office Intern • Joined Jul 2024
PMO Lead • Joined Aug 2023
Director
Director
Chief Investment Officer • Joined Jul 2020
Senior Finance Business Partner • Joined Mar 2023
Senior Finance Business Partner • Joined Jun 2021
Senior Finance Business Partner • Joined Mar 2024
Investment Manager • Joined Mar 2024
Investment Manager • Joined Feb 2023
Fund Manager • Joined Oct 2002
Manager, Transfers • Joined Mar 2024
Fund Manager
Fund Manager • Joined Apr 2011
Marketing Executive • Joined Feb 2025
Assistant Manager
Marketing Manager
Assitant Manager
Marketing Manager • Joined Feb 2023
Marketing Manager
Service Management Executive • Joined May 2023
Investor Support Executive
Client Services Executive • Joined May 2018
Client Services Executive • Joined Sep 2022
Chief Digital Office Intern • Joined Jul 2024
Project Manager • Joined May 2023
Test Manager • Joined Jan 2017
Project Manager • Joined Aug 2024
Project Manager • Joined Oct 2023
Employer Solutions Manager
Program Project Manager
Technical Delivery Manager • Joined Oct 2024
Service Desk Manager • Joined Feb 2020
Software Development Manager
Executive Assistant To Chief Operating Officer • Joined Sep 2019
HR Business Partner • Joined Jul 2023
Executive Assistant • Joined Apr 2023
Executive Assistant • Joined Nov 2024
Assitant Manager
SIPP Manager • Joined Feb 2000
Offie Manager & PA
Investment Administration Manager
Personal Assistant / Office Manager • Joined Nov 2002
Head Of Investment Administration • Joined Nov 2023
Art Director • Joined Jul 2022
Compliance Officer
Compliance Officer • Joined Dec 2014
Compliance Officer • Joined May 2023
Compliance Officer • Joined Jun 2023
Compliance Monitoring Officer • Joined Mar 2024
Legal Compliance Officer • Joined Jul 2023
View 551 members