Close Brothers for Financial Advisers

Season's Greetings from us all at Close Brothers Asset Management! We would like to thank you for your continued support, and send our warmest wishes to you and your loved ones for the festive season and the year ahead.

Do your clients want access to a wide range of investment opportunities? Get clarity on how our fund ranges can offer them opportunities throughout an economic cycle, by exploring our selection of factsheets, reports, in-depth Assessment of Value, and price information. Capital at risk https://lnkd.in/eqpvvCzY #Investing #Funds #FundManagers

Are you starting the new year wondering if there's a complete investment solution which will give your clients confidence through clarity? Get in touch with your local Business Development Director to find out the answers to your investment solution questions. Capital at risk https://lnkd.in/eeGCncxv #Investing #FinancialAdvice #FinancialPlanning

How can our discretionary services help you and your clients? We can offer you access to: • Experienced investment management team taking a collegial approach, to create the best portfolios that work for you and your client • Wide range of asset classes including shares, bonds and alternatives investments • Simple and transparent fee structure • Propositions which can be managed within offshore bonds, SIPPs and ISAs, across a wide range of platforms and companies. Discover how we can help your clients achieve their financial goals. Capital at risk https://lnkd.in/gUeqU4qj #Investing #FinancialAdvice #FinancialPlanning

From Scotland to the South East, our team of seven Business Development Directors are based across the UK to offer you a local point of contact for all your needs. Find out which BDD is based in your region and get in contact to discover how they can offer you an exceptional personal service, which always strives to exceed your expectations. Capital at risk https://lnkd.in/ejwGW24A #Investing #IFA #FinancialAdvice

Want a simple, transparent and cost-effective way to optimise your clients’ Inheritance Tax position? Explore the benefits of our Close Inheritance Tax Service (CITS). As the longest running AIM-based IHT services on the market, launching in March 2001, our CITS has proved effective in protecting clients’ estates from IHT. Capital at risk. Due to the high risk nature of this service, it is only available through a qualified financial adviser. https://lnkd.in/e4tTKnrF #Inheritance #Tax #IHT

We aim to generate the best possible returns, in line with your clients' expectations and appetite for risk. Find out what roles active management, diversification, liquid investments, expertise and risk management, play within our investment philosophy. Discover how our investment process aims to help your clients achieve their financial goals today. Capital at risk. https://lnkd.in/e7hxmfGu #Investment #FinancialAdviser #FinancialAdvice

Our latest #InsightWeekly covers the rise in #US inflation, #China's 2025 economic priorities, the #UK's economic shrinkage, and #Europe's interest rate cut. Read more and discover why it's been a good week for #oil, and a bad week for Japanese #equities: https://lnkd.in/e7HnuVd6

Artificial Intelligence, interest rates, Trump: these are just a few topics that affected markets in 2024. But what might we expect in 2025? Explore our 2025 Outlook, where we reflect on the past year and look forward to what may come in 2025. Our Head of Investment Specialists, Tony Whincup, shares his insights alongside our team of experts: Giles Parkinson, Andrew Metcalf, James Davies, Weixu Yan, and Alec Slater.   https://lnkd.in/gVwMN_HC #Investing #Markets #Economics #2025 #AI #US #UK

We can evolve to meet your clients' changing needs and support them long term, through a tailored partnership that understands your clients' goals and offers a truly personal approach to investing. Our Bespoke Investment Management Service aims to understand your clients' goals, and our investment managers regularly check in to ensure our approach continues to protect and grow your clients’ wealth while meeting their changing needs. Capital at risk https://lnkd.in/eRKhgygC #Investing #InvestmentManagement #Bespoke