They join from Rathbones where they provided investment management services in the North West.
In their new roles they will support the growth of CBAM’s bespoke investment management service, working closely with the firm’s Financial Planners, professional intermediaries and other private client advisers.
Ms Gerrard joined Rathbones in 1987, originally as a dealer before moving to the investment side in 1994.
Mr Jackson has been at Rathbones since 2002, specialising in managing portfolios for private individuals, trusts, charities and personal pensions.
CBAM has made a number of recent senior hires in investment management and business development.
Martin Andrew, chief executive of Close Brothers Asset Management, said: “At a time of economic uncertainty and disruption, high net worth clients need expert support and excellent service more than ever. Nick and Helen are fantastic additions to our team and are part of our strategic vision to strengthen our capability for high net worth clients.”