Close Brothers acquires Dorset Chartered firm

Close Brothers Asset Management is to acquire Charted Financial Planning firm Bottriell Adams.

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Close Brothers AM buys Chartered Planner firm

Wealth firm and fund manager Close Brothers Asset Management has acquired a Chartered Financial Planning partnership which focuses on working with HNW client families and manages nearly £300m in assets.

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CISI Fellow to take MD role at CBAM Mayfair office

Financial Planner and wealth manager Close Brothers Asset Management (CBAM) has hired Rob Crawshaw FCSI as managing director of its £1.4bn AUM Mayfair office as it aims to expand its growing HNW offering.

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Close Brothers AM expands with new Chester office

Close Brothers Asset Management has opened a new office in Chester to expand its services to local HNW clients and provide more space for its Financial Planners, investment managers and support staff.

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