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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Close Brothers hires 2 new MDs from Rathbones 

Close Brothers Asset Management (CBAM) has appointed Helen Gerrard and Nick Jackson as managing directors to support the expansion of its investment management for HNW clients in the North West.

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