Creating Unforgettable Memories for Every Occasion!
Close Brothers Asset Management is a leading provider of investment solutions to institutional clients globally. With a rich heritage dating back over 180 years, we have a deep understanding of market dynamics and a proven track record in delivering consistent returns across diverse asset classes.
Our Expertise
Our experienced team of investment professionals leverage their expertise across equities, fixed income, multi-asset, and alternative strategies to tailor solutions to your specific needs and goals. We offer:
- Custom portfolio management: We collaborate with you to develop a bespoke portfolio tailored to your unique investment objectives, risk tolerance, and liquidity preferences.
- Active portfolio management: Our skilled fund managers actively manage your portfolio, making necessary adjustments to navigate market volatility and achieve your desired outcomes.
- Comprehensive research: We rely on rigorous research and analysis to identify high-quality investments aligned with your investment criteria.
- Transparent reporting: We provide regular reports and updates on your portfolio performance and holdings to ensure transparency and accountability.
Our Approach
Our investment philosophy emphasizes:
- Client-centricity: We prioritize understanding your individual needs and goals to deliver tailored solutions.
- Risk management: We implement robust risk management frameworks to safeguard your investments.
- Transparency and accountability: We believe in open communication and providing clear explanations about our investment processes and results.
- Sustainability: We actively consider environmental, social, and governance (ESG) factors in our investment decisions.
Our Values
Our core values guide our conduct and decision-making:
- Integrity: We uphold the highest ethical standards and act with transparency in all our interactions.
- Expertise: We commit to continuous learning and professional development to offer the best possible advice and solutions.
- Collaboration: We work seamlessly with our clients and other stakeholders to achieve shared success.
- Sustainability: We are committed to responsible investing that considers the long-term impact of our actions on the environment and society.
Warning: Poor Customer Service and Illegal Practices
The review highlights Close Brothers' use of illegal methods, including bait and scam tactics, and their refusal to allow consumers to cancel within the 14-day period. This is a strong warning against using their services.
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