The things that make us Close

Close Wealth Management Group specialises in the enhancement, protection and management of individual and corporate wealth both in the UK and internationally.

Our approach to wealth management is governed by a commitment to personal client service, an ability to serve a wide range of clients with a broad spectrum of expertise and a strong focus on performance and innovation.

The core values on which we have built our business and which govern our relationships with our clients and contacts are those of trust, independence, relationships, innovation and reputation.

Our services range from individually tailored solutions to more generic structures allowing us to cater for the diverse requirements of our clients. Our services include investment management, tax services, financial education and planning, private banking, trust and company administration, pensions, custody, insurance and corporate and fund administration.

Our clients include private individuals, trusts, charities, corporations, small to medium sized institutions and professional intermediaries from around the world.

We are part of Close Brothers Group plc, which was established in 1878, the largest independent British merchant bank listed on the London Stock Exchange.