Discretionary portfolios
We offer a discretionary portfolio management service to a broad range of private clients, either in the UK or internationally. These services are provided by Close Asset Management Limited onshore and Close International Asset Management Limited offshore. Offshore services will be subject to different regulation and compensation from similar services offered by UK operators. Please see our ‘Important information’ for details of the regulation and compensation applicable.
A tailored and customised service
Our investment philosophy is to protect, manage and enhance the wealth of our clients. Each one of our clients is unique, and therefore investment portfolios are tailored for each client depending on their level of wealth, investment objectives, appetite for risk, personal circumstances, life stage and geographic location. What makes us different is that we tailor our clients' portfolios to their exact requirements.
Portfolio construction
We construct portfolios on a client by client basis, taking into consideration the client’s personal investment goals, expectations and requirements before proposing a portfolio which is suitable for them.
Service and reporting
We aim to forge long-standing relationships with our clients by providing a quality service on an individual basis and through being committed to realising our clients’ investment goals.
Depending on our clients’ requirements they will either have direct access to the fund manager who is responsible for the day-to-day management of their portfolios or an adviser who will ensure the portfolio is managed to meet the goals laid out in the client’s financial plan. We formally review the progress of your portfolio with clients on at least an annual basis either in person, over the phone or another appropriate means depending on the client’s circumstance. In addition, the client may contact the portfolio manager on a less formal basis at any time to discuss any aspect of the portfolio or any query which the client may have.
Clients receive regular valuations which show holdings, transactions, asset allocation breakdown, performance statistics and charges and can in some cases access their portfolio online.
Expertise
Our broad range of investment skills and expertise across all asset classes enables us to invest either directly or via third party vehicles. This “open architecture” approach to investment selection and disposal of investment vehicles means that clients avoid the unnecessary restraints in accessing the best ideas and investment opportunities.
Click here to meet some of our investment specialists.
Investment approach
Behind the “traditional” service which we offer to clients is a robust and formal investment process which is delivered by a team of investment specialists who research and analyse global markets, individual companies and select third party funds to help shape and define the overall investment strategy of the business. The resulting investment decisions are reflected within your portfolio. The professionalism of these individuals is reflected in the long-term investment performance record and the high level of client retention.
Managing risk
We place our clients’ risk and return aspirations at the centre of our investment process. Guided by your fund manager or financial adviser clients set the risk parameters according to their tolerance to risk. We work within them, using a blend of asset types or combining the investment styles and expertise of different managers to achieve optimised risk / return objectives for you.
Clients benefit from the transparency of our approach, coupled with our proven track record and the knowledge that the service we provide has been the core of what we do for many years. Over time trust is built up between our clients and us so they can be re-assured that their interests will always take precedence when entrusting their monies with us.
Capabilities
Our customised approach to managing your investments can be applied across your full range of assets; these being money you have in a SIPP, stand alone portfolio or ISA. In addition, we can set up and / or manage money via a private investment company, trust or unit trust. |