Close Fund Management

Close Fund Management is the specialist investment management arm of the Close Brothers Group.

History & Tradition

Close Brothers Group plc is a substantial British merchant banking group and is among the 250 largest companies listed on the London Stock Exchange.

Founded in the City of London over 120 years ago, Close Brothers has built an enviable reputation for high quality service, integrity and an uncompromising level of professionalism.

Now one of the most respected city institutions, it employs over 800 people and has a market capitalisation of approximately £1billion.

Close Fund Management’s aim has been to devise products to help investors deal with the profound changes occurring within the savings and investment arena. With the economic and political environment encouraging individuals to plan their own financial futures, investors need a greater understanding of the risk and the potential returns of investment.

Accordingly Close Fund Management has launched a range of protected unit and investment trusts to help the investor both gain exposure to equity markets and quantify the risks that they are taking.

Close Fund Management is the market leader in the sector, managing the widest range of protected unit trusts on behalf of private clients, pension schemes and institutions alike.