Close Brothers acquires Dorset Chartered firm
- Wednesday, 13 December 2023
- Articles
Close Brothers Asset Management is to acquire Charted Financial Planning firm Bottriell Adams.
Read more...Close Brothers AM buys Chartered Planner firm
- Wednesday, 21 July 2021
- Articles
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.
Read more...CISI Fellow to take MD role at CBAM Mayfair office
- Wednesday, 09 June 2021
- Articles
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.
Read more...Close Brothers AM expands with new Chester office
- Wednesday, 05 August 2020
- Articles
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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