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Close Brothers Asset Management's Overview

Total employees540
HeadquartersLondon
Founded

Close Brothers Asset Management (CBAM) is a prominent UK-based wealth management company providing a comprehensive suite of financial advice, investment management, and online investing services. They cater to private clients, professionals, corporate clients, and financial advisers. CBAM is part of Close Brothers Group plc, a FTSE 250 leading UK merchant banking group. Their services are built on a foundation of long-term client relationships, personalized service, and a disciplined investment approach. They manage assets across various strategies, aiming to meet diverse client objectives from wealth preservation to growth.

Where is Close Brothers Asset Management's Headquarters?

HQ Function

Serves as the central hub for Close Brothers Asset Management's UK operations, including senior management, investment strategy, client relationship management, and core administrative functions.

Notable Features:

Modern office facilities designed to support collaboration and client engagement, located within a prominent business area with excellent transport links.

Work Culture:

A professional and client-focused environment, emphasizing expertise, integrity, and teamwork. Employees are encouraged to build long-term relationships and deliver tailored financial solutions.

HQ Significance:

The London headquarters is pivotal for CBAM's operations, providing access to a deep talent pool, proximity to key financial markets and institutions, and a prestigious base for client interactions.

Values Reflected in HQ: The headquarters reflects Close Brothers' values of prudence, responsibility, and client service through its professional and well-equipped environment.

Location:

Close Brothers Asset Management is primarily focused on the UK market, with a comprehensive network of offices across England and Scotland. While they do not have a widespread international office footprint, they serve UK-based clients with international assets and financial interests, and may also cater to international clients seeking UK investment expertise. Their global functions are generally supported from their UK offices, leveraging their expertise in managing diversified, global portfolios for their clientele.

Street Address:

10 Crown Place

City:

London

State/Province:

England

Country:

United Kingdom

Close Brothers Asset Management's Global Presence

Edinburgh, Scotland/United Kingdom

Address: Exchange Place 2, 5 Semple Street, Edinburgh, EH3 8BL

To serve the specific financial needs of individuals and businesses in Scotland, leveraging local expertise and maintaining strong regional client relationships.

Manchester, England/United Kingdom

Address: The Tootal Buildings, 56 Oxford Street, Manchester, M1 6EU

Caters to the growing economic region of Manchester and the North West, providing accessible, high-quality wealth management services.

Birmingham, England/United Kingdom

Address: Two Snowhill, Snow Hill Queensway, Birmingham, B4 6GA

Strengthens CBAM's presence in the Midlands, offering tailored financial solutions to individuals and businesses in this dynamic economic area.

Buying Intent Signals for Close Brothers Asset Management

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Close Brothers Asset Management

As of April 2025, Close Brothers Asset Management' leadership includes:

Eddy Reynolds - Chief Executive Officer
Nancy Curtin - Chief Investment Officer & Head of Investments
John Bellamy - Managing Director, Head of Adviser Propositions
Penny Lovell - Head of Private Client
Charles Purves - Chief Operating Officer
Helen Rainsford - Chief Marketing Officer

Investors of Close Brothers Asset Management

Close Brothers Asset Management has been backed by several prominent investors over the years, including:

Close Brothers Group plc (Parent Company, LSE: CBG)

Executive New Hires/Exits in the Last 12 Months

Hire1
Exits1

In the past year, Close Brothers Asset Management saw a significant leadership transition with the appointment of a new CEO.

Departures

Martin Andrew, Martin Andrew stepped down as Chief Executive Officer.

New Appointments:

Eddy Reynolds, Eddy Reynolds appointed as Chief Executive Officer.

Technology (Tech Stack) used by Close Brothers Asset Management

Discover the tools Close Brothers Asset Management uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Close Brothers Asset Management Email Formats and Examples

Close Brothers Asset Management, as part of Close Brothers Group, typically uses a standardized email format. The most common format is firstname.lastname@closebrothers.com. Variations might exist but this is the primary structure observed.

firstname.lastname@closebrothers.com

Format

john.smith@closebrothers.com

Example

85%

Success rate

News and media

Citywire Wealth ManagerMarch 7, 2024

CBAM profits rise 14% as it bucks outflows trend

Close Brothers Asset Management (CBAM) saw its adjusted operating profits rise 14% to £13.6m in the six months to the end of January. The firm also recorded net inflows of £300m over the period, bucking an industry trend of outflows....more

FT AdviserMay 10, 2023

Close Brothers AM appoints new CEO

Close Brothers Asset Management appointed Eddy Reynolds as chief executive, taking over from Martin Andrew who decided to step down after 15 years with the group and eight years as CEO of CBAM. Reynolds joined from Standard Life where he was managing director of strategic partnerships....more

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