Business Details
Expert Financial Advisers in London | Close Brothers Asset Management
For over three decades, Close Brothers Asset Management has been dedicated to helping individuals, families, professionals, and businesses make confident financial choices. Our services span investment management, financial planning, and workplace financial wellbeing, designed to meet immediate needs while safeguarding future aspirations. We prioritise clarity, ensuring our clients receive tailored solutions that align with their unique goals. Our team of experts combines strategic asset allocation, rigorous research, and active management to protect and grow wealth, even in volatile markets.With offices across the UK, we offer localised expertise backed by a commitment to transparency, innovation, and client-centric service. Our award-winning digital tools empower clients to stay engaged with their finances, while our risk management frameworks ensure long-term stability. We believe enduring relationships are built on trust, which is why we maintain a collegial culture that values collaboration, integrity, and accountability in every client interaction.
Services
Investment Management
Financial Planning
Retirement Planning
Estate Planning
Protection Services
Mortgage Advice
Direct Investment Service
Online Investing
Inheritance Tax Management
Socially Responsible Investment
Highlights and features
- We have over 30 years of experience in wealth management and financial planning.
- Our team includes 150+ investment professionals with an average of 20 years' experience.
- We combine active asset management with rigorous risk assessment frameworks.
- Our services are supported by award-winning digital platforms for client engagement.
- We maintain a collegial culture that prioritises transparency and client accountability.
Associations and certifications
- Financial Conduct Authority
Services
Investment Management
Our investment management services focus on active asset allocation across equities, fixed income, and alternative investments. We employ rigorous research and risk assessment frameworks to build diversified portfolios tailored to individual risk profiles. The team utilises proprietary models and market analysis to optimise returns while maintaining strategic alignment with long-term financial goals. Regular portfolio reviews ensure adaptability to changing market conditions.
Financial Planning
We offer comprehensive financial planning covering retirement strategies, tax efficiency, and intergenerational wealth transfer. Our advisers create customised roadmaps integrating investment management with life-stage planning. Services include cash flow analysis, risk management, and estate planning to ensure financial security across all phases of life.
Socially Responsible Investment
This service integrates environmental, social, and governance (ESG) factors into investment decisions. We construct portfolios aligned with clients' ethical values while maintaining financial performance standards. The approach combines active ownership principles with rigorous ESG research to deliver sustainable investment outcomes.
Inheritance Tax Management
Our specialists develop strategies to optimise inheritance tax positions through legitimate tax-efficient structures. Services include asset restructuring, trust planning, and lifetime gifting strategies designed to preserve wealth for future generations while complying with current tax regulations.
Online Investing
The digital investment platform provides self-directed investors access to a range of financial instruments including ETFs and collective investment schemes. Users benefit from real-time portfolio tracking, market insights, and secure transaction capabilities through an intuitive interface supported by dedicated investor services teams.
Questions
What financial services does TrinityBridge offer?
We provide investment management, financial planning, retirement planning, estate planning, and socially responsible investment services tailored to individual client needs.
How does TrinityBridge approach investment management?
We use active asset allocation across multiple classes, combining strategic long-term planning with tactical adjustments based on market conditions and client risk profiles.
Are TrinityBridge's services regulated?
Yes, our investment and financial planning services are regulated by the Financial Conduct Authority in the UK.
Can I access my investments online?
Yes, our digital platform allows self-directed investing with access to ETFs, collective investments, and portfolio management tools.
What areas do TrinityBridge offices cover?
We have offices in London, Birmingham, Bristol, Edinburgh, Manchester, and other UK locations for localised financial advice.
How does TrinityBridge manage investment risks?
We employ proprietary risk models, diversification strategies, and regular portfolio reviews to manage market, liquidity, and currency risks effectively.
