Close Brothers
Alternatives | 19 Jan 16
Close Brothers AM sees record inflows into IHT service
UK wealth manager Close Brothers Asset Management (CBAM) said its Close Inheritance Tax Service (CITS), which can help investors reduce death duties, had raised a record £45m ($64m, €59m) in 2015.
Retirement | 22 Dec 15
Tips to stay on top of financial planning next year
This year has brought about a significant number of changes that impacted the personal finance landscape. There have already been a number of announcements which will affect people’s financial plans, says Andy Cumming, head of advice at Close Brothers Asset Management, who outlines four key things to watch out for in 2016.
VAM launches Close Brothers cautious fund
VAM Funds has launched the second of its products in the Close Brothers’ managed discretionary range, which is the one risk graded as a cautious portfolio.
Profiles & Comment | 7 Oct 15
Taking pride in being an active investor
Nancy Curtin spent the first 10 years of her career in investment banking in New York and still has the accent and direct talking style to go with it.
VAM targets discretionary funds in Q4
Luxembourg-based VAM Funds is aiming to go live with two of the risk-rated discretionary funds it has agreed to do with Close Brothers Asset Management (CBAM), during Q4 of this year.