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Invest through a Close Brothers Asset Management Service Invest online Invest in a fund through our own Self-Directed service Access Self-Directed service 08442 640 705 Speak to a financial planner 020 7426 4076 Discuss Bespoke Portfolio Management The Tailored Portfolio Service The Tailored Portfolio Service provides you with discretionary managed investments in four different portfolio risk mandates. Our portfolios are actively managed and well-diversified in terms of number of holdings, geography, asset and sector allocation. The investment management of these is a team approach; we harness the best investment ideas from the 50+ team of investment professionals who generate the Close Brothers Asset Management ‘house view’. You will have complete portfolio transparency and an open line of communication in all market conditions. The Tailored Portfolio Service includes: The ability to tailor income payments Personalised dealing restrictions to accommodate ethical and moral values and work place restrictions Access to valuations at an individual and family level through our online portal The ability to invest in SIPPS and other pension portfolios, ISAs, trusts and general investment accounts Direct access to the members of our investment team Award winning quarterly portfolio valuations and annual tax packs Access to the whole market: direct equities and funds, large cap and small cap Investment in funds for access to overseas markets to help smooth returns and reduce stock specific risk Ongoing portfolio analysis and risk monitoring Detailed risk and portfolio analysis In-specie transfers and considerate transition and integration of your portfolio holdings into the selected investment style Sensitivities to capital gains tax allowances We take our role as guardians of wealth very seriously. Our four risk mandates for portfolios Diversified Income Investors with an income objective To provide you with a steady income stream through investment in a range of different asset classes Conservative portfolio For lower-risk investors To grow capital value over the long-term in excess of that which can be achieved in a deposit account Balanced portfolio For medium-risk investors To achieve a moderate increase in the capital value of your portfolio and to draw an income stream Growth portfolio For higher-risk investors To grow the capital value of your portfolio Other Close Brothers sites Follow us on Twitter @CloseBrothersAM © Close Brothers Group plc 2011 - 2014. All rights reserved. Site map | Legal | Accessibility | Cookies | Risks Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future results and you could get back less than invested. 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