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1. www.closebrothersam.com › insightsInsights - Close Brothers AM

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   Oct 7, 2024 · Close Brothers Asset Management is a trading name of Close Asset Management Limited (Registered number: 01644127) and Close Asset Management (UK) Limited (Registered number: 02998803). Both companies are part of Close Brothers Group plc, are registered in England and Wales and are authorised and regulated by the Financial Conduct Authority; Financial Services registration numbers 119329 and ...

2. markets.ft.com › data › fundsClose Balanced Portfolio Fund X Acc - Financial Times

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   Oct 11, 2024 · 4.63%. Sector and region weightings are calculated using only long position holdings of the portfolio. The investment objective of the Fund is to generate capital growth with some income over the medium term (i.e. more than 5 years). The Fund will hold at least 80% of its portfolio in a mixture of equities and fixed interest s.

   • Fund type: Unit Trust
   • Investment style (stocks): Market Cap: LargeInvestment Style: Growth

   • Income treatment: Accumulation
   • Morningstar category: GBP Allocation 60-80% Equity

3. www.closebrothersam.com › financial-advisersInsight Matters Report, Autumn 2024 | Close Brothers AM

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   Oct 7, 2024 · Close Brothers Asset Management is a trading name of Close Asset Management Limited (Registered number: 01644127) and Close Asset Management (UK) Limited (Registered number: 02998803). Both companies are part of Close Brothers Group plc, are registered in England and Wales and are authorised and regulated by the Financial Conduct Authority; Financial Services registration numbers 119329 and ...

4. finance.yahoo.com › news › close-brothers-sellsClose Brothers sells wealth management unit to Oaktree for £ ...

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   Sep 23, 2024 · The sale of Close Brothers Asset Management (CBAM), which is expected to be finalised early next year, forms part of a broader £400m capital plan that the FTSE 250 bank initiated in March to ...

5. www.wealthbriefing.com › html › articleClose Brothers Spins Off Asset Management Arm

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   Sep 23, 2024 · Close Brothers Asset Management total assets rose 18 per cent to £20.4 billion. The group’s Common Equity Tier 1 ratio was 12.8 per cent at the end of July this year, compared with 13.3 per cent at the end of July 2023. WealthBriefing provides news, features and information for the wealth management and private banking industries.In-depth ...

6. www.fidelity.co.uk › fund-managementManagement Information for Close Balanced Portfolio Fund A ...

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   Oct 8, 2024 · Manager start date. 08 Nov 2021. Fund manager biography. Richard Stroud is an Assistant Fund Manager on the Global Funds range. He joined Close Brothers Asset Management in 2015 and started as an analyst, working on the Close Discretionary Portfolio Funds. During this time, Richard became a CFA charterholder and has obtained the CFA Certificate ...

7. People also ask

   Is close Brothers Asset Management a good investment?

   • Close Brothers Asset Management has shown strong performance, jumping 35 positions to be second in this year’s ranking. Its gross sales have grown by 30.7 per cent to £340m, and net sales have increased by 36.4 per cent to £150m. Close Brothers attributes this growth to an increase of 9 per cent in net inflows in the past year as it continues to invest in its service.

   Top 100 Financial Advisers: Rankings 1-5 - FTAdviser.com

   www.ftadviser.com/your-industry/2019/11/07/top-100-financial-advisers-rankings-1-5/

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   Who regulates Close Brothers Asset Management?

   • Close Brothers Asset Management is regulated by the Financial Conduct Authority and covered by the Financial Services Compensation Scheme (FSCS).

   Close Brothers investment platform review - Which?

   www.which.co.uk/money/investing/investment-platforms-and-fund-supermarkets/investment-platforms-reviewed/close-brothers-investment-platform-review-ahdib2y7yljr

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   How much will close brothers asset management cost FTSE 250?

   • The sale of Close Brothers Asset Management (CBAM), which is expected to be finalised early next year, forms part of a broader £400m capital plan that the FTSE 250 bank initiated in March to prepare for the potential consequences of the review, which analysts estimate could cost the industry up to £16bn.

   Close Brothers sells wealth management unit to Oaktree for £200m amid

   finance.yahoo.com/news/close-brothers-sells-wealth-management-051505824.html

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   Is close brothers asset management liable for any errors or negligence?

   • The most recent data has been used where possible. Except in so far as liability under any statute cannot be excluded, no member of Close Brothers Asset Management accepts liability (whether arising in contract, tort or negligence) for any error or omission in this document.

   Fees, charges and prices - Close Brothers Asset Management

   www.closebrothersam.com/for-financial-advisers/funds/fees-charges-and-prices/

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   Why did Close Brothers sell its wealth management division?

   • Close Brothers has agreed to sell its wealth management division to Oaktree Capital Management in a transaction valued at up to £200mn, as the lender seeks to strengthen its capital position ahead of the results of an investigation into motor finance deals.

   Close Brothers sells wealth management unit to Oaktree for £200m amid

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   Why did Close Brothers sell its wealth management unit to Oaktree?

   • You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. Close Brothers has agreed to sell its wealth management unit to Oaktree in a £200mn deal as it seeks to strengthen its capital position ahead of a regulatory investigation into motor finance practices.

   Close Brothers sells wealth management unit to Oaktree for £200m amid

   finance.yahoo.com/news/close-brothers-sells-wealth-management-051505824.html

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8. www.closebrothers.com › investor-relationsInvestor Relations overview | Close Brothers Group

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   2 days ago · Close Brothers agrees sale of Close Brothers Asset Management. 228.71 KB. 22 May 2024 News. Q3 2024 Trading Update. 225.36 KB. View all news . 21. Nov 2024.