Find out how our funds philosophy is always long-term, aiming to generate the best possible returns with the right balance of growth and income, in line with expectations and appetite for risk.

Capital at risk
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#Investing #Funds #Investment

Make our easy to use investment accounts work for you and aim for your financial goals. Open as many accounts as you need and deposit as much as you like. Explore our range of investment accounts.

Capital at risk
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#Investing #Investments #Funds #Stocks

Join our experts in our latest podcast as they explore the month in markets, the latest FOMC meeting, corporate earnings season and more.

Listen:
Spotify - ow.ly/2Unt50RyxlW
Apple - ow.ly/O11f50RyxlU
Our site - ow.ly/wKJi50RyxlV

#podcast #markets #investing

We are proud to announce that our Investment Officer, Isabel Albarran, has been shortlisted for the 2024 #PAMNextGenLeaders . Best of luck to all the nominees!

Capital at risk. An award is not a reliable indicator of future results.

#Wealth #Investing
PAM Insight

Best wishes to everyone at Chichester Festival Theatre today, as they open their production of The House Party. We are so proud to sponsor their great programme and series of pre/post show talks!

cft.org.uk/talks
Photo: Tim Hills

#LifeAtCBAM #PerformingArts #Theatre #CFTFestival2024

Yesterday our Chief Investment Officer, Robert Alster, re-joined Ian King on Sky News' Business Live to discuss how increased sales for weight loss drug company Novo Nordisk have affected their share price, and the impact this company may have on emerging markets.

Your investments represent your plans and hopes for the future - this is why your personal goals are at the centre of our #investmentmanagement approach.

Capital at risk. Any tax benefits depend on your personal tax position and rules may change.
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We are so proud to be able to support Chichester Festival Theatre's pre and post show talks for their production of The Other Boleyn Girl. Check out their latest show talk here: ow.ly/OCUK50RuIHR

Photo: Stephen Cummiskey

#LifeAtCBAM #PerformingArts #Theatre #Community #CFTFestival2024

Do you want more freedom to choose the investments for your retirement plan? Discover our Close Self-Invested Personal Pension and explore how it can provide a retirement income which works for you.

Capital at risk
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#SIPP #Pension #Retirement #Investing

We are proud to be involved in a variety of sustainability and responsible investing industry initiatives, which enable us to work together towards a more sustainable future. Find out more about these initiatives:
closebrothersam.com/about-us/susta…

#Investing #Sustainability #ClimateChange

As part of #StressAwarenessMonth , our colleague-led Mental #Wellbeing Network hosted a panel event featuring representatives of our Menoforum, Veterans Network and Unity (LGBTQ+) network, to discuss how small actions can improve #mentalhealth #littlebylittle .

#LifeAtCBAM

In this week's #MarketUpdate we cover scrutiny on #US economic data, #China 's new car trade-in programme, and post-pandemic #manufacturing restocking. Find out more and discover why it's been a good week for #oil and a bad week for #bonds : closebrothersam.com/insights/not-s…

Why is the US tech sector so resilient? And what does this mean long term for investors? Find out what our experts believe will be key market drivers in the remainder of 2024, in our Spring #InvestorInsights .

closebrothersam.com/insights/inves…

#Investing #Markets #US #Tech

This #NationalGardeningWeek make a few small changes to your garden to support your local ecosystem, as well as the wider planet. Here's our top five gardening tips to benefit people and planet.

closebrothersam.com/insights/garde…

#Gardening #Wellbeing The RHS

Tackle the stigma of discussing estate planning and ensure your final wishes are preserved.

Capital at risk. Any tax benefits depend on your personal tax position and rules are subject to change.
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#EstatePlanning #Inheritance #Inheritance Tax #Investment

Despite the @BankofEngland continuing to hold interest rates steady and UK inflation recently falling by less than forecast, there is much speculation around when interest rates may drop. When do you think we can expect UK interest rates to be cut? Vote and comment below.

We are delighted to announce that Tom Squire has joined us as a Senior Investment Director in our London Mayfair office, having previously been part of Investec. We look forward to working with him and welcoming him to #LifeatCBAM .

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#PeopleAndCulture

Our CIO was happy to rejoin Ian King on Sky News' Business Live yesterday to discuss current news and topics such as BHP's bid for Anglo American, reasons behind share price rises for AstraZeneca, Barclays, and Unilever, and the role of AI in disappointing results for Meta.

Want to gain exposure to broad markets and themes at potentially low volatilities? Explore our Close Tactical Select Passive Funds to find out if they may be cost-effective for your investment goals.

Capital at risk.
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#Funds #FundManagement #Investing