Close Brothers Asset Management (CBAM) has appointed Hugh Adlington as managing director in a move to expand the firm’s investment management service at its West End office. Adlington joins from Rathbones where he was an investment director. With over 25 years’ experience in managing the investments of private clients, family offices and charities, he formerly […]
VAM Funds has appointed Helen Holmes as investment director to build on the investment communication and relationship management support that VAM already receives from Close Brothers Asset Management and Driehaus Capital Management. The relationships stem from the fact VAM relies on Close Brothers AM for advice on its multi-asset discretionary funds, while Driehaus CM advises […]
London-headquartered Sanlam UK has appointed Jonathan Moon as business development director and Will Cayzer as business development assistant with the aim to strengthen its private office. Both appointments, made effective on 25 September 2017, join the team led by Penny Lovell, who joined the firm in August to take control over Sanlam’s new private office. […]
Following the strategic partnership between VAM Funds and Close Brothers announced in July, VAM Funds has now launched the VAM Close Brothers Cautious Fund. The Luxembourg-domiciled Ucits fund is the second product to be launched under the VAM Discretionary Funds range, following the establishment of the VAM Close Brothers Balanced Fund in July 2015. The […]
VAM Funds and Close Brothers Asset Management have signed a strategic partnership to provide discretionary fund management services to international financial advisers. The deal means that CBAM’s expertise will be available through VAM Discretionary Funds. VAM will bring three diversified multi-asset portfolios to investors via a Luxembourg domiciled Ucits IV structure. The investment strategies are […]
British financial services group Close Brothers has sold the Seydler Bank AG, its German securities business, to French midcap broker Oddo &Cie, the company will be renamed Oddo Seydler. Oddo&Cie already has a Frankfurt-based office, with the aquisition of 110 employee strong Seydler Bak, the firm aims to develop its investment banking activities and lay […]
Aleem Siddiqui from Close Brothers Asset Management, has discussed some of the myths of passive investing and explains that cheap does not mean simple and that investors should take the time to do their research before investing.
Chris Bailey, head of Global Direct Equities at Close Brothers Asset Management, and Martin Wilcocks, managing director at Wilcocks & Associates, have given their views of multi-asset investing.