Close Brothers Asset Management has teamed up with Novia to
provide Advisers with discretionary management outsourcing
solutions through the Novia service.
Who we are?
Close Brothers Asset Management (CBAM) is part of Close Brothers
Group, a specialist financial services group providing investment
management solutions to a wide range of UK-based clients. Close
Brothers Group plc is listed on the London Stock Exchange and is a
member of the FTSE250.
- CBAM has £8.4bn in AUM (December 2011).
- Established in 1878, it now employs over 2,500 people.
- CBAM have been managing client investments for over 40 years
and our investment team is supported by more than 580 staff working
from offices in London, Cuckfield, Northwich, Manchester, Bristol,
Leeds, Newcastle, Edinburgh, Glasgow and Stirling.
Our investment philosophy
We believe all investors are looking to achieve a common set of
investment goals: an optimal (investor specific) mix of income,
growth and capital preservation. We believe that the best way
to achieve these goals is to construct a range of multi-security,
multi asset class portfolios tailored to meet investors' specific
risk/return needs. In constructing portfolios, our overriding aim
is to meet our clients' investment objectives whilst striving to
mitigate downside volatility.
The three core principles of our investment approach are active
management, diversification and liquidity.
- Active management: We are first and foremost active investors.
Drawing on the strong skill-set of our investment team of 50
professionals, we combine highly disciplined and rigorous
macroeconomic analysis to identify the appropriate asset class
weightings, with deep fundamental bottom-up investment
selection.
- Diversification: Experience has shown us that diversification
can play a role in reducing portfolio risk. When allocating assets,
we seek to spread portfolio risk over a series of assets and
investments that have both good individual return expectations and
low correlation with one another.
- Liquidity: Liquidity is an important variable to consider when
constructing a portfolio, as the ease with which we can buy or sell
individual securities enhances our ability to respond to profit
opportunities, reduce risk and rebalance portfolios to an optimal
mix of top down and bottom up investments.
Contact
For more information please contact your usual Novia Regional
Sales Manager or please call David Muncaster at Close Brothers
Asset Management on 020 7426 4074 - david.muncaster@closebrothers.com
Further information
Please visit our website - www.closebrothersam.com
