Close Brothers Asset Management

Close Brothers was founded in Iowa in 1878 by the three Close brothers; William Brooks, Fred and James. Now based in London, Close brothers was listed on the London Stock exchange in 1984 and is a FTSE 250 company.

Close Brothers Asset Management
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We don't currently rate Close Brothers Asset Management in our Customer Experience Ratings.

Investing and pensions

Fund and Share Accounts (for high frequency trading)

Close Brothers Asset Management

Investment Account

4 stars
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Charge for automatic reinvestment £0.00
Charge for transferring cash to another platform £0.00
Early Account Closure Fee (12 months or less) £0.00
Inactivity Charge £0.00
Charge for selling holdings if not enough money in account to pay other charges £0.00
Same Day Payment Charge
Cost of receiving paper statements for a year £20.00
App available i
Charge for telephone/postal share dealing

Fund and Share Accounts (for low frequency trading)

Close Brothers Asset Management

Investment Account

4 stars
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Charge for automatic reinvestment £0.00
Charge for telephone/postal share dealing
App available i
Charge for transferring cash to another platform £0.00
Early Account Closure Fee (12 months or less) £0.00
Inactivity Charge £0.00
Charge for selling holdings if not enough money in account to pay other charges £0.00
Same Day Payment Charge
Cost of receiving paper statements for a year £20.00

Income Drawdown products (self-invested)

Close Brothers Asset Management

Self-Invested Personal Pension

2 stars
Annual cost of regular payments (drawdown) £0.00
Fee for setting up drawdown £60.00
Charge for taking whole pot under triviality rules £90.00
Charge for withdrawing your tax-free lump sum £60.00
Cost of adding funds to drawdown, or reviewing flexi-access drawdown (not capped) £90.00
Charge for purchasing an annuity £0.00
Charge for telephone/postal share dealing
Account closure fee £0.00
Charge for transferring cash to another platform £0.00
Charge for transferring investments to another platform i £0.00
Charge for automatic reinvestment £0.00
Same Day Payment Charge
Cost of receiving paper statements for a year £20.00

Ready-made Ethical General Investment Accounts

Close Brothers Asset Management

Close Sustainable Funds

3 stars
Cost (Year 1) i £488.89
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Does the provider have a mobile app?
Charge for selling holdings if not enough money in account for charges £0.00
Completing paper applications £0.00
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs
Early account closure fee £0.00
Cost of receiving paper statements for a year £20.00
Charge for transferring cash to another platform i £0.00

Ready-made Ethical Personal Pensions

Close Brothers Asset Management

Close Sustainable Funds

3 stars
Cost (Year 1) i £977.78
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Does the provider have a mobile app?
Charge for selling holdings if not enough money in account for charges £0.00
Completing paper applications £0.00
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs
Early account closure fee £0.00
Cost of receiving paper statements for a year £20.00
Charge for transferring cash to another platform i £0.00

Ready-made Ethical Stocks and Shares ISAs

Close Brothers Asset Management

Close Sustainable Funds

3 stars
Cost (Year 1) i £488.89
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Is there a mobile app?
Charge for selling holdings if not enough money in account for charges £0.00
Completing paper applications £0.00
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs
Early account closure fee £0.00
Cost of receiving paper statements for a year £20.00
Charge for transferring cash to another platform i £0.00

Ready-made General Investment Accounts

Close Brothers Asset Management

Close Tactical Select Passive Funds

3 stars
Cost (Year 1) i £391.25
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Does the provider have a mobile app?
Charge for selling holdings if not enough money in account for charges £0.00
Completing paper applications £0.00
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs
Early account closure fee £0.00
Cost of receiving paper statements for a year £20.00
Charge for transferring cash to another platform i £0.00

Close Brothers Asset Management

Close Portfolio Funds

2 stars
Cost (Year 1) i £591.43
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Does the provider have a mobile app?
Charge for selling holdings if not enough money in account for charges £0.00
Completing paper applications £0.00
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs
Early account closure fee £0.00
Cost of receiving paper statements for a year £20.00
Charge for transferring cash to another platform i £0.00

Close Brothers Asset Management

Close Managed Funds

1 stars
Cost (Year 1) i £774.17
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Does the provider have a mobile app?
Charge for selling holdings if not enough money in account for charges £0.00
Completing paper applications £0.00
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs
Early account closure fee £0.00
Cost of receiving paper statements for a year £20.00
Charge for transferring cash to another platform i £0.00

Ready-made Income Drawdown

Close Brothers Asset Management

Close Tactical Select Passive Funds

3 stars
Annual cost of regular payments £0.00
Cost of setting up income drawdown £60.00
Charge for taking your tax free lump sum from your pension, or for making a one off or new regular payment after drawdown has started £60.00
Cost (Year 1) i £1,173.75
Charge for selling holdings if not enough money in account for charges £0.00
Completing paper applications £0.00
Same day payment/payment by CHAPs
Account closure fee £0.00
Cost of receiving paper statements for a year £20.00
Charge for transferring cash to another platform i £0.00
Charge for transferring investments to another platform i £0.00
Charge for withdrawing your whole pension (if it is small enough to meet government rules) £0.00
Cost of adding money into your pension once drawdown has started, or the cost of reviewing the amount you're drawing down £0.00
Charge for account closure within 12 months through drawdown £0.00
Cost of reviewing your income drawdown if it is a capped drawdown plan £90.00
Charge for purchasing an annuity

Close Brothers Asset Management

Close Portfolio Funds

2 stars
Annual cost of regular payments £0.00
Cost of setting up income drawdown £60.00
Charge for taking your tax free lump sum from your pension, or for making a one off or new regular payment after drawdown has started £60.00
Cost (Year 1) i £1,774.29
Charge for selling holdings if not enough money in account for charges £0.00
Completing paper applications £0.00
Same day payment/payment by CHAPs
Account closure fee £0.00
Cost of receiving paper statements for a year £20.00
Charge for transferring cash to another platform i £0.00
Charge for transferring investments to another platform i £0.00
Charge for withdrawing your whole pension (if it is small enough to meet government rules) £0.00
Cost of adding money into your pension once drawdown has started, or the cost of reviewing the amount you're drawing down £0.00
Charge for account closure within 12 months through drawdown £0.00
Cost of reviewing your income drawdown if it is a capped drawdown plan £90.00
Charge for purchasing an annuity

Close Brothers Asset Management

Close Managed Funds

1 stars
Annual cost of regular payments £0.00
Cost of setting up income drawdown £60.00
Charge for taking your tax free lump sum from your pension, or for making a one off or new regular payment after drawdown has started £60.00
Cost (Year 1) i £2,322.50
Charge for selling holdings if not enough money in account for charges £0.00
Completing paper applications £0.00
Same day payment/payment by CHAPs
Account closure fee £0.00
Cost of receiving paper statements for a year £20.00
Charge for transferring cash to another platform i £0.00
Charge for transferring investments to another platform i £0.00
Charge for withdrawing your whole pension (if it is small enough to meet government rules) £0.00
Cost of adding money into your pension once drawdown has started, or the cost of reviewing the amount you're drawing down £0.00
Charge for account closure within 12 months through drawdown £0.00
Cost of reviewing your income drawdown if it is a capped drawdown plan £90.00
Charge for purchasing an annuity

Ready-made Personal Pensions

Close Brothers Asset Management

Close Tactical Select Passive Funds

3 stars
Cost (Year 1) i £782.50
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Charge for selling holdings if not enough money in account for charges £0.00
Completing paper applications £0.00
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs
Early account closure fee £0.00
Cost of receiving paper statements for a year £20.00
Charge for transferring cash to another platform i £0.00
Does the provider have a mobile app?

Close Brothers Asset Management

Close Portfolio Funds

2 stars
Cost (Year 1) i £1,182.86
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Charge for selling holdings if not enough money in account for charges £0.00
Completing paper applications £0.00
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs
Early account closure fee £0.00
Cost of receiving paper statements for a year £20.00
Charge for transferring cash to another platform i £0.00
Does the provider have a mobile app?

Close Brothers Asset Management

Close Managed Funds

1 stars
Cost (Year 1) i £1,548.33
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Charge for selling holdings if not enough money in account for charges £0.00
Completing paper applications £0.00
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs
Early account closure fee £0.00
Cost of receiving paper statements for a year £20.00
Charge for transferring cash to another platform i £0.00
Does the provider have a mobile app?

Ready-made Stocks and Shares ISAs

Close Brothers Asset Management

Close Tactical Select Passive Funds

3 stars
Cost (Year 1) i £391.25
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Charge for selling holdings if not enough money in account for charges £0.00
Completing paper applications £0.00
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs
Early account closure fee £0.00
Cost of receiving paper statements for a year £20.00
Charge for transferring cash to another platform i £0.00
Is there a mobile app?

Close Brothers Asset Management

Close Portfolio Funds

2 stars
Cost (Year 1) i £591.43
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Charge for selling holdings if not enough money in account for charges £0.00
Completing paper applications £0.00
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs
Early account closure fee £0.00
Cost of receiving paper statements for a year £20.00
Charge for transferring cash to another platform i £0.00
Is there a mobile app?

Close Brothers Asset Management

Close Managed Funds

1 stars
Cost (Year 1) i £774.17
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Charge for selling holdings if not enough money in account for charges £0.00
Completing paper applications £0.00
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs
Early account closure fee £0.00
Cost of receiving paper statements for a year £20.00
Charge for transferring cash to another platform i £0.00
Is there a mobile app?

Self-invested Personal Pensions (SIPPs)

Close Brothers Asset Management

Self-Invested Personal Pension

3 stars
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Charge for automatic reinvestment £0.00
Charge for transferring cash to another platform i £0.00
Early Account Closure Fee (12 months or less) £0.00
Charge for selling holdings if not enough money in account to pay other charges £0.00
Charge for telephone/postal share dealing
Cost of receiving paper statements for a year £20.00
Charge for writing to a third party to confirm the value of the account (Including probate valuations) £0.00

Stocks and Shares ISAs (self-invested)

Close Brothers Asset Management

Close Stocks & Shares ISA

4 stars
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Charge for automatic reinvestment £0.00
Charge for telephone/postal share dealing
Charge for transferring cash to another platform £0.00
Inactivity Charge £0.00
Charge for selling holdings if not enough money in account to pay other charges £0.00
Repairing or voiding an ISA, when required under HMRC rules May deduct and return to HMRC sufficent proceeds to cover any tax liability
Same Day Payment Charge
Cost of receiving paper statements for a year £20.00

Savings Accounts

1 Year Fixed Rate Accounts

Close Brothers Asset Management

1 Year Fixed Rate Bond

Interest Rate (AER) i 5.1%
Minimum Opening Balance i £10,000.00
What happens at maturity? i
Part of FSCS i
Maximum Balance i £2,000,000.00
Minimum Age to Open Account i 18
Sharia Account i
Can be opened by mobile app? i
Can be opened in branch? i
Can be opened online? i
Can be managed by mobile app? i
Can be managed in branch? i
Can be managed online? i
Additional Opening Criteria i
Can you make early withdrawals? i
Withdrawal Penalty i Your provider will contact you before the maturity date requesting instruction. If they receive no further instructions by the maturity date they will reinvest the funds into an easy access account.

Close Brothers Asset Management

HL Active Savings - 1 Year Fixed Term Deposit

Interest Rate (AER) i 5.1%
Minimum Opening Balance i £1,000.00
What happens at maturity? i The provider will contact you before the account matures. If you don't instruct them the money will be paid into a variable rate account until you instruct them further or withdraw the funds.
Part of FSCS i
Maximum Balance i £2,000,000.00
Minimum Age to Open Account i 18
Sharia Account i
Can be opened by mobile app? i
Can be opened in branch? i
Can be opened online? i
Can be managed by mobile app? i
Can be managed in branch? i
Can be managed online? i
Additional Opening Criteria i
Can you make early withdrawals? i
Withdrawal Penalty i

2 Year Fixed Rate Accounts

Close Brothers Asset Management

2 Year Fixed Rate Bond

Interest Rate (AER) i 4.95%
Minimum Opening Balance i £10,000.00
What happens at maturity? i The provider will contact you before the account matures. If you don't instruct them the money will be paid into a fixed term account with similar terms.
Part of FSCS i
Maximum Balance i £2,000,000.00
Minimum Age to Open Account i 18
Sharia Account i
Can be opened by mobile app? i
Can be opened in branch? i
Can be opened online? i
Can be managed by mobile app? i
Can be managed in branch? i
Can be managed online? i
Additional Opening Criteria i
Can you make early withdrawals? i
Withdrawal Penalty i Your provider will contact you before the maturity date requesting instruction. If they receive no further instructions by the maturity date they will reinvest the funds into an easy access account.

3 Year Fixed Rate Accounts

Close Brothers Asset Management

3 Year Fixed Rate Bond

Interest Rate (AER) i 4.6%
Minimum Opening Balance i £10,000.00
What happens at maturity? i The provider will contact you before the maturity date requesting instruction. If they receive no further instructions by the maturity date they will reinvest the funds into an easy access account.
Part of FSCS i
Maximum Balance i £2,000,000.00
Minimum Age to Open Account i 18
Sharia Account i
Can be opened by mobile app? i
Can be opened in branch? i
Can be opened online? i
Can be managed by mobile app? i
Can be managed in branch? i
Can be managed online? i
Additional Opening Criteria i
Can you make early withdrawals? i
Withdrawal Penalty (days) i

5 Year Fixed Rate Accounts

Close Brothers Asset Management

5 Year Fixed Rate Bond

Interest Rate (AER) i 4.35%
Minimum Opening Balance i £10,000.00
What happens at maturity? i The provider will contact you before the maturity date requesting instruction. If they receive no further instructions by the maturity date they will reinvest the funds into an easy access account.
Part of FSCS i
Maximum Balance i £2,000,000.00
Minimum Age to Open Account i 18
Sharia Account i
Can be opened by mobile app? i
Can be opened in branch? i
Can be opened online? i
Can be managed by mobile app? i
Can be managed in branch? i
Can be managed online? i
Additional Opening Criteria i
Can you make early withdrawals? i
Withdrawal Penalty i

Easy Access Accounts

Close Brothers Asset Management

Easy Access Account (Issue 2)

Interest Rate (AER) i 5.1%
Minimum Opening Balance i £10,000.00
Maximum Balance i £2,000,000.00
Part of FSCS i
Withdrawal Penalty i
Minimum Age to Open Account i 18
Sharia Account i
Can be opened by mobile app? i
Can be opened in branch? i
Can be opened online? i
Can be managed by mobile app? i
Can be managed in branch? i
Can be managed online? i
Additional Opening Criteria i
Penalty free withdrawals? i
Additional Information i

Savings Accounts (ISAs)

1 Year Fixed Rate ISAs

Close Brothers Asset Management

1 Year Fixed Rate Cash ISA

Interest Rate (AER) i 4.97%
Minimum Opening Balance i £10,000.00
What happens at maturity? i The provider will contact to you before the account matures. Without instruction, the money in the account will be paid into a variable rate account.
Part of FSCS i
Minimum Age to Open Account i 18
Sharia Account i
Can be opened by mobile app? i
Can be opened in branch? i
Can be opened online? i
Can be managed by mobile app? i
Can be managed in branch? i
Can be managed online? i
Additional Opening Criteria i
Can you make early withdrawals? i
Withdrawal Penalty (days) i Earlier access on closure will lead to 90 day loss of interest.
Can you transfer in funds from another cash ISA? i
Can you transfer in funds from a stocks and shares ISA? i

2 Year Fixed Rate ISAs

Close Brothers Asset Management

2 Year Fixed Rate Cash ISA

Interest Rate (AER) i 4.65%
Minimum Opening Balance i £10,000.00
What happens at maturity? i The provider will contact to you before the account matures. Without instruction, the money in the account will be paid into a variable rate account.
Part of FSCS i
Minimum Age to Open Account i 18
Sharia Account i
Can be opened by mobile app? i
Can be opened in branch? i
Can be opened online? i
Can be managed by mobile app? i
Can be managed in branch? i
Can be managed online? i
Additional Opening Criteria i
Can you make early withdrawals? i
Withdrawal Penalty (days) i Earlier access on closure will lead to 150 day loss of interest.
Can you transfer in funds from another cash ISA? i
Can you transfer in funds from a stocks and shares ISA? i

3 Year Fixed Rate ISAs

Close Brothers Asset Management

3 Year Fixed Rate Cash ISA

Interest Rate (AER) i 4.25%
Minimum Opening Balance i £10,000.00
What happens at maturity? i The provider will contact you before the account matures. If you don't instruct them the money will be paid into a variable rate account until you instruct them further or withdraw the funds.
Part of FSCS i
Minimum Age to Open Account i 18
Sharia Account i
Can be opened by mobile app? i
Can be opened in branch? i
Can be opened online? i
Can be managed by mobile app? i
Can be managed in branch? i
Can be managed online? i
Additional Opening Criteria i
Can you make early withdrawals? i
Withdrawal Penalty (days) i Earlier access will close the account and will incur 270 day loss of interest.
Can you transfer in funds from another cash ISA? i
Can you transfer in funds from a stocks and shares ISA? i

5 Year Fixed Rate ISAs

Close Brothers Asset Management

5 Year Fixed Rate Cash ISA

Interest Rate (AER) i 4.15%
Minimum Opening Balance i £10,000.00
What happens at maturity? i The provider will contact you before the account matures. If you don't instruct them the money will be paid into a variable rate account until you instruct them further or withdraw the funds.
Part of FSCS i
Minimum Age to Open Account i 18
Sharia Account i
Can be opened by mobile app? i
Can be opened in branch? i
Can be opened online? i
Can be managed by mobile app? i
Can be managed in branch? i
Can be managed online? i
Additional Opening Criteria i
Can you make early withdrawals? i
Withdrawal Penalty (days) i Earlier access will close the account and will incur 365 day loss of interest.
Can you transfer in funds from another cash ISA? i
Can you transfer in funds from a stocks and shares ISA? i