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.
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)
| 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 |
| Charge for telephone/postal share dealing | |
| Same Day Payment Charge | |
| Cost of receiving paper statements for a year | £20.00 |
| App available i |
Fund and Share Accounts (for low frequency trading)
Close Brothers Asset Management
Investment Account
| 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 |
| Charge for telephone/postal share dealing | |
| Same Day Payment Charge | |
| Cost of receiving paper statements for a year | £20.00 |
| App available i |
Income Drawdown products (self-invested)
Close Brothers Asset Management
Self-Invested Personal Pension
| 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 |
| 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 |
| 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 | |
| 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
| 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
| 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
| 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
| 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
| Cost (Year 1) i | £537.14 |
|---|---|
| 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
| Cost (Year 1) i | £720.83 |
|---|---|
| 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
| Cost of setting up income drawdown | £60.00 |
|---|---|
| Annual cost of regular payments | £0.00 |
| 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 | £1,181.25 |
| 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
| Cost of setting up income drawdown | £60.00 |
|---|---|
| Annual cost of regular payments | £0.00 |
| 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
| Cost of setting up income drawdown | £60.00 |
|---|---|
| Annual cost of regular payments | £0.00 |
| 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 | £2,162.50 |
| 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
| Cost (Year 1) i | £787.50 |
|---|---|
| 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
| Cost (Year 1) i | £1,074.29 |
|---|---|
| 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
| Cost (Year 1) i | £1,441.67 |
|---|---|
| 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 Stocks and Shares ISAs
Close Brothers Asset Management
Close Tactical Select Passive Funds
| Cost (Year 1) i | £393.75 |
|---|---|
| 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 |
Close Brothers Asset Management
Close Portfolio Funds
| Cost (Year 1) i | £537.14 |
|---|---|
| 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 |
Close Brothers Asset Management
Close Managed Funds
| Cost (Year 1) i | £720.83 |
|---|---|
| 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 |
Self-invested Personal Pensions (SIPPs)
Close Brothers Asset Management
Self-Invested Personal Pension
| 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
| 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 |
| Inactivity Charge | £0.00 |
| Charge for telephone/postal share dealing | |
| 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 |