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Wealth manager opens office in Cheltenham

By Christian Mayes, 8 Sep 23

Operation will be shared between senior investment directors and support staff

The Royal Crescent buildings, Cheltenham, Gloucestershire, England, UK, Western Europe.

Close Brothers Asset Management (CBAM) has opened a new hub in Cheltenham.

The office will be shared between senior investment directors and support staff, including investment directors Ed Mawle, Charles Lawson, Charlotte Selby-Rickards, and Charlie Purves.

The hub will be located in the The Quadrangle building in Cheltenham’s business district.

The latest regional office adds to CBAM’s hubs in offices in Birmingham, Bristol, Chester, Chichester, Edinburgh, Farnham, Gatwick, Glasgow, Guernsey, London, Manchester, Midlands, Newcastle and Northwich.

Giles Marshall, head of bespoke at CBAM, said: “We are delighted to announce the opening of our new office in Cheltenham, following some significant hires in the region over the last year.

“The growth of our bespoke investment offering is key for CBAM, and our new dedicated office will further expand the availability and quality of our services. Alongside this, we know our clients value a personal and local connection with their investment managers, which helps develop understanding and trust, and builds relationships that last decades.”

For more insight on UK wealth management, please click on www.portfolio-adviser.com

Tags: Close Brothers

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.