∙ Close Brothers Asset Management (CBAM) announces the opening of its new Birmingham office, offering both Advice and Investment Management services
∙ The Birmingham office will be one of CBAM’s most important hubs outside London, with a truly integrated team of financial advisers and investment managers
∙ The move represents CBAM’s ongoing commitment to increasing its regional and national footprint, and growing its client base
Close Brothers Asset Management (CBAM) announces the opening of its new full-service Birmingham office, as the business expands its bespoke Advice and Investment Management offering further across the Midlands. The office will be shared between CBAM’s Advice team and CBAM Investment Managers and will open on 5 December 2022.
The Advice team will be led by Ben Staniforth, Managing Director (Midlands and South West), who joined CBAM in June 2022. The team will consist of more than a dozen individuals overall, with six Financial Planning Advisers supported by a wider team of Client Service Executives/Paraplanners.
The new office will also host six Investment Managers, including Sally-Ann Gallier and Phil Mountford who joined CBAM from Rathbones and Investec earlier this year, and several administrative staff.
Eddy Reynolds, CEO at Close Brothers Asset Management, said: “We are thrilled to announce the opening of our new Birmingham site, one of CBAM’s most significant full-service offices in the UK, which will further expand the availability of our bespoke Advice and Investment Management services.
“Deepening our regional presence is a key strategic priority for CBAM, and the opening of the Birmingham office follows a range of new key hires over the last year. We believe that our clients continue to value a personal and local connection with their advisers and investment managers, and this only becomes more evident during turbulent times of market volatility, such as the type we are all living through now.”