Close Brothers Asset Management opens office in Birmingham

Expansion of advice and investment offering across the Midlands

Julia Bahr
clock • 1 min read

Close Brothers Asset Management (CBAM) has revealed the opening of its new ‘full-service’ Birmingham office, as the firm expands its 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 managing director Midlands and South West Ben Staniforth, who joined the business in June this year. According to CBAM, the team will consist of more than a dozen individuals overall, with six financial planning advisers supported by client service executives and paraplanners. The Birmingham office will also host several administrative staff and six investment managers, including Sally-Ann Gallier and Phil Mountford, who joined CBAM from...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

Step by step: Five ways IFAs can build a better business

Step by step: Five ways IFAs can build a better business

'Ultimately, the work that advisers do is incredibly valuable'

Alistair Eccleston
clock 17 January 2025 • 5 min read
Editor's view: Flight of the paraplanner

Editor's view: Flight of the paraplanner

The editor's Friday Night Takeaway from 10 January

Jen Frost
clock 10 January 2025 • 3 min read
New year, same duty of care: Are you leaving smaller clients out in the cold?

New year, same duty of care: Are you leaving smaller clients out in the cold?

'For clients with lower assets, there are trusted homes out there'

Julie Greenwood
clock 10 January 2025 • 4 min read