Focusing on niche investment areas, we are specialists in the AIM market, UK bonds, structured products and UK equity portfolios.

We are experts in guaranteed and protected products, such as the Close Escalator funds, that are designed to provide returns linked to stockmarket growth, with capital protection in the event of a fall.

As well as managing AIM venture capital trusts, we offer several AIM related investment products – notably the Close Inheritance Tax Service.

With a bias towards mid-market and small sized UK equities, we manage portfolios for institutions, charities and individuals.