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.
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.
OLIM, our sister company, specialises in managing UK equity portfolios. OLIM’s fundamental approach focuses on investing in undervalued equities with an overall preference for small and mid -cap companies with long-term growth opportunities. They manage mainly segregated portfolios for charities and wealthy individuals as well as segregated commercial property portfolios for pension funds, investments trusts and charities, focussing on long, strong income streams all over the UK.
