Once Close Brothers Asset Management, now TrinityBridge, we have been helping individuals, families, professionals and businesses to make confident financial choices for more than 30 years.
We’re here to support our clients wherever life leads them – from consolidating finances today to planning for retirement and beyond, as well as paving the way for future generations. We believe clarity is the bridge to the enduring relationships and trust we build with them. It shapes our core services around investment management, financial planning and workplace financial wellbeing. Our approach to wealth management is strategic – recognising the essential relationships that exist between our clients, their investment managers and their professional advisers. Our research led, multi-asset class investment management services are geared to generate the best possible returns for each client. Our financial planning services are considered and long-term in outlook – designed with financial freedom and security in mind. With teams and offices across the UK – from Chichester to Edinburgh and Bristol to London, TrinityBridge is set up to offer financial clarity wherever and whenever our clients need us.
