Giles Marshall

Spear's Review

Giles Marshall joined Close Brothers in 2006, tasked with serving the firm’s burgeoning portfolio of HNW clients. It has proved to be a wise appointment.

In December 2019, having consistently demonstrated a knack for bringing on new clients and supporting the firm’s regional expansion, Marshall was promoted to its head of HNW services. As part of the Close Brothers management team, he now oversees a team of investment managers, as well as smaller teams focusing on discretionary management and inheritance tax.

As of December 2022, Close Brothers' assets under management were reported at £15.2 billion. While a tougher financial climate has dented profits, analysts say the firm’s fundamentals remain strong. Marshall's loyal client base no doubt helps with that.