Company

Close Brothers

Position

Managing director

Index

HNW Wealth Managers

Location

London

Advice type

Investment management

Client Types

HNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Andrew Hess

Spear’s Review

Andrew Hess joined Close Brothers as managing director of its HNW bespoke investment management service in 2019. 

Hess joined the firm from Rathbones, where he worked as an investment director. The seasoned adviser has more than 30 years of experience managing funds on behalf of private clients, pension funds, charities and City livery companies.

He told Spear’s that Close Brothers has a ‘strong global direct equity research capability’ alongside an ability to run bespoke portfolios. ‘This, combined with a low client-to-investment-manager ratio, enables us to provide a personal service to our clients.’

Rank: Top Recommended

Top Recommended 2024, HNW Wealth Managers

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