Close Brothers Asset Management (CBAM) has appointed Helen Gerrard and Nick Jackson as Managing Directors to further support the expansion of its investment management service for high net worth clients in the North West.Gerrard and Jackson join from Rathbones, where they both worked providing investment management services primarily in the North West. Gerrard joined Rathbones in 1987, originally as a dealer before moving to the investment side in 1994. Jackson has been at Rathbones since 2002, specialising in managing portfolios for private individuals, trusts, charities and personal pensions.
In their new roles at CBAM, Gerrard and Jackson will support the growth of CBAM’s Bespoke investment management service, working closely with CBAMs financial planners, professional intermediaries and other private client advisers in the region.
The news follows a string of recent senior hires, both in investment management and business development. The growth of the team is a vital element of the company’s ambition to strengthen and enhance its Bespoke investment management service, delivering high quality services to high net worth clients across the UK.
Martin Andrew, Chief Executive of Close Brothers Asset Management, says: “At a time of economic uncertainty and disruption, high net worth clients need expert support and excellent service more than ever. Nick and Helen are fantastic additions to our team and are part of our strategic vision to strengthen our capability for high net worth clients. Their extensive experience will enhance the proposition we’re able to offer clients in the North West.”
