Profiel
Mr. Gary J.
Callow is a Senior Investment Director at Close Asset Management Ltd.
He joined in July 2023 and his principal focus is to build and actively manage truly bespoke investment portfolios to help clients achieve their unique financial and investment goals.
Mr. Callow specialises in managing family wealth, often through tax efficient structures such as Family Investment Companies, Pensions, Trusts and ISAs.
He has significant experience managing personal wealth for entrepreneurs, following business sales, and also has many clients who are busy, successful senior executives and professionals.
As part of a team of investment managers, he also has a background in running portfolios for Independent Financial Advisers.
He has over 25 years of investment experience
Mr. Callow was previously employed as a Portfolio Manager by Williams de Broë Ltd.
and a Senior Investment Director by Investec Wealth & Investment Ltd.
Actieve functies van Gary Callow
| Bedrijven | Functie | Begin |
|---|---|---|
Close Asset Management Ltd.
 Close Asset Management Ltd. Investment ManagersFinance Close Asset Management Ltd. (Close AM) is the asset management subsidiary of Close Asset Management Holdings Ltd., itself a subsidiary of Close Brothers Group plc (LSE: CBG, ADR: CBGPY) in Great Britain. The firm was founded in 1982 and does business as Close Brothers Asset Management. Headquartered in London, Close AM provides a bespoke investment management service to private clients, trusts and corporates. | Portefeuillebeheerder-Aandelen | 01-07-2023 |
Eerdere bekende functies van Gary Callow
| Bedrijven | Functie | Einde |
|---|---|---|
Investec Wealth & Investment Ltd.
 Investec Wealth & Investment Ltd. Investment ManagersFinance Investec Wealth & Investment Ltd. (IW&I) is an asset management firm headquartered in London, UK. Formerly known as Rensburg Sheppards, the firm has roots dating back to 1827. In 2023, Rathbones Group Plc (LON: RAT) acquired the firm from Investec Plc (LON: INVP, ADR: IVTJY) in Great Britain. IW&I provides a range of investment management and financial planning services for individual clients, charities, trusts and clients of professional advisers on a bespoke basis. | Portefeuillebeheerder-Aandelen | 01-07-2023 |
Williams de Broë Ltd.
 Williams de Broë Ltd. Investment ManagersFinance Williams de Broë Ltd. (WDB) is the wholly-owned investment management subsidiary of Investec Wealth & Investment Ltd., itself a subsidiary of Investec Plc in Great Britain. Founded in 1869, WDB is based in London, and has additional offices in Birmingham, Bournemouth, Edinburgh, Exeter, Bath and Guildford. The firm specializes in managing money for private investors, offering private portfolio management, discretionary management and financial advisory services. They also manage a range of mutual funds. | Portefeuillebeheerder-Aandelen | 01-09-2011 |
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Williams de Broë Ltd.
Williams de Broë Ltd. Investment ManagersFinance Williams de Broë Ltd. (WDB) is the wholly-owned investment management subsidiary of Investec Wealth & Investment Ltd., itself a subsidiary of Investec Plc in Great Britain. Founded in 1869, WDB is based in London, and has additional offices in Birmingham, Bournemouth, Edinburgh, Exeter, Bath and Guildford. The firm specializes in managing money for private investors, offering private portfolio management, discretionary management and financial advisory services. They also manage a range of mutual funds. | Finance |
Investec Wealth & Investment Ltd.
Investec Wealth & Investment Ltd. Investment ManagersFinance Investec Wealth & Investment Ltd. (IW&I) is an asset management firm headquartered in London, UK. Formerly known as Rensburg Sheppards, the firm has roots dating back to 1827. In 2023, Rathbones Group Plc (LON: RAT) acquired the firm from Investec Plc (LON: INVP, ADR: IVTJY) in Great Britain. IW&I provides a range of investment management and financial planning services for individual clients, charities, trusts and clients of professional advisers on a bespoke basis. | Finance |
Close Asset Management Ltd.
Close Asset Management Ltd. Investment ManagersFinance Close Asset Management Ltd. (Close AM) is the asset management subsidiary of Close Asset Management Holdings Ltd., itself a subsidiary of Close Brothers Group plc (LSE: CBG, ADR: CBGPY) in Great Britain. The firm was founded in 1982 and does business as Close Brothers Asset Management. Headquartered in London, Close AM provides a bespoke investment management service to private clients, trusts and corporates. | Finance |
