Close Brothers AM Names New Investment Director

Harry Keir Hughes

14 February 2017

has appointed Eileen O’Rourke as its investment director in a bid to strengthen its high net worth service, the UK-headquartered firm said this week.

O’Rourke joins after spending 23 years with independently-owned Brewin Dolphin. Working with its investment management team as divisional director, O’Rourke looked after multi-asset portfolios for high net worth individuals, trusts and charities.

At Close Brothers Asset Management, O’Rourke will provide tailored fund management services to high net worth clients, running portfolios that include taxable investment accounts, ISAs, self-invested personal pensions and offshore bonds.

“Eileen joins Close Brothers Asset Management at a time of strong growth for our business. Her experience and skill set will be a welcome addition to our award-winning investment team, as we service our growing client base of high net worth individuals, trusts and charities,” said Nancy Curtin, chief investment officer at the firm.

Operating throughout the UK, Close Brothers Asset Management provides a full range of advice and investment management services to private clients and professional advisors.

The firm's latest hire comes after it bolstered relationships with intermediaries in the South West.

The firm is part of Close Brothers, a UK merchant banking group that is a member of the FTSE 250.