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CBF Wealth Management
CBF Wealth Management was established in 2006. It operates as a joint venture between HW Fisher and Close Brothers Asset Management. The firm supplies personal...
CBF Wealth Management
CBF Wealth Management was established in 2006. It operates as a joint venture between HW Fisher and Close Brothers Asset Management. The firm supplies personal financial planning and investment management to clients in the United Kingdom. No asset-class allocations, named portfolio holdings, or co-investors appear in available records. The firm maintains its headquarters in London with no additional offices listed. No recent operational events from the last 24 months are documented. The joint-venture structure between an accounting practice and an asset manager constitutes the primary architectural distinction. No philanthropic vehicles, succession details, or club memberships are disclosed.
General information
Firm type
Bank / Wealth / Trust
Year founded
2006
Location
Region
Europe
Country
United Kingdom
City
London
Corporate office
London, United Kingdom
Frequently asked questions
Who runs investment decisions at CBF Wealth Management?
No named investment professionals or decision makers are identified in public sources.
Is CBF Wealth Management structured as a single family office or does it operate more like a venture firm?
CBF Wealth Management functions as a wealth manager and joint venture, not a family office or venture firm.
Does CBF Wealth Management participate in fund commitments or only direct deals?
No information on fund commitments or direct deals is available from current sources.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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