People Moves

Close Brothers AM Adds To Investment Team

Alisha Ramkaran 11 April 2014

Close Brothers AM Adds To Investment Team

Close Brothers Asset Management has announced the appointment of Amy Lazenby to its investment team.

UK-based Close Brothers Asset Management has appointed Amy Lazenby to its investment team, as investor director and lead portfolio manager for the tailored portfolio service. 

Lazenby, as a chartered FCSI and chartered wealth manager, joins the firm with more than 10 years of investment experience.  Previously, she co-founded the private client discretionary firm Wilson King Investment Management.  

The tailored portfolio service offers discretionary managed investments in four portfolio styles with a global investment mandate.  It is also a core part of the CBAM private client, family office and charity range of investment solutions.   

The appointment is the latest in a series of hires made by CBAM; earlier this week, it announced it had recruited a number of equity analysts. (See here).

The business, which is part of UK-listed banking and investment firm Close Brothers, recently told this publication about its business plans and performance targets after issuing latest results. The firm said it is on course to achieve an operating margin of 15 per cent by the end of the 2015 financial year.

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