Close Brothers Asset Management appoints Adam Finlay

Date: 15 May 2023

Vicente Luckina Bunn

Adam Finlay will be based in Close Brothers Asset Management’s Birmingham office.

Adam Finlay

Close Brothers Asset Management announces the appointment of Adam Finlay as Investment Manager. Based in CBAM’s Birmingham office, Adam is responsible for developing, implementing and managing bespoke investment portfolio strategies to meet the unique objectives of high-net worth clients, including private individuals, corporates, trusts, and charities.

With over 10 years’ experience in the wealth management sector, Adam began his career at Capelin Financial Management, a local West Midlands IFA firm, before joining Investec Wealth & Investment in 2016.

Launched last year, the Birmingham office is one of CBAM’s most important hubs outside London, with an integrated team of financial advisers and investment managers.

Giles Marshall, Head of Bespoke at CBAM, said: “Adam is a highly experienced investment manager, with a proven track record of managing a range of strategies that cater to a diverse range of unique client needs. “As we continue to build our regional presence across the UK, we are delighted to have Adam as a valuable member of the CBAM team.”

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