Close Bros hires for tailored portfolio service

Close Brothers Asset Management has hired Amy Lazenby as investment director to head up its tailored portfolio service.

Close Bros hires for tailored portfolio service

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Lazenby has joined from private client discretionary Wilson King Investment Management, which she co-founded in 2004. 
 
The tailored portfolio service offers discretionary managed investments in four portfolio styles with a global investment mandate.
 
Diversified Income invests between 30-70% in equities; Conservative between 25-65%; Balanced has from 45-85% in shares; and Growth is between 65-100%. 
 
Lazenby will work closely with Close Brothers CIO Nancy Curtin, who also this week has overseen the recruitment of five new analysts to the firm’s equity research team
 

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