Profile
Mr. Paul Roe is an Investment Director at Close Asset Management Ltd.
He joined the firm in 1999, and is responsible for managing private client assets, SSASs and SIPPs on a discretionary basis.
His career in private client services includes extensive experience in private client fund management working for Henry Cooke Lumsden from 1985.
Mr. Roe was recruited to specialize in pension fund management with actuarial practice DJT Group in 1991 and with this function moved to Rea Brothers in 1998.
He is a Chartered Fellow of the Securities Institute and a holder of its Diploma.
Paul Roe active positions
| Companies | Position | Start |
|---|---|---|
Close Asset Management Ltd.
 Close Asset Management Ltd. Investment ManagersFinance Close Asset Management Ltd. (Close AM) is the asset management subsidiary of Close Asset Management Holdings Ltd., itself a subsidiary of Close Brothers Group plc (LSE: CBG, ADR: CBGPY) in Great Britain. The firm was founded in 1982 and does business as Close Brothers Asset Management. Headquartered in London, Close AM provides a bespoke investment management service to private clients, trusts and corporates. | Portfolio Manager-Equities | 1998-12-31 |
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| Private companies | 1 |
|---|---|
Close Asset Management Ltd.
Close Asset Management Ltd. Investment ManagersFinance Close Asset Management Ltd. (Close AM) is the asset management subsidiary of Close Asset Management Holdings Ltd., itself a subsidiary of Close Brothers Group plc (LSE: CBG, ADR: CBGPY) in Great Britain. The firm was founded in 1982 and does business as Close Brothers Asset Management. Headquartered in London, Close AM provides a bespoke investment management service to private clients, trusts and corporates. | Finance |
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