Bristol Private Office Services appoints advice and investment partner - Business Leader News

Bristol Private Office Services appoints advice and investment partner

A new partnership has been formed in Bristol to provide help for the area’s most successful people to support them in all aspects of life and wealth management.

Bristol Private Office Services (BPOS), the Bristol-based service for business owners and high net worth individuals in the South West, has partnered with Close Brothers Asset Management, to extend the range of services available to its clients to include bespoke financial planning advice and investment management services.

Launched in 2016 by Jerry Barnes, who has over 30 years of experience advising private clients, BPOS provides a local service to a number of families in the region. The service provides quality support and advice on all aspects of wealth and life management, including financial and administrative activities, for time poor clients and families.

Jerry Barnes said: “In the Bristol area we have some very successful people, who deserve to enjoy the fruits of their success. We find many families where their focus has been on building a business and working hard, who then need support on how to manage their wealth. They need a network of support in place and we aim to provide that network.”

BPOS was keen to partner with a well-established firm with a local presence in Bristol, that shared its values of providing high quality, trusted, client service and had a detailed understanding of the unique circumstances of both business owners and high net worth individuals. The partnership will enable BPOS to bolster its services, with Close Brothers Asset Management providing bespoke advice and investment services, helping clients reach their personal goals.

Ed Green, Financial Planning Director at Close Brothers Asset Management said: “We are delighted to partner with BPOS. Having a strong presence in Bristol provides us with a unique understanding of the region.

“High quality financial planning and advice adds value and provides much needed reassurance to a variety of individuals – from business owners who are looking to sell or have sold their business, to the inventors or innovators whose ideas has been bought by major technology companies, and artists, musicians and sports people who have become successful. Bristol has lots of these types of people and offering our services locally is a big benefit to them.”