TRINITYBRIDGE LIMITED

1. TRINITYBRIDGE LIMITED 2025-04-10 → present
2. CLOSE ASSET MANAGEMENT LIMITED 2009-04-30 → 2025-04-10
3. CLOSE PRIVATE ASSET MANAGEMENT LIMITED 2000-03-31 → 2009-04-30
4. REA BROTHERS (INVESTMENT MANAGEMENT) LIMITED 1982-06-17 → 2000-03-31

Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers

Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.

Accounting basis

FRS 101

Reporting scope

Standalone (parent only)

Auditor

PricewaterhouseCoopers LLP

Audit opinion

Unqualified (clean)

Going concern

Affirmed

“Following a review of both the financial position of the Company and the current and forecast level of trading, the Directors have a reasonable expectation that the Company has adequate resources to continue in existence for a period of at least 12 months from the date of signing these financial statements. The expectation included an assessment of severe but plausible downside scenarios such as a decrease in market growth which would have an impact on revenues. The Company had net current assets of £75,689,000 as at the period end date.”

Group structure

1. TRINITYBRIDGE LIMITED · parent
   1. Lion Nominees Limited 100% · Nominee company
   2. CBF Wealth Management Limited 100% · Private client advice
   3. Place Campbell TrinityBridge Limited 50% · Private client advice
   4. PMN Financial Management LLP 99% · Private client advice
   5. Bottriell Adams LLP 99% · Private client advice

Significant events

• “In September 2024, Close Brothers Group plc ("CBG") agreed the sale of the Close Brothers Asset Management ("CBAM") division, of which the Company is a part, to Oaktree Capital Management L.P ("Oaktree") (the "Transaction"). Following regulatory approval, the Transaction completed on 28 February 2025 and CBAM became a standalone and independently run wealth management business.”
• “Following the sale, CBAM moved quickly to establish its new identity - TrinityBridge and the change of name was completed on 10 April 2025.”
• “Subsequent to the balance sheet date, the Company changed its legal name from Close Asset Management Limited to TrinityBridge Limited effective from 10 April 2025.”
• “On 24 June 2025, TrinityBridge confirmed that Eddy Reynolds would be leaving his role as Chief Executive Officer in September 2025.”

Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers

Filings

14

last 12 months

Capital events

0

last 24 months

Officers appointed

4

last 12 months

Officers resigned

2

last 12 months

Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.

• Turnover

  -30.6%

  £131,660,000 → £91,341,000

• Cash

  -29.8%

  £34,930,000 → £24,529,000

• Net assets

  -1.4%

  £85,478,000 → £84,313,000

• Employees

  —

  Not reported

• Operating profit

  -3.7%

  -£6,902,000 → -£7,157,000

• Profit before tax

  -136%

  £3,207,000 → -£1,154,000

Each % is (latest − prior) ÷ |prior| for the line item as filed. Periods don't have to be exactly 12 months apart — a long or short period (typical around incorporation or year-end changes) will distort the comparison. Lines a company doesn't report are omitted. About these numbers