Private individuals

Close delivers completely integrated, tailored solutions in order to fully meet the needs of private individuals. 

Our commitment to personal service and to developing and maintaining strong, lasting and mutually beneficial relationships with clients and our conservative approach are fundamental to our proposition.

Our clients come from a wide range of backgrounds and consult Close on a number of specific aspects including discretionary portfolio management, offshore banking, financial advice, retirement planning, fund management, tax mitigation and trust planning.

These case studies highlight a few of our clients, how they came to Close and their views on the services we continue to provide to them.