Institutions
Close provides a wide range of financial, investment management and administration services to institutions including corporations, life companies, trusts, family offices, charities, friendly societies, government bodies and fund managers.
These services are relevant to insitutions and are offered only to institutions. If you are not an institution then you may not be able to rely on the relevant regulatory protection and compensation arrangements for these services. For further details please see our ‘Important information’.
Our services include -
- Investment management via specialist funds, discretionary portfolios or advisory services
- Offshore corporate banking
- International custody
- Arranging trusts
- Fund administration
Some products and services will be delivered by our offshore operations and so will be subject to different regulation and compensation than services offered in the UK. Where this is relevant, we will highlight the legal entity offering the service and direct you to our ‘Important information’ for details of the regulation and compensation applicable to the service offered.
As we also provide a number of these services direct to private clients we understand how best to help you to service your clients.
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