Trust & fiduciary
Close, via its offshore operations, Close Trustees Guernsey Limted, Close Trustees (Isle of Man) Limited and Close Trust Jersey Limited, is a specialist provider of trust services to private clients and institutions.
As these services are offered by our offshore operations, they will be subject to different regulation and compensation from similar services offered in the UK. Please see our ‘Important information’ for details of the regulation and compensation applicable.
International in our thinking, we operate on a practitioner to practitioner approach and pride ourselves on our professionalism and experience. This gives us the ability to meet the needs of our clients and their advisers through bespoke solutions. Whether these solutions involve trusts, companies, partnerships or foundations, our highly personalised service is designed to ensure that the objectives of the client are fully met.
Our offices in Guernsey, Jersey and the Isle of Man, operate as a single business providing an all encompassing client solution with the benefit of jurisdictional choice, allowing us to work openly and unhindered with clients and advisers.
With roots firmly entrenched in wealth management through our parent company, Close Brothers Group plc, we fully understand the importance of delivering a quality service. The backing of Close Brothers Group plc, founded in the City of London in 1878, adds longevity and integrity to our trust business. Close Brothers Group plc is quoted as the largest independent merchant banking group listed on the London Stock Exchange.
Our clients see us as quick thinking, problem solvers and creative, which, coupled with our reliability and rapid proactive decision making abilities make us distinctly different from other providers of trust services.
Commitment to service
We place a premium on meeting our clients’ expectations and ensure their objectives are met by agreeing defined service levels and using key performance indicators so we can monitor, measure and reassure. Our approach is relationship driven allowing us to offer a personalised service with one point of contact.
Client service model
- Full asset reporting
- Effective corporate governance
- Access to in-house technical advisers
- Full guidance and interaction directly with the clients’ professional adviser ensuring complete understanding of the structure to be delivered
- Independence; we have the ability to select the most appropriate service providers to meet the needs of your clients.
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