Private individuals
Close aims to deliver a completely integrated service to meet all the financial needs of private individuals. Our services are tailored to the individual’s specific needs and can include discretionary portfolio management, fund management, financial advice, offshore banking, tax mitigation solutions and trusts.
We offer professional, high quality services delivered by specialists via personal one-to-one relationships. Our commitment to service and to developing and maintaining strong, lasting and mutually beneficial relationships with clients and our conservative approach are fundamental to our proposition.
As testament to our success, many clients come to us on personal recommendation and we have very long standing and rewarding relationships with our clients. Some service aspects, for example offshore banking, 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.
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