RBC Dexia Investor Services has been selected by Close Wealth Management Limited to provide global custody and foreign exchange services for that company’s £1.5 billion investment portfolios.
“Close Wealth Management Limited undertook a rigorous review process to identify the provider best-equipped to satisfy our exacting requirements for day-to-day service, risk management and operational efficiency in support of our growing portfolio,” says Helen Aldridge, finance and operations director for Close Wealth Management Limited.
“We are delighted to be embarking on this new business relationship with such a well-respected member of the wealth management community,” said Joanna Meager, managing director, U.K. for RBC Dexia.
Established nearly 40 years ago, Close Wealth Management Limited is part of Close Brothers Group plc, one of the 200 largest companies on the London Stock Exchange.
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