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.
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.
“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. Based on our careful research, we are extremely confident in RBC Dexia’s ability to provide us with the highest level of custody and foreign exchange services,” says Helen Aldridge, finance and operations director, 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. Close Wealth Management Limited has established a long, successful history in the UK, founded on an ongoing commitment to the long-term needs of its clients. At RBC Dexia, we share this same focus on superior client service and look forward to the opportunity to demonstrate that commitment in the years ahead,” adds Joanna Meager, managing director, UK, RBC Dexia.