Close Wealth Management, a part of the Close Brothers Group, has chosen RBC Dexia Investor Services to provide global custody and foreign exchange services for its £1.5 billion investment portfolios.
“Close Wealth Management 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. “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.”