View more on these topics

Close set up new Jersey based division

Close Private Bank has set up a new division specifically designed to service the global corporate market.

Close Corporate Administrative Services will focus its business model on a relationship-driven approach, focusing on security, limited partnerships, fund administration, employee benefits and pension schemes.

Close Trust Company Jersey Limited managing director Mike Price says: “Some time ago we identified the increasing sophistication of financial engineering undertaken by international corporate clients as a trend that was benefiting the trust industry in general, and Jersey in particular.

“We have been developing our range of services to cater for their specific requirements.”

C-CAS business development manager says: “Jersey’s infrastructure offers political stability and robust regulation coupled with a highly skilled and motivated workforce.

“This combination provides the best possible environment from which C-CAS can deliver the exacting administrative support, demanded by international corporate executives and their professional advisers.”


Transition time

Simon Olive, Management consultant Axa Management & TrainingFirst, commission is an appropriate payment mechanism for those clients who simply want to buy product from you. It is less appropriate for those who want general advice and/or an ongoing service and relationship. Twenty years ago, fatter commissions and lower costs may have enabled advisers to subsidise […]

Skandia returns with protected portfolio investment

Skandias protected portfolio investment range provides capital growth linked to an equally weighted portfolio of five externally managed funds with varying degrees of capital protection and return over a five-year term.

PFS members won’t get preferential PI

Personal Finance Society members will not benefit from lower professional indemnity cover rates with broker NCG despite PFS claims of a partnership with the insurer to provide favourable terms.

Release of life

Just Retirement marketing and product manager Nigel Barlow says equity-release plans have been labelled distress purchases but are becoming an integral part of retirement planning.


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm