Close AM prepares for RDR with new hire

clock

Close Asset Management has appointed an intermediary client adviser to help IFAs plan for the RDR.

Jon Wingent will work with intermediaries to improve their understanding of the RDR's implications and plan for the future. Close says Wingent brings a wide range of experience in private banking from EFG Private Bank, Merrill Lynch and Barclays Wealth. Steven Mendel, Close head of UK wealth management, says: "The latest Policy Statement from the FSA has conclusively set out the rules under RDR. "Supporting the adviser today for tomorrow's changes is key to Close's growth strategy and that is why we are investing in quality people, so I am excited to welcome Jon Wingent to the te...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

The wonder women from Fundcalibre's rated funds list

The wonder women from Fundcalibre's rated funds list

'These two top-rated women have been quietly delivering for investors for the long term'

Darius McDermott
clock 06 March 2025 • 5 min read
Schroders AUM reaches £779bn as profits rise 14%

Schroders AUM reaches £779bn as profits rise 14%

Firm gives strategy update in full year results

Sorin Dojan
clock 06 March 2025 • 2 min read
Advisers 'can't ignore ESG anymore': Aegon's Beacham

Advisers 'can't ignore ESG anymore': Aegon's Beacham

‘Encouraging ESG investing no longer a difficult task for advisers’

Sahar Nazir
clock 05 March 2025 • 1 min read