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

Into the Spider-Verse we go: Chris Justham assesses Trump Mk II

Into the Spider-Verse we go: Chris Justham assesses Trump Mk II

'The cognitive dissonance when your beliefs don't add up cause very real pain'

Chris Justham
clock 04 April 2025 • 3 min read
Investors hold back on equity exodus as they brace for Trump's next move

Investors hold back on equity exodus as they brace for Trump's next move

UK equity funds suffer

Linus Uhlig
clock 03 April 2025 • 2 min read
Darius McDermott: Are we seeing the end of US exceptionalism?

Darius McDermott: Are we seeing the end of US exceptionalism?

The Euro Stoxx 50 Index is up 10.8% since the start of the year

Darius McDermott
clock 03 April 2025 • 5 min read