Close Brothers has launched the Close Wealth Management Academy to deepen its relationships with financial advisers.
The service takes a three-pronged approach, with dedicated development managers accessible by phone and in person, a new website with product literature available for download and to order in print, and a ‘virtual office’ application allowing product literature, market commentary, illustrations and contacts to be accessed even when the user is offline. Rex Cowley, head of high net worth and international marketing for Close Wealth Management, said the system has been developed over the past 18 months, with trials over the past six months involving about 200 advisers around the world. “It’...
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