Your customers require a global safe custody solution to help protect their onshore and offshore assets.
You require responsive and efficient custody and administration from a company that applies the highest possible standards when administering and safeguarding customer assets.
You need someone who understands a broad range of multi-currency liquid and illiquid asset classes and how to best serve even the most complex investment strategies.
Someone you can work closely with to embrace the latest technology and successfully grow yours and your clients' business.
Our Advanced Answer
At Multrees we provide high quality custody services focused on the protection of investor assets.
With Financial Conduct Authority (FCA) permission to hold and control client money, Multrees’ organisation-wide commitment to the protection of customer assets provides our wealth manager clients with invaluable support in discharging their own client money obligations to their retail customers.
Our business model is transparent and un-conflicted – we do not engage in any trading or risk taking activities of our own.
Our client had already made significant investment in its own portfolio management and reporting architecture. It needed a flexible onshore and offshore custody solution for its family office client. The ability to continue to use its preferred brokers and lending agents was a key requirement.
Our Client Design & Implementation team quickly established a service model that would minimise impact on the client and its customers, and arranged an implementation timeframe centred around a manageable reporting period. We also introduced a more robust end of year tax reporting process which was greatly appreciated. With minimal resource requirement from our client's own business, we were able to arrange a transition and asset transfer within two months of engagement.
“I found everyone more committed, more engaged and more willing to go that extra mile which is exactly what we all want. You have built a great team.”