Multrees Newsletter 2022
Newsletter April 2022
Hello, and welcome to the first edition of the Multrees Newsletter!
We closed out the year 2021 with great momentum in new clients, additions to our Board and Executive team, and importantly celebrated 10-years in the City. This is a substantial milestone for any business, and particularly important and special for a business born in the chaotic aftermath of the 2008 global financial crisis, now thriving and striding in to its second decade in the equally historic and challenging times in which we find ourselves.
We believe that our absolute commitment to quality, personalised client service, our ability to adapt and respond to client needs, and the dedication of the Multrees team has been the strength behind our growth and are key differentiators in our market.
Last week, we received two glowing acknowledgements, winning two categories at the Tenth Annual #WealthBriefing European Awards. I am very happy to accept the award for Technology Chief Executive Office of the Year, and I am so proud of the team, as we were recognised as “Platform Provider of the Year.”
With the launch of a new website, our new Glasgow office, and our continued growth in new revenue and assets, 2022 looks set to be another busy year – with exciting developments to come! We couldn’t have achieved so much without your ongoing support.
Thank you.
Chris Fisher
Founder and CEO
MULTREES JOINS GLOBAL ELITE WITH WEALTH BRIEFING AWARDS
We have been recognised as a leading wealth management technology and outsourced administration provider, joining the ranks of an elite global group who have been handed the honour of winning a WealthBriefing Award.
We were awarded the ‘Best Technology Chief Executive Officer’ and ‘Best Platform Provider’ at the Tenth Annual WealthBriefing European Awards 2022.
Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges. It is this process that makes WealthBriefing awards so prized amongst winners.
PLATFORM PROVIDER
The judges crowned Multrees the winner in this category due to its high-quality niche outsource platform. Very impressive, said the judges.
TECHNOLOGY CHIEF EXECUTIVE OFFICER – CHRIS FISHER
For the Technology CEO winner, it was their unrivalled commitment to client service and ability at building a robust business and culture that made this submission stand out from the crowd. Their unique vision and drive have helped push their firm to the top of their industry, said one member of our judging panel.
Click here to see the WealthBriefing website with the full list of categories and winners...
Launch Of Glasgow Office Hub
Earlier this month we announced the opening of an agile working hub in Glasgow. Accommodating the rapid growth of the business, as well as leveraging the local talent pool, the new office will be available for existing staff and new recruits.
In addition to the operational centre in Edinburgh and a London City hub, the new office will further strengthen the business capabilities as recent client wins and rapid recruitment has accelerated the company’s growth and resource requirements.
Multrees positioned in the State of the adviser nation research by the LangCat
Multrees positioned in the State of the adviser nation research by the LangCat which highlights our role as a private-labelled platform provider. You can download the full report on our website and watch the webinar via the link here.
Multrees to sponsor Meeting of Minds: Winning Advisers Event
This event brings together the owner managers of financial advisory firms and the agenda is focussed on productivity, profitability and industry trends. For Multrees – these themes translate into outsourced technology and how it can add value back into the sector. Our Expert, CCO Andrew Back will discuss balancing client-facing technology with back-office efficiency and automation and the role customisation has to play in delivering your client proposition.
To register as a participant please contact Owen James Events at johnhall@owenjamesgroup.com
Multrees in the press
Multrees CCO Andrew Back discusses the intergenerational wealth planning and how platforms facilitate the transfer of wealth within families.To see full article click here.
WB profile on talent CEO Chris Fisher sat down to talk about the cost pressures, fight for talent and other demands on the wealth management sector - and how they might be best managed. To see the full article click here.
We are featured in Simoney Kyriakou's FTAdviser In-Focus piece on “When Clients’ Plans Change”. Part of this multi-part feature discusses how platform changes such as consolidation, innovation and selection impacts clients. In the article, Multrees Investor Services CCO Andrew Back highlights the importance of client/consumer driven technology innovations and market trends in consolidation. To see the full article see here
A great article from Ruby Hinchcliffe at FTAdviser and Multrees Investor Services Founder and CEO Chris Fisher discussing the demand for white-labelled service propositions and why growth orientated advisers are looking to Multrees for a different model and offering. To see full article click here.