Solution introduction
Multrees solutions supports internationally based clients
Multrees is a global custodian and our sub custody network and nominee service supports the custody of investments in over 50 countries
This, along with the partnership approach and relationship management structure, allow us to provide a consistent level of service. Multrees operates a hybrid approach to client relationship management. We assign dedicated relationship management staff who spend time gaining a deep understanding of our clients and their business. We also offer direct access to our shared service operational teams so that our clients are able to speak directly to the relevant operational experts. The Relationship Manager is involved in all stages of the process from implementation to Go-LIVE, providing continuity and a single point of contact. We aim to align our service levels with those of our client businesses. Relationship Managers are available by phone and email and regularly visit our clients' offices.
We provide a modular suite of regulated custody, investment administration, digital and reporting services in a way that seamlessly augments and improves your operational capabilities. What we do and the way we work delivers further cost, capital efficiencies and supports robust compliance, enabling more effective scalability.
Multrees believes in aligning its service model with those of its clients and recognises that strong client service is a competitive strategic advantage, creating the best possible experience for clients and their Customers. We never forget that you are a client business and that our mutual success depends on our successfully fulfilling the needs of your underlying Customers. We believe this is best delivered through a relationship of mutual trust, respect and transparency. This is embedded across the business from our relationship managers to our operations staff. Our senior team make themselves available to clients and meet clients regularly to review service levels and understand future plans.
Features
The Multrees service model includes:
- A client-centric workforce to aid retention
- A service delivery system organised around the needs of our clients. Keeping clients at the heart of our business by building strong interpersonal relationships so we can get to know all relevant individuals and what they expect from us. The full depth of the Multrees team will be known to you and your colleagues, and the most positive praise we can have is that you consider them part of your team.
Benefits
Personal relationships are central to the Multrees model. Your dedicated client relationship manager will act as a point of contact throughout the migration and implementation. Our senior team is always available to clients and meets with them regularly. All operations and service teams are based in the Edinburgh office. This provides the benefit of close contact and ensures teamwork, communication and internal accountability are assets of Multrees.
Teams are represented at daily and weekly meetings where areas of performance across the business are discussed. Alignment of Service Level Agreement (“SLA”) into staff performance development plans ensure the correct focus is placed by all on delivering a great client service across all teams. These same targets also form the basis of service review agenda items to be discussed directly with the client.
We have assembled a team of talented, experienced individuals and created an open and collaborative culture in which they can develop their true potential. We enroll all staff in the Chartered Institute of Securities and Investments (“CISI”) to give them access to development opportunities and to install the right sense of ethics and integrity.
Key Data
Type of Clients
- Family Offices
Client Regional Presence
- Central America
- Eastern Europe
- Western Europe
Insource Growth
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