Brompton Asset Management (Brompton) selected Multrees Investor Services (Multrees) to provide custody and administration services to its private clients and platform technology across the enterprise.
Based in London, Brompton specializes in the management of multi-asset portfolios on behalf of financial intermediary partners, charities, mutual fund investors and private clients, as well as in the provision of investment services. direct real estate investment.
The partnership will include the provision of a personalized customer portal, platform and tailor-made customer reporting.
The technology department automates manual processes with integrated straight-through processing, eliminating the need for re-entry and minimizing risk.
Appointing Multrees as a private client custodian will also reduce the need for multiple processes for various custodians, instead of simplifying to a single instruction, explains Brompton Asset Management.
Multrees offers a range of outsourced investment services to asset managers, private banks, family offices and consulting firms.
Chris Fisher, CEO of Multrees, comments: “The significant success and growth of Brompton over the past decade has created an operational challenge of managing multiple clients across a variety of custodians, jurisdictions, currencies and types of active. We are excited to be able to support this growth with our unique and integrated capabilities in technology and service. “
John Duffield, Senior Partner at Brompton, says: “As our business grows, our customers benefit from our use of innovative technology providers and administrators. The experience and expertise of the Multrees team and our shared priority of providing customers with excellent service should ensure a successful partnership.