Church House Investments (CHIM) has appointed Multrees Investor Services as its new strategic service provider.
The partnership with Multrees will enable CHIM to deliver its risk-managed portfolio solutions for investors, via outsourced services.
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By GlobalDataMultrees Investor Services provides open-architecture platform and investment services to help clients build their own bespoke wealth management platforms.
The firm’s clients include wealth managers, private banks, family offices and advisory businesses.
Roger Davis, operations director at CHIM, described Multrees as the “ideal partner” for the business. Davis continued: “They offer a custody, technology and administration service that skilfully balances the benefits of configurability with the operating efficiencies that allow firms like us to scale. Plus, they are also great people who genuinely understand the needs of independent Private Client Managers and their clients.”
Referring to the company mission, chief commercial officer of Multrees – Andrew Back – said: “Our aim with everything we do is to provide scalability and improve process efficiencies for our clients, while also enabling them to take greater control over their end client user journey.”
Back finished: “We’re delighted to have the opportunity to collaborate with the team at Church House in order to deliver flexible services that are individually configured to their business model.”
Spurred on by the pandemic, Multrees has accelerated the digitalisation process across its services through the implementation of electronic signatures and approvals, in attempts to go paperless.
According to platform market data from financial consultancy – the lang cat – the advisory sector has demonstrated “continued resilience” throughout the pandemic, with advised platform assets under administration increasing in Q3 by 5%, when compared to 2019.
CHIM is an independent fund and portfolio manager providing solutions to individuals, financial professionals and institutions. The firm currently manages a range of six funds for use by advisors and wealth managers, alongside overseeing around £1.5bn ($2bn) Assets under Management (AuM).
