Multrees Investor Services
Clair Burns has experience working in various financial institutions in roles such as Client Relationship Manager, TPA Oversight Assistant Manager, and Associate. Clair has a degree in Finance, Investment, and Risk from Glasgow Caledonian University. Throughout their career, Clair has demonstrated expertise in fund accounting, data relationship management, and income administration. Clair also has a background in providing excellent customer service from their time as a gym receptionist.
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Multrees Investor Services
It’s more about you than us, but here’s a little about us. Multrees provides a range of outsourced investment services to wealth managers, private banks, family offices and advisory businesses. Our services help you manage your clients and their assets, on your terms and in line with your regulatory responsibilities. We combine expert, personal service with flexible, open architecture technology to help you build your own private wealth management platform specifically tailored to your business. Whether it’s a lead outsource partner you are looking for, or someone to meet the specific needs of a part of your book alongside others, the Multrees difference is that we build our services around you, reducing operating model risk and business complexity. We don’t expect you to change your business model to fit ours. Because we work in a modular, flexible way, you can be confident that choosing Multrees will complement your business – not disrupt it