Multrees Investor Services
Clive Stelfox, MBA graduate from the University of Strathclyde and alumnus of Manchester Grammar School, has an extensive professional background in the financial industry. At Multrees Investor Services, where Clive has been employed since July 2011, Clive holds multiple leadership roles including Director, Chief Operating Officer, and Head of Client Relationship Management. Prior to this, at Barclays Wealth from September 2005 to February 2011, Clive had various roles such as Vice President and Head of Business and Product Support. Additionally, Clive has experience as Head of Cash Operations and Client Support, as well as Head of Operations Control during their tenure at Barclays Wealth.
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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