Multrees Investor Services
Clive Stelfox serves as the Director, Chief Operating Officer, and Head of Client Relationship Management at Multrees Investor Services since July 2011. Prior to this, Clive held various roles at Barclays Wealth from September 2005 to February 2011, including Head of Business and Product Support, Vice President, Head of Cash Operations and Client Support, and Head of Operations Control. Clive obtained an MBA from the University of Strathclyde in 2001 and attended Manchester Grammar School from 1979 to 1985.
This person is not in any teams
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