Multrees announces new strategic partnership with Church House Investment Management

25 November 2020

Multrees Investor Services has been selected by Church House Investments (CHIM) as its new strategic service provider.

Working with wealth managers, private banks, family offices and advisory businesses, Multrees Investor Services provides open-architecture platform and investment services, including investment administration, tailored technology, custodian services and client reporting.  

CHIM is an independent fund and portfolio manager with over 20 years of experience offering specialist services to individuals, financial professionals and institutions. The business currently has approximately £1.5 billion assets under management across discretionary managed portfolios and its range of six funds.

Multrees will work with CHIM to provide outsourced services to power its bespoke risk managed portfolio solutions for discerning Private Client investors together with trading and settlement services for its own range of funds.  

Roger Davis, Operations Director from CHIM comments: “Multrees are the ideal partner for our business. 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”

Andrew Back, Chief Commercial Officer, Multrees Investor Services, adds: “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. 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.”