Print this article

EXCLUSIVE: Multrees Wins Deal From UK's Brompton AM

Tom Burroughes

10 November 2021

to provide custody and administration for the UK firm’s private clients and platform technology.  

Under the arrangement, Multrees will provide a customised client portal, a platform and bespoke client reporting. Brompton’s use of Multrees means that it has less need for multiple processes for various custodians and can streamline the work into a single instruction.

Brompton Asset Management specialises in managing multi-asset portfolios on behalf of strategic financial intermediary partners, charities, mutual fund investors and private clients as well as offering direct real estate investment services. The business was founded in 2009 by John Duffield and senior colleagues who worked with him at Jupiter Asset Management and New Star Asset Management. 

"Multrees has a proven track record in servicing family offices, institutions and private wealth managers with multi-jurisdiction requirements. As our business grows, our clients benefit from our use of innovative technology providers and administrators. The experience and expertise of the Multrees team and our shared priority in providing clients with excellent service should ensure a successful partnership,” Duffield said in a statement. 

Chris Fisher, CEO at Multrees (pictured) said: "Brompton's significant success and growth over the past decade has led to an operational challenge of managing multiple clients across a variety of custodians, jurisdictions, currencies and types of assets. We are delighted to be able to support this growth with our unique, integrated technology and service capabilities.”