Wills & Trusts Wealth Management Group selects Multrees to provide bespoke white label platform
Multrees Investor Services has been selected by Wills & Trusts Wealth Management Group in a new strategic partnership providing a fully white labelled bespoke custody and platform solution for clients and advisers.
In addition to the bespoke white label platform, Multrees will also provide back and middle office support and investment services to the Wills & Trusts Wealth Management team.
David Batchelor, founder of Wills & Trusts Wealth Management Group, says: “We'd grown tired of compromising our way of doing things and limiting what we provide to clients simply because of platform developers' previous decisions. We needed a clean slate and the control to build a platform from scratch, entirely focused around our clients' needs and putting those needs first. That's precisely the unique and fresh opportunity that Multrees has given us; the stars have aligned for our businesses with this partnership. Finally, we have a platform partner that listens to us and understands that the needs of the client must come first.”
Andrew Back, Chief Commercial Officer, Multrees Investor Services, adds: “The team at Wills & Trusts Wealth Management Group are incredibly dedicated to delivering the best client experience and service and our flexible modular services are designed to allow them to focus on doing just that.
“Wills & Trusts Wealth Management Group are the perfect example of the tipping point which many wealth managers and advisers are now reaching, having been shoehorned into ‘one size fits all’ platform or technology propositions. Put simply, this traditional platform model is broken and there are many firms out there in the industry who are now looking for a new way of doing things.”
Wills & Trusts Wealth Management Group is an award-winning, independent chartered financial planning firm with well over 25 years of experience. Renowned for their unique 'family' approach, their loyal client base has propelled Wills & Trusts into becoming one of the UK's leading full-service wealth management firms. The groups' discretionary fund manager, Trust DFM, was recently opened to fellow IFA firms who share the groups philosophy of client first and the desire to build futures and cement legacies. Trust DFM has over GBP400 million in assets under management with expectations to exceed £1bn within the next three years.