Multrees, a provider of outsourced investment services to wealth managers, private banks, family offices and advisory businesses, is pleased to announce the appointment of Ed Carey as Head of Sales and Marketing.
Ed has significant experience in financial services, having joined Multrees from Alliance Trust Savings where he was Sales Director and, latterly, Commercial Director. He also spent 12 years at Cofunds, where he went on to become Head of Distribution Development, and held a senior level position at Mattioli Woods.
Multrees is also making a number of additional changes as its team gears up for further growth. Farzana Khalil, previously Client Solutions Manager, is moving into a newly created role overseeing the development of the Multrees platform. Farzana will drive the development roadmap and agenda for Multrees, informed at all times by the evolving requirements of clients.
Meanwhile, Peter O’Donnell is taking on management of the Multrees Client Relationship Team, to ensure consistency and ongoing development of the service received by the clients of Multrees.
Chris Fisher, Chief Executive Officer of Multrees Investor Services, comments: “We are excited about the prospects which both Ed’s appointment and the developments to our existing team will bring to our clients, by further enhancing the service they get from us. Each of these appointments will ensure that we have the level of oversight and flexibility built into our services which is necessary to meet client needs as exactly as possible.”
Ed Carey added: “Multrees’ clients are always looking for ways to improve their business processes and services and so they should, and do, expect nothing less from us. The Multrees team are constantly striving to better tailor our services to what clients really want, rather than expecting them to fit around our offering, and that’s something I’m very pleased to be part of.”