Our Service Model

A dedicated team throughout the relationship lifecycle

To say that client service is the core of our business model is not just a positioning statement, but an ongoing mission to grow and form longstanding relationships. Many of our original clients of 40 years ago still form an important part of our client base today – a testament to our relationship-driven approach.

Client Relationship Manager

It starts with assigning a dedicated hands-on Client Relationship Manager (CRM) to oversee our client’s needs throughout all stages of the partnership and lead the team of daily specialists responsible for Fund.

Recognizing that a critical concern of establishing a new or changing provider is the potential disruption, the CRM has the key role of orchestrating implementation process

Relationship Lifecycle

We have managed numerous fund set ups and conversions from both portfolio administration systems and unit trust client ledger systems, a capability we now regard as a core competency.

We have developed a special implementation team dedicated to making the onboarding process relatively quick while reducing associated costs and risks.

The journey continues with ongoing account reviews and solutions discussions for evolving needs.

Award- winning client delivery

Maitland has been recognized by Global Custodian’s Industry Award 2018 Innovation in Client Experience: Read More

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