Multrees Investor Services
Dale Reid is currently working as the Client Reporting Manager at Multrees Investor Services. Prior to this role, Dale held positions such as Consultant at Northern Trust Corporation, Director at Dale Reid LTD, Client Control Manager at HSBC, and Team Manager at Genpact. With a background in areas such as settlements, corporate actions, and FX operations, Dale has experience in managing teams, ensuring SLA/KPIs are met, and supporting daily tasks to achieve timely and accurate results. Dale's professional journey includes roles at State Street, Morgan Stanley, BNP Paribas Securities Services, and FNZ, showcasing a strong dedication to the financial services industry. Dale's educational background includes attending Broxburn Academy.
Multrees Investor Services
It’s more about you than us, but here’s a little about us. Multrees provides a range of outsourced investment services to wealth managers, private banks, family offices and advisory businesses. Our services help you manage your clients and their assets, on your terms and in line with your regulatory responsibilities. We combine expert, personal service with flexible, open architecture technology to help you build your own private wealth management platform specifically tailored to your business. Whether it’s a lead outsource partner you are looking for, or someone to meet the specific needs of a part of your book alongside others, the Multrees difference is that we build our services around you, reducing operating model risk and business complexity. We don’t expect you to change your business model to fit ours. Because we work in a modular, flexible way, you can be confident that choosing Multrees will complement your business – not disrupt it