Multrees Investor Services
Lee McDonald is an experienced Change Delivery Manager who has worked in various senior roles in companies such as Multrees Investor Services, Phoenix Group, Standard Life Aberdeen, Core Change Solutions, Lloyds Banking Group, Alliance Trust Savings, BNY Mellon, and WorkCover Queensland. Lee has a background in leading business and regulatory change initiatives, managing project lifecycles, building strong stakeholder relationships, and sharing best practices within the industry. Lee's expertise lies in overseeing change functions, managing cross-functional teams, and ensuring projects are delivered on time, within budget, and to desired quality standards.
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