Multrees Investor Services
Lindsey French has extensive experience in the financial services industry, holding positions such as Reconciliation Analyst and UKTA officer. With a background in Transfer Agency and expertise in CASS regulations, Lindsey excels in reconciling high volume client money accounts and ensuring compliance. As a Reconciliation Administrator, Lindsey is skilled in investigating discrepancies and taking timely actions to prevent regulatory breaches. Lindsey's ability to quickly learn new tasks has resulted in significant achievements, such as becoming the first administrator to reconcile 4th party accounts.
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