Multrees Investor Services
Rachel Robertson is currently the Chief Risk and Compliance Officer at Multrees Investor Services since December 2016 and also holds the titles of Company Secretary, MLRO, and Head of Finance, Risk and Compliance. Prior to this, Rachel worked as an Audit Manager at Deloitte UK focusing on Asset Management Financial Services Audit. Rachel also has experience as a Research Assistant and Student Assistant at the University of Strathclyde. Rachel holds a degree in Chartered Accountant from ICAS and has completed postgraduate certificates and diplomas in Mediation and Conflict Resolution, as well as Legal Practice.
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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