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

Outsourcing

Multrees Investor Services

Chris Fisher

Rachel Robertson

Martyn Johnson

Christopher Hancock

Carole Lamond

The Client Relationship Management Team at Multrees Investor Services is dedicated to maintaining and enhancing client satisfaction and loyalty. They work closely with wealth managers, private banks, family offices, and advisory businesses to understand their unique requirements and ensure that Multrees' outsourced investment services are tailored to meet those needs. The team fosters strong client relationships, addresses inquiries and concerns, and acts as a liaison between clients and the internal teams to ensure seamless service delivery and client retention.

Client Relationship Management Team

Data and Analytics Team

Operations and Management

Management Team

Client Relationship Management Team

About

Team members

Other teams at Multrees Investor Services

Data and Analytics Team

Operations and Management

Management Team