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 Operations and Management team at Multrees Investor Services is responsible for ensuring seamless and efficient service delivery across various client activities. This team manages the transfer of assets, client reporting, settlements, and project execution. They also oversee application development, compliance and data protection, security, and resilience. By harmonizing these functions, the team reduces operational risks and complexities, ensuring high levels of client satisfaction and regulatory adherence.

Operations and Management

Data and Analytics Team

Management Team

Operations and Management

About

Team members

Other teams at Multrees Investor Services

Data and Analytics Team

Management Team