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 Data and Analytics Team at Multrees Investor Services leverages data-driven insights to optimize operational efficiency, enhance client service delivery, and ensure regulatory compliance. They analyze investment performance, manage and reconcile data, support transaction settlements, and provide crucial analytics for strategic decision-making. This team also collaborates closely with IT and operations to implement advanced technologies and streamline data management processes, contributing to a seamless and reliable client experience.

Data and Analytics Team

Operations and Management

Management Team

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Data and Analytics Team

About

Team members

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Data and Analytics Team

About

Team members

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