Welcome to Multrees Investor Services, where you can….
Through a unique partnership approach, we provide industry leading custody services across a broad range of multi-currency liquid and illiquid asset classes, serving even the most complex investment strategies.
Through our team of wealth management operations professionals, we offer a set of solutions to complement and integrate with your business model. Covering front, middle and back office, we provide scalability and efficiency around the administration and production of investment valuations and related client reporting.
We provide the capability to integrate data from multiple sources, and manage and report on assets irrespective of their location. Whether your customer is an individual, institution, group, family, trust or other structure, we understand the demands of complex customer and account hierarchies.
Wealth management IT is changing, quickly. Multiple forces such as tighter regulation, fast-paced customer demands, market shifts, unconventional foes and disruptive technologies are creating a new playing field. Those in the know have selected Multrees as a Strategic Technology Partner and Service Provider.
Bright people + technology + delivery
Call us on 0131 247 5000
Having been at Multrees since day one it has been a highly rewarding experience. Being part of a team that adds value to our clients provides real job satisfaction.
Client Relationship Manager
Wealth managers are feeling the pressure as regulation and increasing customer sophistication challenge business models. Multrees is perfectly positioned to help, providing sophisticated solutions.
A track record of leading large teams and managing change has allowed me to support the development of our Operations.
Head of Client Relationship Management
I am passionate about putting our clients’ business models at the forefront of all that we do and providing them with innovative solutions to meet their immediate and longer term goals.
Client Solutions Manager
I enjoy the impact that I am able to make at Multrees and the opportunities available to contribute to the evolution of the business.
Head of Operations
I will ensure that Multrees continues to invest in and develop key technologies for the benefit of our clients and their customers.
Chief Technology Officer
I enjoy working with my colleagues from across the business to further develop our risk controlled service delivery model.
Head of Operational Risk and Control
We put clients at the centre of our business strategies and have embedded this core value into all that we do.
While building a proven track record as a global custodian and administration service provider, our aim has always been to seek out and develop new ideas and more efficient ways of empowering our clients.
Gaining an in-depth understanding of client’s individual requirements and aspirations allows me to provide a tailored service experience which is truly rewarding.
22 May 17
In the UK alone, businesses were hit 230,000 times each by cyber-attacks in 2016. Jaco Cebula, Chief Technology Officer, Multrees Investor Services, gives his insight into how firms must organise themselves to ensure they minimise this risk:
17 May 17
The wealth management industry in the UK hasn’t reason to be scared about Brexit although some firms may struggle to get the talented staff they need to sustain growth, a roundtable discussion in London heard recently.
16 May 17
Leading wealth management experts got together for a roundtable held by Multrees Investor Services, to strongly debate changes to the industry, in relation to Brexit, technology, culture, regulation and millennial mind-set.