Welcome to Multrees Investor Services, where you can….

  • Scale sophisticated investment strategies for complex clients.
  • Grow with the only truly independent open architecture service platform.
  • Keep your operation simple but also reassuringly robust.

Working with an array of wonderful clients we have built a substantial reputation for innovative technology and quality delivery.

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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.

  • Your business will have its own branded custody account opening process
  • Tailored custody account solutions will be built around your business model, including both onshore and offshore capabilities
  • Our scalable Global Custody solutions are delivered by a skilled and very experienced team, tuned to your requirements
  • The Multrees Global Custody solution includes: custody statements, trade settlement, payments, asset servicing, consolidated tax vouchers, reporting, reconciliation, asset transfers, FX and Forward FX
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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.

  • Independent pricing and valuation services
  • Multi-level daily reconciliations
  • Custom securities classifications
  • Recordkeeping services
  • Securitisation of non-financial assets
  • Illiquid asset processing
  • Fully white labelled customised client and management information reporting
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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.

  • Fully SWIFT capable for efficient connectivity to 3rd party bank custody providers
  • Wide range of protocols and messaging formats that can be used for efficient automated electronic integration
  • Custom reporting classifications provided to enable data homogenization and consistency
  • Enables you to provide your customers with a holistic view of assets
  • Ensures scalability in your business by allowing you to manage all assets from a single platform
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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.

  • Best in class reporting and asset management tools
  • Agile technology stack and skillset
  • Digital delivery, Data Integration and Interfacing
  • No legacy technology
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Bright people + technology + delivery

29 Jun 16

ftadviser.com: Hail the tech-savvy manager

By Chris Fisher

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16 Feb 16

Five years of service excellence and technology innovation

Multrees Investor Services (‘Multrees’), a leading independent custody and consolidated reporting specialist for wealth managers and family offices, is celebrating its five year anniversary this month.

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09 Feb 16

thewealthnet: the 'shock' that transformed wealth management

Increased regulation was a necessary consequence of the 2008 financial crisis. It sought to stabilise markets, reduce financial crime and recover public confidence in an industry that had suffered its greatest fall from grace in almost a century.

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