Multrees Investor Services
Multrees Investor Services provides global custody and investment administration services for the wealth management sector. They utilize technology and dedicated service to support wealth managers, private banks, and family offices.
- Global Custody
- Investment Administration
- Digital Platform Technology
- Cross-Custodian Reporting Services
Locations
Competitors
Rossie House Investment Management is an independent wealth management firm that has been operating since 1993.
7IM is a leading investment management firm that partners with financial advisers to provide tailored investment and financial planning services.
Close Brothers Asset Management provides investment management and financial planning services tailored for institutional investors and FCA authorised intermediaries.
Independent Women is an independent advice firm specialising in financial planning, investment management, and personal tax advice for women.
Company Details
Multrees Investor Services is operated by Multrees Investor Services Limited and is a Active company incorporated on 16 April 2010 with the registered office located in London, City of London. Multrees Investor Services Limited was registered 15 years ago.
Status
Active
Size
Medium
Directors
6
Age
15 years old
Employees
149
Turnover
£24.89M
Total Assets
£24.16M
Cash in Bank
£15.55M
Total Liabilities
-£5.89M
Teams
113
44
42
29
14
8
15
Chief Financial Officer • Joined Dec 2024
Chief People Officer • Joined Nov 2022
Transformation Lead • Joined Mar 2024
Transformation Lead • Joined Mar 2024
Chief Risk And Compliance Officer • Joined Dec 2022
Director • Joined May 2019
Director • Joined Jun 2010
Change Analysis Lead • Joined Jul 2024
Proposition Delivery Lead • Joined Apr 2023
Operation Solutions Lead • Joined Oct 2023
Chief Financial Officer • Joined Dec 2024
Chief People Officer • Joined Nov 2022
Transformation Lead • Joined Mar 2024
Transformation Lead • Joined Mar 2024
Director • Joined May 2019
Director • Joined Jun 2010
Change Analysis Lead • Joined Jul 2024
Operation Solutions Lead • Joined Oct 2023
Operations Manager • Joined Sep 2022
Marketing Manager • Joined Feb 2023
Chief Financial Officer • Joined Dec 2024
Chief Risk And Compliance Officer • Joined Dec 2022
Tax Manager • Joined Feb 2023
Settlements Manager • Joined Aug 2023
Transfers Manager • Joined Feb 2022
Risk Manager • Joined Sep 2019
Data Management Manager • Joined Oct 2024
Analyst • Joined Jun 2022
Reconciliation Specialist • Joined May 2021
Transfer Analyst • Joined Feb 2022
Project Manager • Joined Oct 2023
Data Management Team Lead
Data Governance Manager • Joined Dec 2022
Data Management Manager • Joined Oct 2024
Head Of Information Technology • Joined Apr 2021
Head Of Data Governance • Joined Jan 2021
Software Developer • Joined Sep 2020
Software Developer • Joined Nov 2022
Software Developer • Joined Jan 2023
SQL Developer • Joined Dec 2022
Client Relationship Manager • Joined Oct 2019
Client Relationship Manager • Joined Aug 2016
Client Relationship Manager • Joined Feb 2025
Client Reporting Manager • Joined Jun 2021
Client Relationship Manager • Joined Mar 2025
Client Relationship Manager • Joined Jan 2023
Assistant Client Relationship Manager • Joined Apr 2024
Head Of Client Relationship • Joined Sep 2010
Client Reporting Analyst • Joined May 2022
Client Reporting Analyst • Joined Oct 2024
Project Manager • Joined Oct 2023
Security And Resilience Manager • Joined Oct 2021
IT Analyst • Joined Oct 2023
Infrastructure Analyst • Joined Nov 2023
Infrastructure Analyst • Joined Sep 2022
Data Engineer • Joined Dec 2024
IT Infrastructure Analyst • Joined Jan 2022
Solutions Architect • Joined Oct 2022
Proposition Delivery Lead • Joined Apr 2023
Senior IT Support Lead • Joined Sep 2023
Execution Services Manager • Joined Jun 2022
SQL Software Developer • Joined Jun 2022
Senior Transfers Analyst • Joined Mar 2024
Client Propositions Analyst • Joined Oct 2022
Execution Services Analyst • Joined Sep 2022
Senior Transfers Analyst • Joined Sep 2022
Senior Operational Tax Analyst • Joined Jun 2023
Online Reporting Team Analyst • Joined Sep 2024
View 113 members