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

Size
Medium
Phone
N/A
Email
N/A
Locations
3rd Floor, 40 Princes St, EH2 2BY
01312475000
Digital Popularity
Popularity over time
Social Media
Competitors
Rossie House Investment Management
Rossie House Investment Management is an independent wealth management firm that has been operating since 1993.
7IM
7IM is a leading investment management firm that partners with financial advisers to provide tailored investment and financial planning services.
Close Brothers Asset Management
Close Brothers Asset Management provides investment management and financial planning services tailored for institutional investors and FCA authorised intermediaries.
Independent Women
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

Director • Non-Executive Director • British • Lives in UK • Born in Aug 1958
Director • British • Lives in England • Born in Dec 1955
Director • Chief Executive Officer • Swedish • Lives in England • Born in Mar 1956
Director • Executive Director • British • Lives in Scotland • Born in May 1968
Director • Wealth Manager • British • Lives in England • Born in Sep 1968
Teams
All
113
Finance
42
Management
22
Consulting
21
IT
17
Customer Service
14
Operations
14
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 Jun 2010
Director • Joined May 2019
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 Risk And Compliance Officer • Joined Dec 2022
Settlements Manager • Joined Aug 2023
Transfers Manager • Joined Feb 2022
Tax Manager • Joined Feb 2023
Risk Manager • Joined Sep 2019
Data Management Manager • Joined Oct 2024
Reconciliation Specialist • Joined May 2021
Analyst • Joined Jun 2022
Transfer Analyst • Joined Feb 2022
Chief People Officer • Joined Nov 2022
Transformation Lead • Joined Mar 2024
Transformation Lead • Joined Mar 2024
Director • Joined Jun 2010
Director • Joined May 2019
Change Analysis Lead • Joined Jul 2024
Operation Solutions Lead • Joined Oct 2023
Marketing Manager • Joined Feb 2023
Operations Manager • Joined Sep 2022
Head Of Operations • Joined Jan 2021
Project Manager • Joined Oct 2023
Data Management Team Lead
Head Of Information Technology • Joined Apr 2021
Head Of Data Governance • Joined Jan 2021
Software Developer • Joined Sep 2020
SQL Developer • Joined Dec 2022
Software Developer • Joined Nov 2022
Software Developer • Joined Jan 2023
Senior SQL Developer • Joined Jun 2023
Infrastructure Analyst • Joined Nov 2023
Client Reporting Manager • Joined Jun 2021
Client Relationship Manager • Joined Jan 2023
Client Relationship Manager • Joined Oct 2019
Client Relationship Manager • Joined Mar 2025
Client Relationship Manager • Joined Aug 2016
Client Relationship Manager • Joined Feb 2025
Head Of Client Relationship • Joined Sep 2010
Assistant Client Relationship Manager • Joined Apr 2024
Client Reporting Analyst • Joined May 2022
Client Reporting Analyst • Joined Oct 2024
Transformation Lead • Joined Mar 2024
Transformation Lead • Joined Mar 2024
Change Analysis Lead • Joined Jul 2024
Change Delivery Manager • Joined Mar 2023
Operational Specialist • Joined Aug 2023
Operations Specialist • Joined Oct 2014
Transfer Analyst • Joined Feb 2022
Implementation Analyst • Joined Oct 2024
Transfer Analyst • Joined Apr 2022
Business Analyst • Joined Jan 2023
Director • Joined Jun 2010
Director • Joined May 2019
Change Analysis Lead • Joined Jul 2024
Operation Solutions Lead • Joined Oct 2023
Operations Manager • Joined Sep 2022
Head Of Operations • Joined Jan 2021
Assistant Project Manager • Joined Sep 2024
Data Management Team Lead
Change Delivery Manager • Joined Mar 2023
Head Of Client Relationship • Joined Sep 2010
View 113 members