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.
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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

12 Apr 17

Wealth managers come together to tackle the key issues affecting the industry

Multrees Investor Services is joined by Sandaire Family Investment Office, Stonehage Fleming, and Lincoln Private Investment Office at a roundtable discussion

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10 Apr 17

Citywire Wealth Manager: Leveraging technology - A practical guide

Jaco Cebula, CTO at Multrees Investor Services, highlights the importance of wealth managers staying technically competitive and explains how organisations can encourage a culture of innovation.

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09 Mar 17

Financial Planning Today: Budget – reaction and key changes

Chris Fisher, CEO of Multrees Investor Services, speaks positively of Philip Hammond’s announcement, considering the needs of the UK financial services:

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