Adam Baker Email
Head of Investment Operations @ Multrees Investor Services
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Adam Baker Location
- Edinburgh, GB
Adam Baker Work
- Head of Investment Operations @ (January 2026 - Present)
- Tax Manager @ (February 2023 - December 2025)
- Wealth Management Consultant @ (October 2022 - February 2023)
- Wealth Management Consultant @ (August 2022 - September 2022)
- Head of Client Services @ (February 2021 - August 2022)
- Wealth Management Consultant @ Self-Employed (February 2020 - January 2021)
- Head of Asset Services @ (October 2017 - July 2019)
- Client Relations Director @ (February 2015 - October 2017)
- Head of Client Operations @ Transact (November 2006 - January 2015)
- Client Operations Manager @ Transact (August 2005 - November 2006)
- Regional Client Operations Manager @ Transact (May 2004 - July 2005)
- Transfers and Client Services Manager @ Transact (September 2001 - May 2004)
Adam Baker Skills
- Asset Management
- Asset Managment
- CGiX
- Consulting
- Derivatives
- Equities
- Financial Advisory
- Financial Markets
- Financial Planning
- Financial Risk
- Financial Services
- Fixed Income
- Income Protection
- Investment Advisory
- Investment Management
- Investment Platform Technology
- Investment Strategies
- Investments
- Microsoft Copilot
- Mutual Funds
- Pensions
- Portfolio Management
- Relationship Management
- Retirement
- Retirement Planning
- Risk Management
- Securities
- Strategic Financial Planning
- Tax Reporting Systems
- UK and US Operational Tax
- Wealth
- Wealth Management
Adam Baker Summary
- Adam Baker, based in Edinburgh, GB, is currently a Head of Investment Operations at Multrees Investor Services. Adam Baker brings experience from previous roles at Multrees Investor Services and Wills & Trusts Wealth Management Group. With a robust skill set that includes Asset Management, Asset Managment, CGiX, Consulting, Derivatives and more. Adam Baker has 2 emails on RocketReach.
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Top Multrees Investor Services Employees
Mark Hardie
Head Of Information Technology
United Kingdom
David Nicol
Chair Of The Board Of Directors
Hong Kong, HK
Joanna Sutherland
Head of Risk and Compliance
St Andrews, Scotland, GB
Clive Stelfox
Non Executive Director
Glasgow, GB
Peter O'Donnell
Chief Client Officer
Edinburgh, GB
Susan Palmer
Team Leader Data Management
Edinburgh, Scotland, GB
Martyn Johnson
Chief Operating Officer
Edinburgh, GB
Debbie Ferguson
Head Of Operations
Edinburgh, GB
Rachel Robertson
Chief Risk and Compliance Officer
United Kingdom
Lee McDonald
Head of Business Management
Edinburgh, Scotland, GB
Allan Blair
Transformation Lead
United Kingdom
Melanie Blake
Consultant - Enterprise Risk Management
United Kingdom
Keri-Ann Osfield
Chief Financial Officer
Dundee, GB
John Cronin
Head of Execution Services
United Kingdom
Fiona Christine
Compliance Manager
Edinburgh, Scotland, GB
Finlay Wilson
Transformation Lead
Edinburgh, GB
Adam Baker
Head of Investment Operations
Edinburgh, GB
Claire Buchanan
Head of Transformation
Glasgow, GB
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