It’s more about you than us, but here’s a little about us. Multrees provides a range of outsourced investment services to wealth managers, private banks, family offices and advisory businesses. Our services help you manage your clients and their assets, on your terms and in line with your regulatory responsibilities. We combine expert, personal service with flexible, open architecture technology to help you build your own private wealth management platform specifically tailored to your business. Whether it’s a lead outsource partner you are looking for, or someone to meet the specific needs of a part of your book alongside others, the Multrees difference is that we build our services around you, reducing operating model risk and business complexity. We don’t expect you to change your business model to fit ours. Because we work in a modular, flexible way, you can be confident that choosing Multrees will complement your business – not disrupt it
View Top Employees from Multrees Investor ServicesWebsite | http://www.multrees.com |
Revenue | $16.9 million |
Employees | 124 (119 on RocketReach) |
Founded | 2011 |
Address | 40 Princes Street, Edinburgh, Scotland EH2 2BY, GB |
Phone | +44 131 247 5000 |
Technologies |
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Industry | Financial Services, Finance General, Global Custody Services, Finance, Consolidated Reporting, Investment Administration |
Web Rank | 5 Million |
Keywords | Private Client Services, Wealth Management Products, Fund Administration, Custody, Portfolio Management, Investment Advisory Services, Financial Planning |
Competitors | BLME, City Asset Management, GPP Group, Ravenscroft Optimal Portfolio Management Limited, Tatton Investment Management Limited |
SIC | SIC Code 615 Companies, SIC Code 61 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5222 Companies, NAICS Code 522 Companies, NAICS Code 52229 Companies, NAICS Code 522298 Companies |
Looking for a particular Multrees Investor Services employee's phone or email?
The Multrees Investor Services annual revenue was $16.9 million in 2024.
Mac Carole Lamond is the Head of People of Multrees Investor Services.
119 people are employed at Multrees Investor Services.
Multrees Investor Services is based in Edinburgh, Scotland.
The NAICS codes for Multrees Investor Services are [52, 5222, 522, 52229, 522298].
The SIC codes for Multrees Investor Services are [615, 61].