Multrees Investor Services
HQ Address
One Carter Lane, London, EC4V 5AN, United Kingdom
Website Address
Business introduction
Scale sophisticated investment strategies for complex clients
Grow with the only truly independent open architecture service platform
We established Multrees in 2011 with a remit to bring a high-quality service offering to the independent global custody, investment administration and consolidated reporting services for wealth managers and private investment offices. Since then, we've built a reputation for offering a flexible and service-driven client and customer experience.
Our single-minded and unconflicted focus is on meeting our clients’ needs and supporting them with responsive and efficient investment processing, branded customer reporting and integrated dynamic technology solutions.
Multrees Investor Services Solutions
Consolidated Reporting
We provide bespoke, comprehensive customer and business reporting services that deliver specific detail in a simple and intuitive way. The service includes highly flexible and customisable customer and business reporting with investments categorised in accordance with your investment policy. Data from multiple sources showing asssets held with other custodians, can be consolidated......
business needs
view solutionGlobal Custody
Delivered through a unique partnership approach, we provide a leading global custody services platform across a broad range of multi-asset and multi-currency classes, serving the most complex investment strategies. This includes tailored custody account solutions built around your business model, including both onshore and offshore capabilities. This platform supports internationally-based investments, in......
business needs
view solutionInvestment Administration
Access a set of online and offline solutions, supported by our team of wealth management operation professionals, to complement and integrate with your business model. The service covers portfolio accounting, operations, record-keeping and corporate actions processing. Flexible, consolidated client and customer reporting solutions; from simple through to complex family hierarchies and investment......
business needs
view solutionTechnology
We've invested heavily in modern, scalable and flexible technology to provide a future-proof platform for our client partners. Through the Multrees Compass portal, we provide online transaction and reporting, with a fully automated settlement process. Your personal and branded digital portal, for an enhanced delivery experience for your customers. Technology provision can include......
