Multrees Investor Services
HQ Address
40 Princes Street, Edinburgh, EH2 2BY, United Kingdom
Website Address
Relevant Regions
Business introduction
The value of the Multrees proposition is based on the integrated offering of a holistic service
Otherwise based on configurable components, which can meet complex client needs, including client reporting, regulatory reporting & compliance, technology service provision and multi-asset global custody with trade execution
We provide a modular suite of regulated custody, investment administration, digital and reporting services in a way that seamlessly augments and improves your operational capabilities. Our dedicated service teams become an institutional quality extension to your middle and back office, working closely with you to configure and adapt your existing platform. We want you to think of us more as a trusted insourced partner rather than simply an outsourced resource, one enhancing investment performance and reporting capability, adding appreciable value for your clients.
Multrees Investor Services (“Multrees”) operates an open-architecture investment administration and custody platform designed to allow our Wealth Manager Clients to access a best-in-class product and service provision. We support your business through high quality services in the form that you want. Multrees has been operating as an independent and unconflicted service provider since 2011. We have invested heavily in modern, scalable and flexible technology to provide a future proof platform for our client partners.
Multrees is majority owned by the institutional pension fund of SEBanken (Skandinaviska Enskilda Bankens Pensionsstiftelse - "SEBPF"), Sweden’s leading bank. With a track record of long term stewardship of smaller companies, our shareholder provides stability and long-term security for Multrees and its clients. The remaining share capital in Multrees is owned by senior management and executives. Multrees is a privately held company and carries no tradable debt. Our balance sheet holds over 200% of the regulatory capital required for a firm providing the regulated services offered to our client organisations.
Business Overview
Multrees solutions supports internationally based clients. Multrees is a global custodian and our sub custody network and nominee service supports the custody of investments in over 50 countries. This, along with the partnership approach and relationship management structure, allow us to provide a consistent level of service.
Customers
As we mark 15 years in business, we remain focused on serving ambitious, fast-growing wealth managers, primarily family office- and UHNW-focused firms.
Partners
Multrees partners with the best in class providers to provide quality service and stability.
Key Data
Year founded
2010employees
51-200offices
3Type of Clients
- Family Offices
Multrees Investor Services Solutions
Insource Growth
This, along with the partnership approach and relationship management structure, allow us to provide a consistent level of service. Multrees operates a hybrid approach to client relationship management. We assign dedicated relationship management staff who spend time gaining a deep understanding of our clients and their business. We also offer......
business needs
- Business Process Management & Outsourcing
- Client Engagement & Management
- Market & Business Infrastructure
- Portfolio & Wealth Management Systems
- Trading & Back Office
Client type
client geography presence
view solutionConsolidated 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......
