Multrees Investor Services
HQ Address
One Carter Lane, London, EC4V 5AN, United Kingdom
Website Address
Business introduction
We help wealth managers control and deliver an even better client proposition through technology and service
Global Custody. Investment Administration. Digital Platform Technology
We build our services around you
We provide flexible, modular global custody and execution, investment administration, technology, and complex cross-custodian reporting services to the most specialised end of the wealth management market.
We deliver these solutions with the highest level of support and ongoing, dedicated service.
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......
