Founded in 2010, Multrees Investor Services traces its origins to the aftermath of the global financial crisis, as investors and advisers were reassessing their relationships with the financial institutions that had traditionally provided administrative, custody, and execution services.  

Multrees’ founders came up with an alternative approach – one that foregrounded transparency, flexibility, and operational independence, with the company positioning itself as a specialist provider of investment administration and custody services to wealth managers, family offices, and financial advisers. 

Over the years, that focus has evolved into a broader offering centred on helping wealth management businesses manage the growing complexity of investment operations – delivering operational infrastructure that enables wealth managers to concentrate on client relationships and investment outcomes rather than the complexities of administration and technology. 

Integrated, long-term partnerships 

At the heart of the firm's proposition is a philosophy centred on long-term partnership and integration with its clients. Rather than positioning itself as a traditional service provider, Multrees seeks to operate as an extension of its clients' businesses. It emphasises integrity, security, and trust as the core principles underpinning its services.  

Rather than providing standardised services from a distance, the Multrees approach is to align closely with its clients’ individual business requirements and workflows, which it says creates a more collaborative relationship and enables services to be configurable to the specific needs of complex wealth management organisations.  

That means service quality monitoring, precision, and operational control. The firm creates scalable operational models capable of growing alongside a business, adapting as that business’s requirements change. Its objective is to provide a stable operational foundation that empowers clients to navigate increasing regulatory, technological, and administrative complexity. 

The Multrees platform 

Central to the firm’s offering is its technology platform. Built around an open-architecture investment administration and custody framework, the platform has been designed to address the day-to-day operational and reporting challenges encountered by modern day wealth managers. The architecture is modular, enabling firms to adapt services to their specific requirements rather than applying a one-size-fits-all solution. 

The platform supports functions across the wealth management value chain – including multi-asset global custody, trade execution, investment administration, reporting, and outsourced technology capabilities. Through a white-labelled approach, firms can present services under their own brand while leveraging the underlying Multrees infrastructure – helping clients increase their operational efficiency while maintaining their own market identity and client engagement strategies. 

Digitalisation is another area of focus. With expectations around user experience continuing to rise across financial services, streamlined onboarding processes are becoming table stakes for wealth managers seeking to reduce friction and improve operational effectiveness. Multrees is accordingly implementing digital onboarding tools to remove manual processes. 

Core service offerings 

A core pillar of Multrees’ business is the global custody services it provides, regulated by the UK’s Financial Conduct Authority and offering secure safekeeping of client assets. Unlike the traditional financial institutions which it sought to replace at its foundation, Multrees doesn’t engage in proprietary trading, positioning itself as a purely operational partner in line with its broader emphasis on independence and complete alignment with client interests. 

The Multrees platform supports multi-asset and multi-currency custody and execution capabilities, operating across both onshore and offshore structures. This flexibility enables wealth management firms to manage increasingly diverse client requirements while maintaining a consistent operational framework – accommodating different jurisdictions, currencies, and asset classes for firms with globally diversified client portfolios. 

The firm also provides portfolio management capabilities that can be adapted and white-labelled according to the needs of individual firms. It highlights operational features including the ability to facilitate same-day account opening, funding, and trading – supporting firms that want greater responsiveness and efficiency in client servicing and portfolio implementation. 

Beyond transaction processing and custody, the platform includes consolidated reporting and management information capabilities – tools that provide firms with greater transparency into their operations and support informed decision-making. Real-time functionality and advanced management information features aim to deliver timely insights while helping firms monitor performance, oversee operational activity, and meet reporting obligations. 

Security, independence, and integration  

Integration is another key element of the Multrees offering. Through API connectivity, the firm enables interaction with third-party systems and data sources, allowing Multrees clients to incorporate its platform into their existing technology ecosystems. Its open-architecture approach is designed to fit the needs of wealth management firms that increasingly operate within complex networks of specialist applications, making interoperability a significant consideration when selecting technology and service partners.  

A decade and a half after its founding, the wealth management sector Multrees supports is one whose operational complexity is only continuing to grow. Regulatory requirements continue to evolve. Client expectations for digital experiences continue to rise. Firms face ongoing pressure to improve efficiency while maintaining high standards of service. 

Against that backdrop, the strategic importance of the middle and back offices, and the operational infrastructure providers that support their functions, is greater than ever before. Functions that were once viewed primarily as incidental to the core business of wealth management are now integral to it.  

That puts providers like Multrees centre stage. More than fifteen years after its founding, the company continues to build on the principles that shaped its creation – independence, flexibility, and partnership – while adapting its capabilities to meet the changing demands of an increasingly sophisticated wealth management landscape. 

Interested in reading more about this topic? Mosaic II is available to read in full here.

Redefining wealth infrastructure – an interview with Martyn Johnson, Chief Operating Officer at Multrees 

Multrees was founded in the aftermath of the global financial crisis to provide an alternative to traditional banking services. How has that original vision evolved since then, and how do you apply that founding philosophy to the wealth management landscape today? 

Multrees was a child of the global financial crisis, as investors and advisers were reassessing their relationships with the financial institutions that had traditionally provided administrative, custody, and execution services. The focus was on offering something more transparent, independent, and aligned to client interests. 

That core philosophy is still very much intact today. What’s changed is the way it’s delivered. Multrees now plays a much broader role, providing integrated operational infrastructure rather than just custody and administration services. As the industry has become more complex, the focus has shifted towards enabling clients to scale efficiently, supported by flexible and robust operational infrastructure. 

The wealth management landscape has changed significantly since Multrees was founded in 2010. Which developments have been the most impactful on the role of investment administration and custody providers, and how has Multrees adapted in response? 

Since 2010, the industry has been shaped by increased regulatory requirements, rising expectations around digital capability, and the need for firms to operate more efficiently as they scale. 

These developments have elevated the role of investment administration and custody providers, positioning them as integral to a firm’s operating model rather than purely transactional. 

In response, Multrees has evolved its offering into a flexible, modular platform that supports the full operational value chain. This enables clients to streamline processes, access enhanced reporting and insight, and scale their business in a controlled and efficient way. 

Multrees has described itself as an independent partner rather than a traditional service provider. What does that distinction mean in practice, and how does it shape the way you work with wealth managers, family offices, and advisers? 

When Multrees describes itself as an independent partner, it reflects the way it positions itself within a client’s business. 

Rather than operating as a traditional third-party provider, Multrees works as an extension of the client’s middle and back office, providing a highly integrated and collaborative service. All activity is delivered under the client’s instruction, and the firm remains deliberately unconflicted, with no involvement in trading or asset management. 

This approach ensures complete alignment with client interests, while allowing wealth managers, family offices, and advisers to retain full control over their client relationships and investment strategy. 

Interested in reading more about this topic? Mosaic II is available to read in full here.

Many wealth management firms are reassessing which functions they should build internally and which they should outsource. What conversations are you having with clients today about operational efficiency, scalability, and technology, and where do you see the balance shifting over the coming years? 

What clients are really thinking about now is how they scale efficiently and stay flexible as their business evolves. More and more, they’re looking for ways to access high-quality infrastructure without having to build and maintain it themselves. 

That’s where a model like Multrees comes in, it allows firms to effectively ‘insource’ that capability through a trusted partner, while still retaining control. Looking ahead, I think we’ll continue to see more of a hybrid approach, where firms focus on strategy and client relationships, and rely on partners for the operational delivery and expertise. 

What do you believe is the biggest misconception wealth managers have about the operational infrastructure required to support growth? 

One of the most common misconceptions is that operational infrastructure is simply a support function. 

In reality, it is a critical enabler of growth, efficiency, and client experience. Without scalable systems, accurate data, and effective reporting, firms can quickly encounter constraints as they grow or respond to changing demands. 

The firms that are most successful tend to be those that view operations as a core component of their competitive advantage, rather than something sitting behind the scenes.

As wealth managers increasingly seek open architectures and best-of-breed technology ecosystems, how do you see the relationship between proprietary platforms, third-party integrations, and client flexibility evolving over the next five years? 

We are seeing a clear shift towards open architecture and more flexible technology ecosystems. 

Firms are increasingly looking to move away from rigid, proprietary platforms in favour of solutions that allow them to integrate best-of-breed technology. This provides greater control, adaptability, and resilience within their operating model. 

Multrees is well aligned to this direction, with an open-architecture platform designed to integrate with third-party systems and be configured to individual client requirements. Over the next five years, flexibility, interoperability, and scalability will continue to be key drivers in how firms design their technology environments. 

What opportunities or challenges do you believe will most shape the wealth management landscape over the next five years, and how are you positioning Multrees to take advantage of them? 

Looking ahead, the industry will continue to be shaped by regulatory complexity, rising expectations around digital experience, and ongoing pressure to improve operational efficiency.

While these present challenges, they also create opportunities for firms that are able to adapt effectively. Multrees is well positioned to support this, through a combination of independent, unconflicted services, scalable technology, and a partnership-led approach. 

By maintaining a focus on integration, flexibility, and client alignment, Multrees can help its clients navigate change with confidence, while continuing to support sustainable growth. 

Interested in reading more about the news, insights, and trends shaping wealth management today? Mosaic II is available to read in full here.

Want to participate in Mosaic III?

Work on Mosaic III: Autumn 2026 edition is already underway. If you would like to feature in the next edition, you can discover the range of contribution options available here.

Or, if you would like to speak to us directly to explore what participation option works for you, email stephen@thewealthmosaic.com.

Discover Mosaic I

If you’ve enjoyed Mosaic II: Summer 2026 edition, don’t miss where the journey began. Mosaic I: Spring 2026 edition explores many of the themes that continue to shape today’s wealth management landscape – including the rise of private markets, the foundations of effective AI adoption, revenue management, client onboarding, and the evolution of digital advice.

Alongside exclusive executive interviews, contributor insights, company profiles, and technology showcases, Mosaic I offers wealth management professionals a curated, global view of the trends reshaping our industry. Read it today here.

Interested in discovering more? Read our reports!

• WealthTech 2026 – read here
• US RIA Toolkit 2026 – read here
• Future View Toolkit 2025 – read here
• UK Toolkit 2025 – read here
• AI Toolkit 2025 – read here
• Client Experience Toolkit 2024 – read here
• US WealthTech Landscape Report 2024 – read here

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About The Wealth Mosaic
The Wealth Mosaic is a UK-headquartered online solution provider directory and knowledge resource, focused specifically on the wealth management industry.

For wealth managers, the buy side of our marketplace, The Wealth Mosaic is designed to enable discovery of key solutions, solution providers and knowledge resources by specific business needs.

For solution providers and vendors, the sell side of our marketplace, The Wealth Mosaic exists to support the positioning, exposure and business development needs of these firms in a more complex and demanding market.