What Does Multrees Investor Services Do?

Total employees134
HeadquartersEdinburgh
Founded2011

Multrees Investor Services is a leading provider of outsourced platform, investment administration, and custody services. They cater to wealth managers, private banks, family offices, and advisory businesses, offering bespoke, technology-enabled solutions. Multrees helps its clients navigate complex regulatory landscapes, enhance operational efficiency, and deliver superior service to their own end-investors. Their core offerings include account opening, trading and execution, settlement, corporate actions, cash management, and client reporting.

Where Is Multrees Investor Services's Headquarters?

HQ Function

The Edinburgh headquarters serves as the central hub for Multrees' operations, technology development, client service leadership, and strategic decision-making.

Notable Features:

Located in St Andrew Square, a prestigious and historically significant square in the heart of Edinburgh's New Town, a UNESCO World Heritage site. The office likely features modern facilities within a classic architectural setting.

Work Culture:

The work culture is likely professional, client-centric, and collaborative, with a strong emphasis on innovation in financial technology, service excellence, and regulatory compliance.

HQ Significance:

Edinburgh is a major European financial services hub, providing access to a skilled talent pool, a supportive fintech ecosystem, and proximity to many UK-based financial institutions.

Values Reflected in HQ: The choice of a prime, professional location reflects values of stability, trust, and quality. The focus on technology within the office likely reflects innovation and efficiency.

Location:

While Multrees Investor Services has physical offices in Edinburgh and London, their services and platform support clients globally. They provide custody and administration for assets in multiple jurisdictions and cater to international wealth managers and financial institutions, enabling them to serve a diverse global client base.

Street Address:

26 St Andrew Square

City:

Edinburgh

State/Province:

Scotland

Country:

United Kingdom

Where Else Does Multrees Investor Services Operate Around the World?

London, England, United Kingdom

Address: Tallis House, 2 Tallis Street, London, EC4Y 0AB, United Kingdom

Serves as a strategic hub for accessing the extensive network of financial institutions, wealth managers, and investment firms concentrated in London, facilitating growth and client service in the UK and internationally.

Buying Intent Signals for Multrees Investor Services

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Multrees Investor Services? Meet the Executive Team

As of April 2025, Multrees Investor Services' leadership includes:

Chris Fisher - Chief Executive Officer
Clive Stelfox - Chief Operating Officer
Magnus Carlsson - Chief Client Officer
Steve Dunning - Chief Technology Officer
Jackson Dowie - Chief Financial Officer

Who's Investing in Multrees Investor Services?

Multrees Investor Services has been backed by several prominent investors over the years, including:

Souter Investments (significant past investor, current status as primary may have evolved as it's a private company)
Primarily privately owned/management-led

What Leadership Changes Has Multrees Investor Services Seen Recently?

Hire3
Exits0

Multrees has seen some key appointments in the past year to strengthen its technology, operations, and client proposition teams.

New Appointments:

Steve Dunning, Steve Dunning appointed as new Chief Technology Officer to drive technology strategy and innovation.
Jarrad Cunnold, Jarrad Cunnold joined as Head of Operations to oversee and enhance operational efficiency.
Andrew Back, Andrew Back appointed as Head of Proposition to further develop Multrees' client offerings.

What Technology (Tech Stack) Is Used byMultrees Investor Services?

Discover the tools Multrees Investor Services uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Multrees Investor Services Email Formats and Examples

Multrees Investor Services commonly uses the email format [firstinitial][lastname]@multrees.com or [firstname].[lastname]@multrees.com. Variations might exist, but these are typical for professional communication.

[firstinitial][lastname]@multrees.com (e.g. jsmith@multrees.com) or [firstname].[lastname]@multrees.com (e.g. john.smith@multrees.com)

Format

cfisher@multrees.com

Example

85%

Success rate

What's the Latest News About Multrees Investor Services?

CitywireJanuary 24, 2024

Multrees Investor Services names CTO in tech push

Multrees Investor Services has appointed Steve Dunning as its chief technology officer (CTO). Dunning joins from financial software firm Finastra, where he was platform general manager....more

Multrees News / LinkedInOctober 10, 2023

Multrees Investor Services Appoints Jarrad Cunnold as Head of Operations

Multrees Investor Services announced the appointment of Jarrad Cunnold as its new Head of Operations. Jarrad brings extensive experience in financial services operations....more

International AdviserSeptember 26, 2023

Multrees Investor Services hires Abrdn man’s former head of platform strategy

Multrees Investor Services has hired Andrew Back as head of proposition. Back joins from Abrdn where he was head of platform strategy for its adviser business....more

Private Banker InternationalFebruary 1, 2023

Multrees Investor Services partners with Tumelo

Multrees Investor Services has partnered with Tumelo, a fintech firm, to provide its clients with greater transparency and shareholder voting capabilities regarding their investments....more

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