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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.
The Edinburgh headquarters serves as the central hub for Multrees' operations, technology development, client service leadership, and strategic decision-making.
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.
The work culture is likely professional, client-centric, and collaborative, with a strong emphasis on innovation in financial technology, service excellence, and regulatory compliance.
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.
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.
26 St Andrew Square
Edinburgh
Scotland
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.
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.
As of April 2025, Multrees Investor Services' leadership includes:
Multrees Investor Services has been backed by several prominent investors over the years, including:
Multrees has seen some key appointments in the past year to strengthen its technology, operations, and client proposition teams.
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 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
Citywire • January 24, 2024
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 / LinkedIn • October 10, 2023
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 Adviser • September 26, 2023
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 International • February 1, 2023
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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