We established Multrees in 2011 with a remit to shake up the independent custody and consolidated reporting business. By recruiting the right wealth management professionals and consolidating their experience with industry-changing technology, we sought to establish and grow a new type of firm.

 

As a result of this fresh approach to the ever-changing independent custody and consolidated reporting landscape, the firm has grown its private and institutional business at an impressive rate.

A deeper understanding of the challenges and a total commitment to delivering a ‘next generation’ set of independent custody and consolidated reporting systems has driven this growth.

 

 

 

A straightforward business service

We do things simply and well. We don't trade or advise. Instead we are fully dedicated to providing you with the specific systems you need to develop your business.

Whoever you deal with at Multrees, whether it’s your dedicated relationship manager or another member of your shared service model operation, they will subscribe to the same work ethic and dedication to quality that is embedded throughout our business.

Our team is an extension of your business, working with you to deliver responsive and efficient client-focused systems.

 

 

Fresh technology overcomes legacy systems

With the pressure on to invest in improving IT and the growing forest of regulatory requirements, wealth management firms are increasingly faced with the burden of dealing with legacy systems.

Outsourcing to Multrees relieves you of that burden giving you the resources to provide a powerful combination of leading edge technology and knowhow, future-proofing your offering.

A unique, constructive approach

Whether you are seeking a tailored service that avoids the need to commit to internal IT upgrades, or a hybrid solution to gain access to additional resources, we, through a unique development process, offer a solution that builds understanding.

Our Engaged Design approach takes time, building a greater understanding of your business landscape, from the changing regulatory outlook to the positioning of your competitors.

The result is Advanced Answers, more powerful knowhow and technology designed to provide innovative, robust systems delivering data on demand, across all platforms.

To find out more about us simply give us a call 0131 247 5000.

Our application of modern technology in providing innovative Global Custody and Investment Administration solutions helps our client firms to define clear business and customer propositions in the competitive investment management marketplace.

Nigel Pilkington Chairman of Multrees