Chris is the Chief Executive Officer at Multrees Investor Services with over 30 years of experience in Asset Servicing and Wealth Management businesses.

Chris has held several industry relevant roles in institutional and retail focused global custody and wealth management businesses.

Chris and his established team of professionals have successfully brought an institutional model of global custody and investment operations outsourcing experience to the wealth management sector.

An independent, open architecture and scalable partner of modular services has become a significant trusted partner for some of the most advanced wealth management propositions available in the market today.

Clive is Executive Director, responsible for Operations, Technology and Change. With over 35 years’ experience in investment management and private banking operations, Clive has held a number of senior roles with Barclays Wealth, Gerrard Investment Management and its predecessor Grieg Middleton. He is a Chartered Fellow of CISI and has an MBA from Strathclyde Graduate Business School. His combination of client service and operational experience ensures he is able to bring a big picture level of insight to both our team and our clients.

With 23 years Industry experience. including most recently Fund Services at JP Morgan, Martyn has been leading Strategic Transformation Programmes at Blue Chip companies for more than half of his career.

Martyn’s role as CTO is responsible for setting and delivering our ongoing technology roadmap covering Cyber Security, Infrastructure and Application Development.

Carole has a wealth of transformational experience in financial services having led high-impact teams and played a pivotal role in the creation of two banks, reshaping structures and setting bold strategic goals. A passionate advocate for development and people growth, Carole brings expert insight and influence to every situation. Carole is a Fellow of the CIPD (FCIPD), a qualified Executive Coach, and a Member of the Association for Coaching (MAC).

Rachel is Chief Risk and Compliance for Multrees. She has been with Multrees for over 8 years and has built and grown her team to oversee these business critical functions. Rachel is a Chartered Accountant (CA) – Institute of Chartered Accountants of Scotland (ICAS) and holds a LL.B and Diploma Graduate with Post Graduate Certificate in Mediation and Alternative Dispute Resolution.

Rachel joined Multrees from Deloitte where she was Audit Manager, focused on Asset Management and Financial Services Audit, working primarily on statutory audits for fund management and investment fund clients with experience of banking and manufacturing clients and controls assurance under ISAE3402 and AAF01/06.

Peter is the Chief Client Officer at Multrees, with over 30 years’ experience in the Wealth Management industry. His leadership prowess is evident as he adeptly guides and oversees a team of dedicated Client Relationship Managers, ensuring the delivery of excellent service for Multrees’ ultra-high-net worth clients. Peter also plays an integral part in identifying and helping to shape future client growth overseeing the company’s Sales and Marketing functions.

Peter embarked on his journey with Multrees in 2010, before joining Multrees, Peter held senior positions within a prominent Private Bank. There, he played a key role in shaping and fortifying their high-net-worth wealth and asset servicing division.

With a wealth of experience and a history of success, Peter is a driving force behind Multrees’ commitment to providing unparalleled service in the world of Wealth Management.

Keri-ann is a seasoned professional with a wealth of experience spanning 19 years in the asset management and financial services industry. As a Chartered Accountant, her journey began at Alliance Trust, where she swiftly ascended from a graduate trainee to Trust Accountant. Transitioning to Scottish Widows, she honed her financial management expertise as a Senior Management Accountant before joining BlackRock, where she spent 12 transformative years. In roles such as Financial Controller and Vice President of Financial Planning and Analysis, Keri-ann navigated diverse realms including Asset Management, Life and Pensions, and FinTech.

Keri-ann’s tenure at BlackRock was marked by significant contributions to global projects and acquisitions. Leading teams across New York, Serbia, Paris, and Budapest, Keri-ann thrived in multicultural and challenging environments, solidifying her reputation as a dynamic leader and strategic thinker.

Chris joined Multrees 10 years ago after a ten-year career as an army officer where he led high-performing teams in demanding roles around the world. Following a short stint as an investment manager, he started at Multrees in the client relationship team, before progressing to head up the Operations and Data Governance departments. Chris assumed the role of COO in January 2024, responsible for all operational service delivery for our clients.

Chris is passionate about developing people and building effective teams, bringing 20 years of experience to this role. He is a Chartered member of the CISI, has an MA from the University of Oxford and an MBA from the Open University Business School.

Ian was appointed as part time strategy advisor to Multrees in May 2024. He works with the Executive Committee, CEO and Board to help support and shape key strategic decisions and initiatives for growth and success. He further supports the Client Relationship Management and Marketing teams with client and business development initiatives.

He has extensive industry business and technology experience in wealth management, asset management and banking sectors having working in leadership positions with international firms EY, PwC, IBM and with Orbium, the leading implementor of the Avaloq core banking platform, sold to Accenture in 2019. He subsequently held a European client development role with Accenture, serving wealth management clients until mid 2023,when he transitioned to a plural career becoming a board adviser and consultant to a few wealth management, technology and fintech firms.

Ian holds an MBA degree from IMD, Switzerland.

David Nicol joined Multrees Investor Services in 2021 as a Non-Executive Director from his prior role as CEO of Brewin Dolphin where he led the successful transformation and significant growth of this business during his seven-year tenure.

Prior to this he spent 27 years at Morgan Stanley, initially in finance and then operations, working across the UK, Continental Europe, and Asia. David’s career in the financial industry spans well over three decades and includes extensive executive and board experience in the areas of finance, risk, wealth management, operations, and technology.

David has held numerous board appointments across foundations and the finance industry, including Euroclear, CISI and ICAS. Earlier this year, David has also recently been appointed to the Board of Directors for Julius Baer.

Magnus Carlsson joined Multrees as a Non-Executive Director in September 2022.

Mr Carlsson has held numerous senior positions at Skandinaviska Enskilda Banken (SEB) since joining the group in 1993, including Head of Project & Structured Finance and Head of Corporate Clients. Most recently he was Deputy President and Chief Executive Officer and has been a member of SEB’s Executive Committee since 2004.

Prior to SEB, Magnus worked in The Bank of Nova Scotia (1980-1993) in London, Toronto, New York and Oslo.

Magnus holds a degree in Business Administration and Economics from the Stockholm School of Economics in Sweden. He is married, has two sons and lives in London.

Elaine Clements was successfully appointed to the Board of Multrees Investor Services as a Non-Executive Director in 2021. Elaine brings a wealth of experience in global regulatory and compliance matters to the Board.

Elaine was a solicitor with Slaughter and May, she joined JP Morgan Asset Management in 2000 initially as a senior lawyer advising the asset and wealth management institutional and retail businesses before being appointed Head of International and then Global Head of Compliance in 2006. Elaine led a team of 130 people in 11 countries and was accountable for strategy, resourcing and execution of the JPM Asset Management compliance, regulatory risk assessment and monitoring programme.

She was also a member of JPM Asset Management global executive, EMEA audit risk assurance and group wide regional committees.

Craig is a Senior Relationship Manager within the CRM Team having worked in the finance sector since he moved to Edinburgh in 1997 and started working with Edinburgh Financial Publishing. (alongside 4 other current Multrees employees!). He spent the next 18 years working as a relationship manager, primarily with Reuters where he worked with a variety of global and regional investment banks across Europe and further afield, managing partnerships with the broker research departments.

Craig joined Pete and the CRM team at Multrees in 2017 and has been managing some of our key relationships over the last 8 years and helping to develop our partnerships significantly. He has worked on numerous client implementations and migrations over the years and forged strong relationships with our clients.

Away from the office, you can find Craig chasing a ball round the squash court or heading off on the piste with skiing being one of his other passions.

David is a Relationship Manager and joined Multrees in 2015 while completing his studies in Business Management at Edinburgh Napier University. He started his career in operations and quickly became a valuable asset to the business, gaining significant experience in technical operational knowledge of the Wealth Management industry through his roles in Data Management, Reconciliations, Treasury, Transfers and Corporate Actions.

Since joining the Relationship Management team in 2021, David has been vital in the growth and development of the business. He has successfully managed client relationships, building mutual trust and strong partnerships with our client firms. His in-depth knowledge of operational processes has helped him complete various client projects to a high standard with the client’s needs and outcomes being top priority.

Outside of work, David enjoys travelling and exploring the world. He is very competitive and a keen sportsman so you will find him blowing off steam on the football and rugby pitch.

Natalia is a Relationship Manager and started her career in Wealth Management and Private Banking in London in 2009. She quickly progressed from an Assistant role to Relationship Manager and worked with a variety of UK and Swiss private banks while managing a book of high-net worth Eastern European clients.

She joined Multrees in 2018 and quickly became a highly valuable member of the team. She has successfully managed client relationships and gained significant experience working on large projects ranging from client implementations and migrations to smaller changes in operational processes where her ability to adapt to the needs of each client has resulted in strong client relationships and business growth. She has extensive knowledge of custody operational processes and always ensures that the client receives the best possible outcome.

When not at work, Natalia enjoys a good road trip and travelling abroad. She is a fair-weather hiker so, on rainy days, you will find her tucked up in the house with a good book.

Billie has worked in Financial Services for the past 12 years, starting her career at BNY before moving to State Street.

In 2019, Billie joined Multrees and has been an integral part of the Operational teams working in Treasury and Corporate Actions.

In 2024, Billie moved to the Client Relationship Management team and is responsible for a portfolio of clients.

Fiona has worked in the finance industry for over 25 years for companies such as Standard Life, HSBC and BNY. Working as a Transfer Agency Service Delivery Manager for BNY since 2007 and was responsible for the implementation of developing and maintaining relationships with three key Fund Managers.

Before this, Fiona held numerous operational managerial roles for both BNY and Standard Life Investments.

In her spare time, she can be found walking her cocker spaniel in the Pentland hills or watching her kids play football or rugby.

Gordon is the Marketing, Press, and Communications Manager at Multrees Investor Services, bringing over 25 years of expertise in the Financial and Wealth Management sectors.

He launched his career at one of the UK’s leading banks, where he spent more than two decades in various management roles spanning Client Service, Transformation, and Customer Due Diligence.

In 2022, Gordon joined Multrees, returning to his home country of Scotland after an impactful 11-year tenure in London.

At Multrees, Gordon plays a key role in shaping the brand, refining its visual identity, and overseeing external press relations, ensuring consistent and strategic communication across all channels.