We build our services around you.
We provide flexible, modular global custody and execution, investment administration, technology, and complex cross-custodian reporting services to the most specialised end of the wealth management market.
We deliver these solutions with the highest level of support and ongoing, dedicated service.
Global Custody
Multi-asset, multi-currency custody and execution services that give you scalability, flexibility and control.
1
Security of Assets
2
Multrees is responsible for client assets rules
3
Operates onshore and offshore through a network of world class banks
4
Client accounts can be opened, funded and traded same day
Wealth Manager Challenges
You need scalability
You need flexibility to manage both simple portfolios & specialist assets
You want to stay in control
Flexible
custody and trade execution across multiple asset types, jurisdictions and currencies
Secure
Our focus is protecting you and your clients' interests. We don't engage in any trading or risk-taking activities of our own
Experienced
our award-winning service was launched in 2010 by global custody specialists
Investment Administration
Tailored to your business model so that you can deliver operational efficiency and better customer outcomes for the client.
1
Comprehensive, consolidated third party reporting service
2
Fully customisable, private white labelling
3
Sophisticated management information reporting services
4
Wealth managers determine the assets universe classification
Wealth Manager Challenges
You want to provide great customer experience
Open that works seamlessly with your business model
you require a partner that adapts to your needs, not the other way around
Scalable & Efficient
Front, middle and back-office solutions
Open Architecture
Our approach tailors to your needs
Consolidated Reporting
Pulling data from multiple sources
Digital Platform Technology
Best-in-class solutions to future-proof your business that deliver your own private label customer experience
1
Fully customisable end client portal
2
Digital, paperless client onboarding journey
3
API integration
4
Investment management tools which are fully integrated into our agile technology stack
Wealth Manager Challenges
Ongoing investment in new technology is expensive
No cohesive technology architecture resulting in increased technology
Client demand for real-time digital information
Best-in-class modular IT architecture
We configure platform components to match your exact needs
Seamless Integration
Ability to ‘plug in’ third party data and retained applications using industry standard data formats and protocols
Complete Solutions
We configure platform components to match your exact needs