Who are we?

Established in 2010, Multrees supports transformational change through a range of outsourced investment services to wealth managers, private banks, family offices and advisory businesses.

The Multrees difference

We build our services around you, whether you require a lead outsource partner or someone to meet the needs of a specific part of your business.

And, because we work in a modular, flexible, way, Multrees will complement your business - not disrupt it.

A collaborative approach, putting your needs first

Approach Design

Our people

Our talented individuals have first-hand knowledge of the challenges facing you. 

All our people are members of The Chartered Institure of Securities and Investment.

Chris Fisher

Chris Fisher

Chief Executive Officer

Chris is Chief Executive Officer of Multrees. He has over 25 years' experience in asset servicing and wealth management businesses. Chris has held a number of industry relevant roles with UBS and Brown Brothers Harriman.

Whether clients are seeking a tailored service or a hybrid solution, Chris and his established team of wealth management professionals have extensive investment operations outsourcing experience, together with an in-depth understanding of the challenges faced by businesses within the industry.

Read Chris Fisher's blog

Clife Stelfox

Clive Stelfox

Director

In addition to his role as Director of Multrees, Clive is also responsible for Finance, Risk and Compliance.

With over 30 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.

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.

Jaco Cebula

Jaco Cebula

Chief Operating Officer

Jaco's role includes leading our Operations and Client teams to deliver the highest quality service.

In addition to this, Jaco also oversees our Technology, Change and Proposition responsibilities, to ensure that speed, innovation and quality drive the development of our products and services.

He brings with him over 18 years of specialised technology experience within the wealth management industry.

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Ed Carey

Chief Commercial Officer

Ed has significant experience in financial services, having joined from Alliance Trust Savings where he was Sales Director and, latterly, Commercial Director. He also spent 12 years at Cofunds and held a senior level position at Mattioli Woods.

Responsible for sales and marketing, Ed’s focus is helping clients navigate the possibilities open to them through Multrees’ services, collaborating to help them identify effective ways of tailoring what Multrees has to offer around their business model and the outcomes they want to achieve.

Hugh Mullan

Hugh Mullan

Chairman

Hugh Mullan joined Multrees Investor Services in 2015 as a Non-Executive Director from his prior role as the UK CEO at Fidelity Worldwide Investment.

He has extensive experience managing investment and retail savings businesses, having held senior positions at Barclays Wealth, Schroders and Citibank.

Whilst at Fidelity, Hugh was also a member of the company's Global Operating Committee and, prior to his UK CEO role, as COO he managed customer services, operations, technology and fund accounting across all of Fidelity's European businesses.

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Sir Roger Gifford

Non-Executive Director

Sir Roger Gifford joined Multrees Investor Services in March 2014 as a Non-Executive Director. He has over 30 years of experience in the financial services industry with SEB in London and Tokyo.

Honoured for services to international business, culture and the City, he became the 685th Lord Mayor of the City of London in 2012.

Sir Roger is also Chair of the London Green Finance Initiative and Vice-Chairman of the Association of Foreign Banks.

Chris Fisher

Chris Fisher

Chief Executive Officer

Chris is Chief Executive Officer of Multrees. He has over 25 years' experience in asset servicing and wealth management businesses. Chris has held a number of industry relevant roles with UBS and Brown Brothers Harriman.

Whether clients are seeking a tailored service or a hybrid solution, Chris and his established team of wealth management professionals have extensive investment operations outsourcing experience, together with an in-depth understanding of the challenges faced by businesses within the industry.

Clife Stelfox

Clive Stelfox

Director

In addition to his role as Director of Multrees, Clive is also responsible for Finance, Risk and Compliance.

With over 30 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.

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.

Ausaf Abbas

Ausaf Abbas

Non-Executive Director

Ausaf Abbas joined Multrees Investor Services' senior management team in 2013 as a Non-Executive Director, with a specific remit to support its expanding client base.

Ausaf had a 25-year career with Merrill Lynch and Morgan Stanley, in many senior roles across investment banking and private wealth management.

With his broad international experience, including 13 years living and working in Hong Kong, India, Singapore and Japan, he established Coombe Advisors in 2011 to advance his advisory and consultancy business with a specific focus on advising UHNW families.

Kevin Mitchell

Kevin Mitchell

Strategic Partnership Consultant

Andrew Lee

Andrew Lee

Client Solutions Consultant

David Mcgregor

David McGregor

Client Solutions Consultant

Ella Whitley

Ella Whitley

Client Solutions Consultant

Peter O'donnell

Peter O'Donnell

Head of Client Relations

Natalia Lewis

Natalia Lewis

Client Relationship Manager

Victoria Bryan

Victoria Bryan

Client Relationship Manager

Craig Ferrier

Craig Ferrier

Client Relationship Manager

Lauren Nelson V2

Lauren Nelson

Client Relationship Administrator