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

Clive 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 Sebula

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.

Andrew Back

Andrew Back

Chief Commercial Officer

With over 30 years of industry experience in wealth management across key roles in major financial services businesses such as AXA, Prudential and Old Mutual - Andrew has spent 19 of those years in the Platform and Investment space as part of the launch team of Selestia in 2001, a Director on UBS Private Bank’s EAM platform and Novia’s launch team and wider global business in 2008

Andrew then went on to found UpCapital in 2016, a consultancy business sourcing and distributing market leading investment solutions, products and technology to Independent Wealth Advisers both the UK and Internationally.

With his wealth of experience, Andrew is ideally placed to drive the growth strategy of our firm.

David Nicol 300X300px

David Nicol

Chairman

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 Bear

Roger

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

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.

Clive

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.

David Maher

David Maher

Business Development Manager

Robin Copley

Robin Copley

Business Development Manager

John

John Trower

Sales Solutions Consultant

Paul Miles

Paul Miles

Independent Consultant

Lauren Dempster

Lauren Dempster

Marketing Communications Manager

Jason

Jason Scott

Marketing Assistant

Peter

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

Clair Burns

Clair Burns

Client Relationship Manager

Lauren Nelson

Lauren Nelson

Client Relationship Administrator

David

David Kirkham

Assistant Client Relationship Manager