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.

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.

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Glenn Murphy

Chief Operating Officer

Glenn is the Chief Operating Officer at Multrees Investor Services. His role includes delivering strategic operating and technology platforms to enable the business to offer robust solutions and platform services for the benefit of our clients. Glenn is the strategic interface between Operations, Technology and our clients helping to shape, design and deliver the company's operating model.

Glenn joined the Group in 2021 and has over 25 years’ commercial experience, having previously been Chief Operating Officer at Stonehage Fleming, and working in lead functions for Schroders, Cazenove Capital, London & Capital and Rathbones. Glenn was also previously a non-executive director for a fund management company. He is Investment Management certified (IMC) and qualified in Investment Operations (IOC). Glenn holds a Bachelor of Science degree, having studied Applied Physics and Computer Science. He takes a keen interest in FinTech and private capital markets and is an active member of Chartered Institute for Securities & Investments.

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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 Baer.

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.

Elaine Clements

Elaine Clements

Non-Executive Director

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 is qualified solicitor, 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 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.

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Bill Vasilieff

Non-Executive Director

Bill joined Multrees from UK platform Novia Financial where, as founder and CEO he successfully led the platform to profitability and sale to a Private Equity investor. Whilst at Novia, Bill also launched an in-house fund management operation in 2015 (Copia Capital) which grew rapidly to profitability and scale. Bill also led the Novia team in building a retail and institutional platform for Aegon as well as launching a successful multicurrency offshore platform Novia Global, where he remains as Chairman. Before Novia, Bill was one of the founders of the Old Mutual platform Selestia, one of the first of its kind in the UK retail savings market in 2001.

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