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Natalia Lewis
Client Solutions at Multrees Investor Services
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Work Experience
Client Solutions
Feb 2018 - Present · 6 years and 10 months
falcon private wealth ltd.
Apr 2013 - Feb 2018 · 4 years and 10 months
Junior Relationship Manager
Jan 2014 - Feb 2018 · 4 years and 1 months
Assistant Relationship Manager - Russia And Eastern Europe
Apr 2013 - Jan 2014 · 9 months
Company Details
It’s more about you than us, but here’s a little about us. Multrees provides a range of outsourced investment services to wealth managers, private banks, family offices and advisory businesses. Our services help you manage your clients and their assets, on your terms and in line with your regulatory responsibilities. We combine expert, personal service with flexible, open architecture technology to help you build your own private wealth management platform specifically tailored to your business. Whether it’s a lead outsource partner you are looking for, or someone to meet the specific needs of a part of your book alongside others, the Multrees difference is that we build our services around you, reducing operating model risk and business complexity. We don’t expect you to change your business model to fit ours. Because we work in a modular, flexible way, you can be confident that choosing Multrees will complement your business – not disrupt it
Year Founded
2011
Social Media
Linkedin
Industry
Financial Services, Outsourcing of financial services and administration, Independent financial advisers, Financial and insurance services, Business Services, Capital and financial investment consultants
HQ Location
40 Princes Street Edinburgh, Scotland EH2 2BY, GB
Keywords
Global Custody ServicesConsolidated Reportingand Investment Administration
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