Multrees Investor Services

Client profile

Multrees is an independent provider of global custody, investment administration and consolidated reporting services for wealth managers and private investment offices.


Multrees, responds rapidly to its clients’ needs as they evolve. Off the back of the success of a Spot FX service, Multrees experienced significant demand for a Forward FX service. The Board wanted to ensure that this service and subsequent new products and services were launched quickly but it was of paramount importance that all product risks had been carefully considered.

What we did

We were asked by the CEO and COO to perform a review of existing product governance arrangements and undertake an independent risk review of the new FX service.


Having reviewed the existing product development framework and the design of the risk framework, we worked closely with the CEO, COO and CRO, to develop and implement enhanced product governance which we integrated into the existing risk framework. We then used the optimised governance to perform a review of the new FX service, identify and resolve all Risk issues.

Outcome delivered

  • Improved governance and control around inception and development of new products and services

  • Successful launch of the Forward FX business, resulting in P&L uplift

  • We have subsequently worked with this client on the design of three further product/services