Keri-ann Osfield

Turnover for the 12 months to 31 December 2025 increased to £25.7 million, up from £24.9m in the previous year, while profit before tax was £2.3m, compared with £4.2m the previous year. The results reflect a year of continued investment in the business, across technology, data, and talent.

The company also continued to invest in its platform capabilities, including development work linked to its operational data store, web portal, and its custody platform. These long-term investments are designed to future-proof the operational infrastructure available to Multrees’ boutique high net worth-focused wealth managers as they scale their own businesses.

Multrees’ model is designed to support those firms by combining institutional-grade infrastructure with a highly tailored service approach, allowing wealth managers to focus on client relationships, quality advice, and growth.

Keri-ann Osfield, chief financial officer, Multrees Investor Services, said: “We’re proud to release financial results that act as a proof point for the long-term investments we’re making in our business. We have continued to invest in the business from our own resources while maintaining a healthy balance sheet and supporting long-term growth.

“Multrees celebrated its 15th anniversary in 2025, and our role is clearer than ever. The UK wealth management market continues to consolidate, with larger groups pursuing scale through mergers and acquisitions. At the same time, the sector continues to create opportunities for specialist, challenger, and high-growth firms serving high-net-worth clients with complex needs.

“These firms do not need another outsourced provider, but rather a partner that understands their business and gives them the confidence to grow. Our growing client book includes some of the most exciting firms in the sector, and we remain committed to supporting them in their long-term success.”