Multrees Investor Services Ltd
$8.2B reported client assets across 2 advisory firms in FY2026 annual amendments
Reported client assets over time
$5.4B
$8.1B
2022
2026
Same-firm comparison: 1 firms that reported Multrees Investor Services Ltd in both FY2025 and FY2026 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Stonehage Fleming Investment Management Limited | $8.1B | $23.8B | 33.9% | 06/29/2026 |
| J. Stern & Co. Llp | $165M | $2.2B | 7.4% | 06/29/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.