The new deputy CEO brings an exceptional blend of commercial insight, sector knowledge and operational discipline to contribute to the firm’s growth.

Multrees Investor Services, a provider of bespoke custody, investment administration and platform services for wealth managers, private banks and family offices, has appointed Helen O’Neill as deputy chief executive officer.

Her appointment forms part of Multrees’ succession planning and continued investment in senior talent, while adding further commercial and operational leadership to support growth, the firm said in a statement.

O’Neill has senior leadership experience across wealth and asset management. Previously, she spent nearly a decade as chief operating officer of Tatton Investment Management. She played a central role supporting the company’s growth from startup to publicly listed business. Alongside her executive career, she has served in a range of board-level and advisory roles.

O’Neill will work with CEO Chris Fisher to lead Multrees' strategic and commercial objectives. 

“This is a significant appointment for Multrees as we move into the next stage of our growth. The wealth management sector is changing quickly. Larger firms continue to pursue scale, but there is also a powerful opportunity for specialist, challenger and high-growth firms that know their clients deeply and want to grow without losing what makes them distinctive,” Fisher said. “Our role is to help make that possible, and Helen brings an exceptional blend of commercial insight, sector knowledge and operational discipline. I’m delighted to welcome her to the leadership team.”