Helen O'Neill Steps Up as Multrees CEO Following Leadership Shakeup

Multrees, which supports private banks, family offices, and wealth managers like Brompton Asset Management, has maintained a confident outlook regarding its operational trajectory. The business recently celebrated its 15th anniversary and is currently emphasizing its investments in technology and staffing. Carole Lamond, chief culture and communications officer, noted that the firm is prepared for a new chapter under O'Neill’s guidance, citing her track record in scaling financial services operations as a primary asset.

While company leadership remains optimistic, the transition occurs against a backdrop of fluctuating financial performance. Recent filings indicate that annual profit dipped to £1.9 million, down from £3.47 million in the previous reporting period. Despite the change at the top, the firm’s governance structure remains supported by chairman David Nichol and non-executive directors Magnus Carlsson and Elaine Clements. The organization declined to provide specific details regarding Fisher’s decision to step down.