Tax Manager
Current
Feb 2023 - Present
AeroLeads people directory · profile
Adam Baker Email & Phone Number
Investment Platforms / Wealth Management / Digital Transformation
at
Multrees Investor Services
LinkedIn matched
✓ Verified Jun 2026
2 data sources
Profile completeness 71%
Current company
Role
Investment Platforms / Wealth Management / Digital Transformation
Location
Edinburgh, Scotland, United Kingdom
Company size
Who is Adam Baker? Overview
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Quick answer
Adam Baker is listed as Investment Platforms / Wealth Management / Digital Transformation at Multrees Investor Services, a company with 63 employees, based in Edinburgh, Scotland, United Kingdom. AeroLeads shows a matched LinkedIn profile for Adam Baker.
Adam Baker previously worked as Tax Manager at Multrees Investor Services and Wealth Management Consultant at Multrees Investor Services.
Company email context
Email format at Multrees Investor Services
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Multrees Investor Services
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Profile bio
About Adam Baker
Adam Baker is a Investment Platforms / Wealth Management / Digital Transformation at Multrees Investor Services.
Current workplace
Adam Baker's current company
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Multrees Investor Services
13 roles
Adam Baker work experience
A career timeline built from the work history available for this profile.
Wealth Management Consultant
Oct 2022 - Feb 2023
Wealth Management Consultant
Aug 2022 - Sep 2022
Head Of Client Services
Feb 2021 - Aug 2022
Wealth Management Consultant
Self-Employed
Feb 2020 - Jan 2021
Head Of Asset Services
Responsible for the asset services team within Platform Operations and the performance of asset servicing with our administration team, ensuring Nucleus service standards meet the needs of financial advisers and clients.
Oct 2017 - Jul 2019
Client Relations Director
Responsible for the client relations team and the performance of the client servicing with our administration team, ensuring Nucleus service standards meet the needs of financial advisers and clients.
Feb 2015 - Oct 2017
Head Of Client Operations
Managing and developing the Client Operations area to ensure that the operations staff deliver a high quality service to the clients of Transact.
Nov 2006 - Jan 2015
Client Operations Manager
Aug 2005 - Nov 2006
Regional Client Operations Manager
May 2004 - Jul 2005
Client Services Manager
Mar 2002 - May 2004
Transfers Administrator
Sep 2001 - Mar 2002
Dematerialisation Clerk
Sep 2000 - Aug 2001
Team & coworkers
Colleagues at Multrees Investor Services
Other employees you can reach at multrees.com. View company contacts for 63 employees →
AH
Adam Hudson
Colleague at Multrees Investor ServicesEdinburgh, Scotland, United Kingdom, United Kingdom
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RW
Rebecca Wiggins
Colleague at Multrees Investor ServicesGreater Glasgow Area, United Kingdom
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AM
Andrew Mceachnie
Colleague at Multrees Investor ServicesGlasgow, Scotland, United Kingdom, United Kingdom
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DC
Diana C.
Colleague at Multrees Investor ServicesInverness, Scotland, United Kingdom, United Kingdom
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AB
Amanda Boswell
Colleague at Multrees Investor ServicesEdinburgh, Scotland, United Kingdom, United Kingdom
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CF
Chris Fisher
Colleague at Multrees Investor ServicesLondon, England, United Kingdom, United Kingdom
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SK
Sarah Kirk
Colleague at Multrees Investor ServicesGreater Edinburgh Area, United Kingdom
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KO
Keri-Ann Osfield
Colleague at Multrees Investor ServicesGreater Dundee Area, United Kingdom
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JS
Jason Scott
Colleague at Multrees Investor ServicesGreater Edinburgh Area, United Kingdom
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LC
Lyndsey Cairns
Colleague at Multrees Investor ServicesPenicuik, Scotland, United Kingdom, United Kingdom
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Adam Hudson
Colleague at Multrees Investor ServicesEdinburgh, Scotland, United Kingdom, United Kingdom
View →
RW
Rebecca Wiggins
Colleague at Multrees Investor ServicesGreater Glasgow Area, United Kingdom
View →
AM
Andrew Mceachnie
Colleague at Multrees Investor ServicesGlasgow, Scotland, United Kingdom, United Kingdom
View →
DC
Diana C.
Colleague at Multrees Investor ServicesInverness, Scotland, United Kingdom, United Kingdom
View →
AB
Amanda Boswell
Colleague at Multrees Investor ServicesEdinburgh, Scotland, United Kingdom, United Kingdom
View →
CF
Chris Fisher
Colleague at Multrees Investor ServicesLondon, England, United Kingdom, United Kingdom
View →
SK
Sarah Kirk
Colleague at Multrees Investor ServicesGreater Edinburgh Area, United Kingdom
View →
KO
Keri-Ann Osfield
Colleague at Multrees Investor ServicesGreater Dundee Area, United Kingdom
View →
JS
Jason Scott
Colleague at Multrees Investor ServicesGreater Edinburgh Area, United Kingdom
View →
LC
Lyndsey Cairns
Colleague at Multrees Investor ServicesPenicuik, Scotland, United Kingdom, United Kingdom
View →
FAQ
Frequently asked questions about Adam Baker
Quick answers generated from the profile data available on this page.
What company does Adam Baker work for?
Adam Baker works for Multrees Investor Services.
What is Adam Baker's role at Multrees Investor Services?
Adam Baker is listed as Investment Platforms / Wealth Management / Digital Transformation at Multrees Investor Services.
Where is Adam Baker based?
Adam Baker is based in Edinburgh, Scotland, United Kingdom while working with Multrees Investor Services.
What companies has Adam Baker worked for?
Adam Baker has worked for Multrees Investor Services, Wills & Trusts Wealth Management Group, Self-Employed, Nucleus Financial, and Transact.
Who are Adam Baker's colleagues at Multrees Investor Services?
Adam Baker's colleagues at Multrees Investor Services include Adam Hudson, Rebecca Wiggins, Andrew Mceachnie, Diana C., and Amanda Boswell.
How can I contact Adam Baker?
You can use AeroLeads to view verified contact signals for Adam Baker at Multrees Investor Services, including work email, phone, and LinkedIn data when available.
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