Adam Baker

Adam Baker Email and Phone Number

Investment Platforms / Wealth Management / Digital Transformation @ Multrees Investor Services
edinburgh, edinburgh, united kingdom
Adam Baker's Location
Edinburgh, Scotland, United Kingdom, United Kingdom
About Adam Baker

Adam Baker is a Investment Platforms / Wealth Management / Digital Transformation at Multrees Investor Services.

Adam Baker's Current Company Details
Multrees Investor Services

Multrees Investor Services

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Investment Platforms / Wealth Management / Digital Transformation
edinburgh, edinburgh, united kingdom
Website:
multrees.com
Employees:
63
Adam Baker Work Experience Details
  • Multrees Investor Services
    Tax Manager
    Multrees Investor Services Feb 2023 - Present
    Edinburgh, Scotland, United Kingdom
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  • Multrees Investor Services
    Wealth Management Consultant
    Multrees Investor Services Oct 2022 - Feb 2023
    Edinburgh, Scotland, United Kingdom
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  • Wills & Trusts Wealth Management Group
    Wealth Management Consultant
    Wills & Trusts Wealth Management Group Aug 2022 - Sep 2022
    United Kingdom
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  • Wills & Trusts Wealth Management Group
    Head Of Client Services
    Wills & Trusts Wealth Management Group Feb 2021 - Aug 2022
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  • Self-Employed
    Wealth Management Consultant
    Self-Employed Feb 2020 - Jan 2021
  • Nucleus Financial
    Head Of Asset Services
    Nucleus Financial Oct 2017 - Jul 2019
    Edinburgh, United Kingdom
    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.
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  • Nucleus Financial
    Client Relations Director
    Nucleus Financial Feb 2015 - Oct 2017
    Edinburgh, United Kingdom
    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.
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  • Transact
    Head Of Client Operations
    Transact Nov 2006 - Jan 2015
    London, United Kingdom
    Managing and developing the Client Operations area to ensure that the operations staff deliver a high quality service to the clients of Transact.
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  • Transact
    Client Operations Manager
    Transact Aug 2005 - Nov 2006
    London, United Kingdom
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  • Transact
    Regional Client Operations Manager
    Transact May 2004 - Jul 2005
    London, United Kingdom
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  • Transact
    Client Services Manager
    Transact Mar 2002 - May 2004
    London, United Kingdom
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  • Transact
    Transfers Administrator
    Transact Sep 2001 - Mar 2002
    London, United Kingdom
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  • Hsbc
    Dematerialisation Clerk
    Hsbc Sep 2000 - Aug 2001
    London, United Kingdom
    View

Frequently Asked Questions about Adam Baker

What company does Adam Baker work for?

Adam Baker works for Multrees Investor Services

What is Adam Baker's role at the current company?

Adam Baker's current role is Investment Platforms / Wealth Management / Digital Transformation.

Who are Adam Baker's colleagues?

Adam Baker's colleagues are Riya Chetan Kuruwa, Maisie Howden-Glasgow, Adam Hudson, Jacqueline Salmani, Sam Bird, Euan Campbell, Sarah Kirk.

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