Representative Case Asset Management
Investment Funds Distribution
Definition of the new Operating Processes after business integration.
Definition and development of technological solutions that will support the Migration process (Data Control and Migration Tool).
Specialized operational team for the execution of position migration.
Incorporation to the entity of New Funds, Managers and Clients.
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The approach
The entity, European leader in the distribution of Investment Funds and Wealthtech services,
Its strategic objective is continuous growth and internationalization.
To do this, it has acquired the business and the brokerage platform of an international entity.
Results
The entity will have incorporated under its management and intermediation a significant new portfolio of international client positions in investment funds, in line with its corporate growth strategy.
Migration results:
- Expansion of the range of funds available in the entity’s catalog
- Increase in the customer base and intermediated operations
- Internationalization of the business to the countries in which the acquired platform operate
- Qualitative leap in the entity’s positioning in the Wealthtech fund brokerage business
