WealthTech Scale-Up Support: Pre-Study & Proposal, Business Model & Go-to-Market Enablement
We supported an ambitious WealthTech scale-up in structuring and launching investment services aimed at EU banks. The assignment consisted of three complementary workstreams: (i) a pre-study and proposal for a micro-investment feature linked to card payments, (ii) the development of a forward-looking business model leveraging upcoming European regulations (Retail Investment Strategy (RIS) and Financial Data […]
SFDR RTS and EU-Taxonomy – Increasing transparency on the sustainability of investments – June 2022-June 2024
Taking over the SFDR epic owner role on the project in order to deliver the project in a timely and qualitative manner. Supporting the EU’s Green Deal The Sustainable Finance Disclosure Regulation (SFDR) is a pivotal component of the EU’s Green Deal, aimed at transitioning capital flows towards sustainable investments to achieve carbon neutrality by […]
PRIIPS RTS IMPLEMENTATION – 1 January 2023
Taking over the PRIIPS epic owner role on the project in order to deliver the project in a timely and qualitative manner. PRIIPs stands for Packaged Retail and Insurance-based Investment Products, which are investment products that retail investors can buy. The PRIIPs Regulation is a European Union regulation that aims to provide retail investors with […]