WealthTech Scale-Up Support: Pre-Study & Proposal, Business Model & Go-to-Market Enablement

Phibonacci - Project Summary

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 […]

PRIIPS RTS IMPLEMENTATION – 1 January 2023

Phibonacci - Project Summary

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 […]

Carve-out pension savings accounts and securities and TAK21 portfolios

Phibonacci - Project Summary

Participate in the final preparations of the Asset Purchase Agreement (APA) with the buyer, to make sure the carve-out and transfer of funds and bonds investment portfolios and pension savings accounts (PSA) can be executed and to start the preparations for the execution on the seller’s side. The assignment was extended with managing the execution […]

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