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 […]
Carve-out pension savings accounts and securities and TAK21 portfolios
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 […]