Key Focus: Large-scale migrations, new product launch, business continuity.
Discretionary Portfolio Mandates Migration (~€6bn AUM) – 2019 – Amundi Executed the migration of discretionary mandates to a leading European Asset Manager.
Impact: Business continuity preserved on ~€6bn AUM, reduced operational risk, improved scalability.
ELTIF Fund Launch – 2020 – Amundi Coordinated cross-functional teams for the launch of a new ELTIF alternative investment product.
Impact: Successful time-to-market, expansion of alternative investment offering, stronger HNWI positioning.
Merger by Incorporation of an Investment Firm (SIM) – 2022 – UniCredit Led operational and IT integration of a SIM into a major banking group across 21 workstreams.
Impact: Unified Wealth & Private platform, continuity post-merger, reduced system duplication.
Impact: Activated UHNW Wealth platform, enabling advisory & portfolio services with full regulatory and operational readiness.
Impact: Improved automation and accuracy of corporate actions processing, reduced operational risk, and strengthened alignment between securities operations and core banking infrastructure.