Enterprise Merger Integration and Fund Transitions

Merger-web

We are the proven experts in fund transitions and mergers.

We have successfully delivered multiple large scale and complex fund mergers and transitions in the industry. We have a holistic approach and enterprise wide methodology to ensuring seamless end to end delivery.

  • Transformation Delivery
  • Fund Transition and Merger Integration
  • Transition Planning
  • Transition Negotiation
  • Transition Governance
  • Independent Transition Auditing and Review
  • Risk Assessment

Specialists in Superannuation and Wealth Management for People, Process & Technology solutions and delivery.