ASSET MANAGEMENT

SAGALINK Consulting aims at advising clients with a tailored business approach and a thorough knowledge of their competitive environment. Effective support and added-value can only be achieved with a deep industry expertise and strong operational skills.

Decoration

SAGALINK Consulting participates in projects ranging from strategic planning to operational implementation. We support our clients in their business development: business set-up, development / expansion of new services or products, partnerships research, competitive analysis, etc. We work with them on their organizational change: redesign and optimization of processes, organization or tools, etc. We help them to comply with regulatory issues: application for agreements, legal compliance, audit and risk management, etc.

SAGALINK Consulting stands out of the crowd with its commitment to offer its clients a dual expertise in business and consulting. Our dedicated and customized approach provides an effective added value on the following topics:

Leading project management

We carry out major transformation projects for our clients. From strategic study to operational implementation, we work on missions such as:

  • Implementing a TOM for a leading asset manager
  • Monitoring, coordination and organization of the “Front-to-Back” project for an entrepreneurial asset management company
  • Project management, coordination and organization for the transfer of custodian and fund administration activities to a new service provider

Regulatory monitoring and impact analysis

We help our clients in the integration of complex regulations and to ensure compliance. From the identification of regulatory issues, through a review of the state of play to the final implementation, we work with leading financial institutions on missions such as:

  • Regulatory projects : MIFID II, PRIIPS, AIFM, GDPR,…
  • KYC/AML compliance and review of regulatory contracts
  • Optimization of permanent control system and transversal harmonization of reports

Creation and transfer of activity

We perform on behalf of our clients opportunity studies related to the creation, enrichment or outsourcing of service offer. Strong of our anchoring in the universe of the asset management, of our regulatory watch and our mastery of the whole value chain, we carry out missions such as:

  • Middle Office outsourcing
  • Depositary transfer
  • Migration of the activities of fund valuation / depositary / fund administrator