Asset & Fund Management
Asset & Fund Management
Colline has extensive experience from leading Nordic market players and a holistic understanding of the entire financial value chain, including:
- Institutional and private sales
- AML/KYC processes in client onboarding, including supporting systems
- Fee management and related processes
- Operational processes and policy frameworks
Track Record (extract)
- Institutional sales of investment products on the Swedish capital market
- Establishment of a new finance function for an asset manager in Luxembourg, including selection of operating model, organizational setup, and supporting systems
- Design and documentation of fee processes within a major Nordic asset management firm
- Pre-study to improve order processing at a Swedish fund company
- Evaluation and decision making regarding portfolio management systems at a Swedish fund services company
- Pre-study and strategic direction for a comprehensive back-to-front platform at a major Nordic bank
- Process analysis and documentation at the asset management arm of a Swedish major bank