Euvita can...

Euvita applies a deep understanding of the Wealth Management domain and a broad range of analytical and implementation methods to client concerns and opportunities.

Past examples of successful initiatives include:

  • Definition of a full market entry strategy for a wrap platform business
  • Selection of a third party investment administration provider for an investment advisor
  • Definition of a 5 year IT and Operations strategy to support business expansion goals
  • Definition and delivery of an advisor tool suite incorporating goal setting, asset allocation, stochastic modeling of outcomes and portfolio construction
  • Creation of a bespoke project portfolio methodology for the appraisal, selection, monitoring and management of strategic projects
  • Production of an Enterprise Architecture for a Private Bank with shared services from and to other group entities
  • End to end process reengineering of a Bank’s margin credit business
  • Conversion of a full e-commerce strategy to produce a prioritized set of deliverables organized in phases based on benefits and internal feasibility
  • Implementation of online workflow to support client onboarding and other core processes
  • Rationalisation of operating centres for the EMEA division of a global Private Bank
  • Analysis of market entry strategy for a investment platform provider
  • Leadership of an initiative using six sigma methods to reduce operational losses by 50%, resulting in a save of over 2 million GBP.
  • Set up of a new function to create customized investment summaries for HNWIs
  • Assisting a US Asset Manager to analyse competitive gaps in the UK platform space and identify appropriate gap fill solutions
  • Managing the implementation of a model based discretionary management service
  • Construction of a full financial model for the launch of a direct platform proposition
  • Process design of a Client Relationship Management system and rollout of RM tools across ten countries
  • Definition of a full process architecture for a global Private Bank