Insights and perspectives from industry experts
Drawing on our combined experience, we offer practical insights to help navigate the rapidly evolving financial services landscape.
Strategic Transformation: BlackRock European Wealth Division
Following a series of acquisitions, BlackRock's European wealth management division faced challenges integrating disparate technology platforms, client service models, and investment approaches across multiple jurisdictions.
Our Approach
Ilex Associates worked closely with BlackRock's leadership team to develop a comprehensive integration roadmap that preserved valuable aspects of acquired businesses while creating a unified client experience. We established workstreams focusing on technology consolidation, regulatory compliance, investment process harmonisation, and organisational structure.
Results
- Successfully consolidated five technology platforms into a single, scalable solution
- Developed standardised client reporting that accommodated local regulatory requirements
- Created an integrated investment process that preserved specialised expertise
- Achieved cost synergies 15% above initial targets while improving client satisfaction metrics
Growth Strategy: Artemis Fund Managers
Artemis sought to expand its institutional business while maintaining its distinctive investment culture and boutique approach that had resonated with retail investors.
Our Approach
We conducted an in-depth analysis of Artemis's investment capabilities and identified those most likely to appeal to institutional investors. We developed a targeted institutional growth strategy that leveraged existing strengths while addressing key operational requirements for institutional mandates.
Results
- Institutional assets grew from £1.2 billion to £4.8 billion over a three-year period
- Successfully launched dedicated institutional share classes across key strategies
- Established specialised institutional client service capabilities
- Maintained the firm's distinctive investment culture while meeting institutional governance requirements
Connect with Ilex Associates
Discover how our expertise can elevate your financial strategies. Arrange a meeting with us now.