With extensive portfolio transition experience, we have a deep understanding of potential transition risks. As a specialist transition manager, we help manage your portfolio by efficiently reallocating your assets. By using technology, scale and knowledge, we work with you to develop an actionable transition strategy that helps you fulfill your growth needs.

Risk management
We support you before, during and after your transition with a strategy formation and data-backed research to determine optimal implementation for overall risk mitigation.

Operations
We coordinate actions with the client, investment managers, custodians, traders and other parties to facilitate a smooth transition event.

Research
We leverage our team of research experts and design transition strategies tailored to your circumstance.

Reporting
Both, during and after the trade, our reports detail current progress, the expected and the unexpected outcomes.

Global multi-asset trading capabilities
As a global bank, we offer trading capabilities and access to liquidity in any market. Our trading desks operate 24x6, covering international markets with platforms that are purpose-built for transition management.

Our global team has extensive experience in planning, managing and executing transitions and delivering value for institutional clients across a wide range of market conditions. As your partner, we work with you to understand your needs and help meet your business goals.