Client SuccessGalilée Asset Management
Galilee Asset Management | Clearwater JUMP to Support Rapid Growth and Investment Operational Excellence
Galilee Asset Management (AM) plans to implement Clearwater JUMP to consolidate fund and wealth activities across its investment lifecycle. The platform’s deployment comes as Galilee AM seeks to support its rapid growth and consolidate its activities after acquiring several investment management companies.
Market / Asset Managers
Founded in 2000 and based in Strasbourg and Paris, Galilee AM offers multi-thematic expertise in fund and securities selection through its investment solutions for individual, professional and institutional clients. Its entrepreneurial structure and its capital independence from any banking or insurance network is the guarantee of great freedom in investment decisions. Galilee AM is a signatory to the PRI (UN Principles for Responsible Investment). For more information about Galilee Asset Management: www.galilee-am.com.
Website: https://www.galilee-am.com/
2000
founded
20
partner banks and insurance companies
1
consolidated view across the business
Challenges
- Multiple in-house solutions involving many manual processes for order consolidation
- Inefficiencies and costs associated with in-house solutions
- Needed complete functional coverage for front, middle and back-office investment operations
Results
- Cohesive fund and wealth management platform for all its acquired investment management companies
- Accurate group-level reporting
- Streamlined middle-office activities
“In Clearwater, we have found a long-term partner allowing us to centralize our multi-entity and multi-activity business on a single platform. Clearwater is a technological upgrade and a strategic move to consolidate our operations, drive efficiencies, and foster sustainable growth.”
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