Enterprise Merger Integration and Fund Transitions


We are the proven experts in fund transitions and mergers.

We have successfully delivered multiple large scale and complex fund mergers and transitions in the industry. We have a holistic approach and enterprise wide methodology to ensuring seamless end to end delivery.

  • Transformation Delivery
  • Fund Transition and Merger Integration
  • Transition Planning
  • Transition Negotiation
  • Transition Governance
  • Independent Transition Auditing and Review
  • Risk Assessment

Specialists in Superannuation and Wealth Management for People, Process & Technology solutions and delivery.