With a 17+ year track record of delivery, Valentia Partners has grown from a firm originally focused on Financial Services, to one operating globally across multiple sectors. In 2022 we begin growing our engagement in Private Equity, focused on business systems transformation across portfolio firms to enable optimal execution of buy and build strategy. 

Since then, we have designed and delivered in industries as diverse as property management, crime prevention, and cloud technology firms. 

Private Equity

Related Insights

Bringing businesses with strategic synergies together unlocks outsized value through deepening product penetration with cross-sell, establishing best-in-class customer lifecycle, and simplifying operational management. In delivering these synergies, we have identified four critical areas of operating model optimisation and integration – customer relationship management (CRM), enterprise resource management (ERP), financial planning and analytics (FP&A), and human capital management (HCM). 
 
Getting it right enables greater share of customer wallet, streamlined operational efficiency, and robust tracking of financial outcomes.

Related projects

Featured
Wealth & Asset Management, CAPITAL MARKETS AND TREASURY
UK Private Bank
Wealth & Asset Management, CAPITAL MARKETS AND TREASURY

Design of a new Financial Institution’s customer business

  • Assisted the client in pivoting from a product-led sales model and supported the design of a franchise-led model across key sectors. Establishing key parameters, governance model and controls.​

  • Advised on short and long-term strategy for the new franchise identifying key areas for growth across the Financial Institutions market.​

  • Mobilised the franchise, aligned to strategy and new governance framework, establishing operating rhythm across the business.

Wealth & Asset Management, CAPITAL MARKETS AND TREASURY
Wealth & Asset Management
UK Wealth Manager
Wealth & Asset Management

Legacy Platform Stabilisation

  • Reduced operational risk by fixing critical components of the legacy investment platform. ​

  • ​Worked across a multi-jurisdictional, multi-server environment spanning both Linux and Windows components joined via API.​

  • Lead the design and delivery of a project to upgrade all system components and eliminate operational and data security risks resulting from going out of support.

Wealth & Asset Management
Wealth & Asset Management
UK Wealth Manager
Wealth & Asset Management

Strategic Asset Allocation

  • Created the technology roadmap necessary to effectively support a thoroughly revised asset allocation strategy across various unitised funds.​

  • Revised the asset allocation to meticulously design to seamlessly integrate environmental, social, and governance (ESG) considerations.​

  • Streamlined risk assessment processes for enhanced client onboarding experiences.

Wealth & Asset Management
Wealth & Asset Management
UK Wealth Manager
Wealth & Asset Management

Technology Transformation

  • Provided comprehensive assistance to a prominent WM firm with assets totalling £47 billion with an aim to foster substantial growth in their advisory business.​

  • ​Effectively mitigated any potential scalability costs that might arise from the expansion.​

  • Engaged in the development and successful implementation of a cutting-edge technology strategy that revolved around leveraging cloud-based solutions, advisor platform's capabilities and facilitating the establishment of a unified CRM system.

Wealth & Asset Management

Get in touch

Andrew Ng
Partner

Employee
Someone not partner maybe

LinkedIn
xx.xx@valentiapartners.com