ALFI Global Distribution Conference

Inversis Banco

Inversis, a fully owned subsidiary of Banca March, is the leading company in Spain in the provision of global investment technology solutions and outsourcing of financial services to financial institutions, insurance companies and new entrants in the distribution business of investment products. Banca March is the most solvent bank in Spain (CET 1 of 17.66%) and also has one of the highest liquidity ratio in the sector (LCR of 284.81%). Since its incorporation, Inversis has been constantly investing in cutting-edge technology and innovation in order to adapt quickly to the needs of their institutional clients. Leveraged on its technology, Inversis is able to provide services to the final beneficiary level of its institutional clients. Thus, the institutional clients can outsource activities and processes that are not part of their core business to Inversis, and thereby increasing their efficiency. Inversis stands out for its one-stop-shop solutions aimed at other financial institutions and new entrants in the distribution business of financial instruments. These services, in addition to covering all regulated investment services (reception, transmission and execution of orders, settlement of transactions and custody and administration of holdings of financial instruments) of any asset classes (equities, fixed income, derivatives, etc.), as they are provided at the final client leve lof its institutional clients, allow financial companies to fully outsource their securities operations, including technological solutions for its institutional clients’ users, either final clients or employees. In addition, Inversis runs its own funds distribution platform, Funds Globe, and specific solutions aimed at the management companies of this kind of vehicles (management company & administration, and depositary bank services). With the combination of these services and its distribution platform, Inversis provides a unique global solution for asset managers.