Nexdigm provided strategic initiatives services for a global wealth

management and brokerage firm, divesting their wealth management business. The transaction involved the transfer of billions of dollars of assets under management to another global wealth management company. We prepared a detailed transaction execution plan including roadmaps and checklists for critical tasks.

Other activities included program management, monitoring, stakeholder coordination, and periodic progress updates to leadership. The team also ensured that the transaction was completed on time and on budget.