AB
Agata Blicharska
Branch Operations Director at Moventum
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Work Experience
Nov 2022 - Present · 2 years and 1 months
Branch Operations Director
Nov 2023 - Present · 1 years and 1 months
Branch Operations Manager
Apr 2023 - Jan 2024 · 9 months
Manager
Nov 2022 - Apr 2023 · 5 months
Company Details
51-200 Employees
Moventum helps financial services providers, such as financial advisors, asset managers, banks, insurance companies and pension funds, to work more efficiently and effectively. A stable and robust investment platform for securities trading, custody and settlement account management and professional, actively managed fund- and ETF-based asset management complement the work of financial services providers. We offer an international service tailored to suit financial advisors with international clients: Moventum manages client custody accounts for over 40,000 customers from more than 120 countries. The MoventumOffice investment platform offers access to more than 9,000 investment products including funds and ETFs from more than 400 investment firms, including the use of analysis, reporting and support tools. Moventum’s services in asset management and asset building include a web-based securities investment platform focusing on funds, relieving financial advisors of administrative tasks, and integrating custody and account management for individual investors. Investment management tools, regulatory-compliant reporting and individual securities services are also part of the full-service range. Standardised fund asset management service with a sustainable, successful track record for the relevant risk/reward profiles complements the offering. The Moventum Group also enables institutional investors to outsource securities processing in its entirety. Moventum is regulated by the Luxembourg financial market authority (CSSF) and is a member of Luxembourg’s investor compensation system (Système d’indemnisation des investisseurs Luxembourg, SIIL). Banque de Luxembourg acts as the custodian for the client deposits held by Moventum. It is a member of the Luxembourg deposit guarantee fund (Fonds de garantie des dépôts Luxembourg, FGDL) and belongs to a stable and strong group of companies with top international ratings.
Year Founded
2000
Social Media
Linkedin
Industry
Financial Services, Unknown
HQ Location
12, rue Eugene Ruppert Luxembourg, L-2453, LU
Keywords
Asset ManagementTrading PlatformFinancial ServicesFinancial AdvisorsAccount ManagementFundsPortfolio ManagementInvestmentRisk managementRebalancing
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