Independent wealth focus Target EDM's independent structure and in-house management team to propose customized, conflict-free wealth and asset management solutions that leverage their emphasis on fundamental analysis and low portfolio turnover.

AUM growth potential With 2016 AUM of 3,094m euros and a revenue range of 1–10m USD, explore scalable platforms and fund administration services that support growth, cross-border capabilities, and expanded product offerings for private and institutional clients.

Private banking expansion Leverage the recent appointment of a private banking director to introduce premium client services, tailored advisory, and cross-sell opportunities across private banking, wealth management, and exclusive funds.

Tech modernization Offer modernization of web and data capabilities (security, client portals, reporting dashboards) aligned with their technology stack (WordPress, PHP, MySQL) to enhance client experience, onboarding efficiency, and compliance.

Geographic footprint Position solutions for their multi-office footprint (Barcelona, Madrid, Mexico, Luxembourg) by highlighting cross-border investment capabilities, local regulatory compliance support, and localized product offerings.