Growth through ETF North Square Investments launched two new ETFs in July 2026, NSIV and NSIG, with day-to-day management handled by CS McKee. Opportunity: position to cross-sell additional ETF products and related services to existing clients of CS McKee and North Square, and leverage distributor channels to broaden product reach.

Strategic Acquisition Azimut Group acquired North Square Investments in July 2025, signaling strong capital backing and access to a larger U.S. distribution network. Opportunity: engage in expansion discussions highlighting financial backing, scale, and shared investment capabilities to win institutional mandates and wholesale partnerships.

Multiboutique Platform NSI operates as a multi-boutique within the Azimut ecosystem, offering a range of products including RCIM Tax-Advantaged securities and other specialty strategies. Opportunity: upsell platform-level services such as operations outsourcing, compliance support, and technology integrations to streamline multi-boutique management for similar asset managers.

Recognition & Talent The firm was named Best Places to Work in Money Management in 2024 and has added senior hires and regional leadership in 2024-2025. Opportunity: offer talent and culture-related services, executive search partnerships, and leadership development programs to strengthen client retention and attract growth-focused asset managers.

Technology & Ops Existing tech stack includes TrackJS, WordPress, Salesforce, Shopify, Microsoft 365, Google Cloud, Pardot, and WP Engine, indicating mature CRM, marketing automation, and cloud infrastructure. Opportunity: propose integration and modernization services, data analytics, and digital engagement enhancements to improve client experience and sales funnels for asset managers.