Saturday, 15 March 2025
REAX Advisory GmbH has successfully completed a comprehensive consulting mandate with INTREAL Luxembourg S.A., a leading alternative investment fund manager (AIFM), to refine and optimise its operational model. The initiative focused on analysing current processes, uncovering untapped efficiency opportunities, and implementing strategies to sustain growth and bolster competitiveness.
Annika Dylong, Managing Director at REAX Advisory, highlighted the importance of agility in the financial sector: “The dynamic nature of the financial industry demands constant evaluation and evolution of business models. Our work with INTREAL Luxembourg S.A. identified significant optimisation opportunities, which we systematically addressed to enhance the company’s operational structure and long-term efficiency.”
Comprehensive Analysis and Strategic Implementation
The consultancy’s efforts involved an in-depth review of over 20 core processes, including risk management, fund issuance, data management, and reporting. This led to the development of 16 targeted optimisation measures, ranging from restructuring internal workflows to leveraging synergies between INTREAL’s Luxembourg operations and its headquarters in Hamburg, Germany.
Key outcomes of the project included:
• Enhanced Organisational Agility: A more flexible structure was introduced, supported by an optimised communication framework to ensure seamless coordination among stakeholders.
• Clearer Competency Definitions: Transparent ownership of tasks improved internal collaboration and accountability.
• Digital and Data-Driven Enhancements: A revised sales strategy, a roadmap for core system integration, and a new document management system were implemented.
• KPI-Driven Oversight: A performance monitoring dashboard now provides real-time insights into operational efficiency.
A Future-Ready Operating Model
Kai Nelson Dreisigacker, Managing Director at REAX Advisory, underscored the significance of the transformation: “Our work has equipped INTREAL Luxembourg S.A. with an operating model designed for sustained growth in a competitive and evolving market. The measures implemented foster efficient workflows, robust internal communication, and clearly defined responsibilities, paving the way for future success.”
The project’s success ensures that INTREAL Luxembourg S.A. is well-positioned to navigate a shifting financial landscape, leveraging its optimised processes to deliver value and maintain its competitive edge.
