Euroclear completes acquisition of strategic stake in Inversis

• Combination strengthens Euroclear’s footprint in the European funds business and reinforces Inversis’ value proposition.
• Completion of first transaction paves the way for full acquisition of Inversis.

Brussels, 6 March 2025 – Euroclear has today announced the successful completion of the acquisition of 49% of Inversis from Banca March after securing all necessary approvals. As planned, Euroclear will now proceed with the gradual acquisition of the remaining 51% until full ownership, ensuring a smooth and orderly transition that benefits the employees, clients and partners of Inversis.

The announced acquisition of Inversis aligns with Euroclear's strategic vision to accelerate the growth of its one-stop-shop funds offering – Euroclear FundsPlace® – and expand its presence in Southern Europe. Inversis’ technology-led, diversified and resilient business model underpinned by continued growth perfectly complements Euroclear’s existing funds business.

José Luis Acea, CEO of Banca March, said: "As the sole shareholder of Inversis since 2013, Banca March has guided its growth strategy in alignment with the group's investment philosophy, which aims to elevate its subsidiaries to new stages of development according to our 'Good to Better' approach. Euroclear is the ideal partner to propel Inversis to a higher level of growth and international presence. Their involvement ensures the three conditions that Banca March has consistently required for any acquisition offer: maintaining top-tier service provision for the bank, presenting a robust future plan for Inversis and its staff and providing a valuation that acknowledges its potential."

Alberto del Cid, CEO of Inversis, added: "With this operation, Inversis joins Euroclear’s ecosystem and strengthens its market position by increasing its international footprint. The investment in Inversis will enhance its large customer business and expand its model to other markets. Inversis' clients will benefit from a reinforced value proposition across all business lines."

Euroclear group is the financial industry’s trusted provider of post trade services. Guided by its purpose, Euroclear innovates to bring safety, efficiency and connections to financial markets for sustainable economic growth. Euroclear provides settlement and custody of domestic and cross-border securities for bonds, equities and derivatives and investment funds. As a proven, resilient capital market infrastructure, Euroclear is committed to delivering risk-mitigation, automation and efficiency at scale for its global client franchise. The Euroclear group comprises Euroclear Bank, the International CSD, as well as Euroclear Belgium, Euroclear Finland, Euroclear France, Euroclear Nederland, Euroclear Sweden, Euroclear UK & International.

Inversis, a wholly-owned subsidiary of Banca March, is Spain’s leading provider of global investment technology solutions and outsourced financial services for financial institutions, insurance companies and new players in the investment product distribution space.

Since its inception, Inversis has invested consistently in technology and innovation to adapt seamlessly to the needs of the institutional sector. The technology delivered by Inversis allows its institutional clients to outsource non-core activities and processes, enhancing their own efficiency.

Inversis, as well as being an investment product platform, provides intermediation, settlement and custody services, state-of-the-art technology outsourcing solutions, treasury and capital markets services, depositary services, online brokerage services and research services. www.inversis.es