Inversis moves forward with its strategic plan for joint collaboration with Euroclear

Inversis moves forward with its strategic plan for joint collaboration with Euroclear

Sep 19, 2025

  • The entity transfers its international fixed income settlement and custody service to Euroclear Bank, marking an important strategic milestone in the entity's international activity.
  • The change reflects Inversis' commitment to strengthening the security, operational efficiency and international coverage of its settlement and custody services.
  • The company will carry out an orderly transition, designed to be completely transparent for customers.

 

Madrid, 19 September 2025 – Inversis is transferring all its international fixed income assets, ETFs and multilisted securities to Euroclear Bank, one of the most robust and globally recognised financial infrastructures. This decision is part of the joint collaboration model between Inversis and Euroclear, one of the leading international custodians, and represents the culmination of a strategic milestone in the field of the entity's settlement and custody services.

The migration means that the settlement and custody processes for these assets will be managed directly through Euroclear, under the highest regulatory and technological guarantees. The entity will carry out a planned and orderly transition, with the aim of ensuring operational continuity and maintaining service quality as a member of the Euroclear ecosystem.

The process of changing custodian is completely transparent and has no implications for clients, who will experience no disruption to their operations, usual access channels or reporting services.

Among the main advantages of this migration are, on the one hand, greater security, thanks to Euroclear, one of the most capitalised and robust financial infrastructures in the world. On the other hand, Inversis is strengthening its operational efficiency by optimising settlement and custody processes in a single global hub. The entity is also acquiring broader international coverage, with access to a greater number of markets and counterparties. All of this reinforces Inversis' position as a leading provider of investment services.

According to Juan José Valle, Director of Operations and Transformation at Inversis: "This transfer is an important milestone in Inversis' commitment to excellence. In this way, we are reinforcing our commitment to our clients and to the development of solutions that provide security, scalability and greater reach. All this with the aim of continuing to promote Inversis' position as a leading provider of investment services thanks to the numerous benefits of being part of the Euroclear network."

 

Euroclear joins Inversis

Euroclear became a shareholder in Inversis with an effective 49% stake at the beginning of March. The aim of the operation is to accelerate Inversis' growth and internationalisation strategy. Following this initial acquisition, Euroclear will gradually increase its stake to 100% in an orderly process that will benefit both Inversis' clients and professionals.

 

About Inversis

Inversis, owned by Banca March, is Spain's leading provider of technology solutions and outsourcing services for financial institutions, insurance companies and new entrants in the distribution of investment products. Since its creation, Inversis has invested continuously in technology and innovation in order to adapt quickly to the needs of institutional business. Thanks to Inversis' technology, its institutional clients can outsource activities and processes that are not part of their core business, thereby increasing their efficiency. In addition to being an investment product platform, Inversis provides brokerage, settlement and custody services and state-of-the-art technological outsourcing solutions; treasury and capital market services; depositary services; brokerage services, online brokerage and analysis services.

www.inversis.es