The specialists at ArtesLex provided comprehensive legal support to a private client within the framework of a project aimed at restructuring the asset storage system and transferring a large portfolio of securities to a new depository institution.
The decision to change the financial institution was made due to the termination of operational interaction with the previous custodian and the necessity to reconfigure the security strategy, as well as to optimize the infrastructure for holding the client’s investment portfolio.
The comprehensive legal support carried out by the ArtesLex team encompassed the entire negotiation process with financial institutions, the selection of the most secure and favorable custodian alternative for future cooperation, a full legal analysis of the transaction, the drafting of the necessary package of corporate and administrative documents, as well as ensuring efficient and prompt interaction with regulatory authorities.
The legal model developed by our attorneys enabled the complete mitigation of regulatory and operational risks during the asset transfer, ensuring flawless legal purity at every stage of the procedure for transferring and crediting securities to the new accounts, without interrupting the owner’s ongoing business processes.
The execution of this project has once again confirmed the high expertise of the ArtesLex team in the field of securities, Private Wealth Management, and investment protection. We continue to create reliable and uncompromising legal solutions for the security and stable development of our clients’ assets under any circumstances.
12.05.2026
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