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Mercator Focus: Q4 2022 Foreword

2022 has been an exceptional year for the Mercator® by Citco (Mercator) team, as we have celebrated significant milestones and continued our growth journey. A key highlight of Q4 was the issuance of our Mercator Entity Management 2022 report, which is gaining acceptance as a true data-driven resource for the Entity Portfolio Management (EPM) industry. We dedicate two articles in this issue to the report’s findings – the first giving an overview on the global trends observed from this year’s data and the second looking at the nuances of entity management in China.

The data used for these reports is itself a reflection of the rapid evolution of EPM, which is growing more technology-enhanced and supported every day. I have been struck by the growing acceptance that EPM is indeed a specialism or, as I like to say, its own discipline, that needs its own specialist approach. We are proud to be at the forefront of this evolution in further developing Entica™ as a cutting-edge workflow, data- and reporting tool to assist our clients.

We are pleased to bring new functionalities to Entica on a quarterly basis, informed by ongoing dialogue with our clients, which allows us to optimize, adapt and meet ever-changing needs. In this way, a collaborative Entica community is starting to grow, something that we will nurture going forward. Our latest functionality relates to jurisdictional updates – these are now incorporated into Entica (as a supplement to e-mail distribution), making the platform even more central to our communications and information sharing with clients.

Notwithstanding the importance of technology, the stakeholders within our clients’ organizations are people. People with whom our client service teams have built a rapport and a close relationship over the years. In that respect, what stands out from 2022 is that we are now able to once again, meet our clients face to face, at conferences or in Steering Committee Meetings, something that has been sorely missed during the pandemic and that we will intensify next year.

It has been hugely gratifying to hear from our clients and the wider market that Mercator is increasingly perceived as being the market leader in EPM. All our efforts, every day, are aimed towards maintaining and strengthening that position.

Elsewhere in this edition we summarize five key regulatory updates to keep an eye out for in 2023 and our Swiss business partner – Lalive Law – provides us with an overview on UBO rules in Switzerland.

Now, as we look ahead to an exciting year, I would like to thank our clients for their partnership and look forward to growing our relationships and specialism even further in 2023.

Kariem Abdellatif
Director of Citco Mercator, UAB, Head of Mercator by Citco

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