Patrizia SE: Efficiency Leap in Global Portfolio Management

A building, office of Patrizia

As a global provider of real estate and infrastructure investments, Patrizia SE manages a complex portfolio. With the introduction of a centralized master data solution, the company was able to revolutionize the management of over 1,400 legal entities and replace manual processes with intelligent automation.

The initial situation

Growth meets complexity

With a managed real estate portfolio of over 50 billion euros and around 1,400 legal entities in more than 15 countries, Patrizia SE faced an enormous administrative task. Employees from different departments required quick and precise access to participation structures. In particular, the short-term creation of customized organizational charts and evaluations for annual financial statements, bank inquiries, and KYC checks generated a high demand for manual work.

The solution

Why was the decision made in favor of Goldright?

  • Centralization: A central platform for all participation data, including history and documents.

  • Automation: Creation of reports and complex organizational charts at the push of a button.

  • Historization: Historical ownership structures available at any time and evaluations related to key dates.

  • Integration: Optimized and seamless data exchange with external systems.

  • Flexibility: A system specifically tailored to the requirements of a global asset manager.

How we supported Patrizia AG

The use of automated ownership structure charts has greatly simplified my working life.

Susanne Päsler

Susanne Päsler

Legal Entity Management, Patrizia SE

Revolutionizing Participation Management

The introduction of the new system has fundamentally changed the administration of the structures. Historical ownership structures can now be accessed with a few clicks, and automated reports are available to all relevant departments in a timely manner. The digitization of many processes has significantly increased efficiency in participation management.

Before

High time expenditure for the creation of manual organizational charts and evaluations for banks and KYC processes.

Now

Automated organizational charts and reports at the push of a button, which greatly simplifies the working life of employees.

Future security and quality

Patrizia SE was not only able to increase process efficiency, but also significantly improve data quality across the entire portfolio. The system is designed to be flexible and future-proof, so it meets the company's further growth and future requirements.

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Your personal contact person

Philipp Seibald

Vice President Sales

+43 664 60801616

[email protected]

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