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    About Principal Advisor

    About us

    The expertise behind
    every decision

    Principal Advisor is a global investment consulting firm that combines academic research, deep market expertise, and a worldwide partner network to deliver institutional-grade advisory services.

    2011

    Year founded

    150+

    Clients worldwide

    4

    University research centers

    88%

    Annual return rate

    Our story
    Our story

    Our story

    Principal Advisor was founded in 2011 by a group of seasoned financial professionals who shared a common conviction: the investment industry needed an independent advisory voice — one free from the conflicts of interest inherent in bank-owned platforms and brokerage houses.

    What began as a boutique consulting practice in Copenhagen quickly grew into an international operation. By 2014, we had established our first academic research partnership, and by 2017 our network spanned four university research centers across three continents. Today, Principal Advisor serves over 150 institutional and private clients from offices in Copenhagen, London, Amsterdam, Singapore, and Zurich.

    From day one, our principle has remained the same: deliver objective, research-driven advice that puts the client’s interests first.

    Our journey

    From a bold idea to a global advisory firm

    2011

    Foundation

    Principal Advisor is established in Copenhagen by a team of former senior bankers and portfolio managers. The founding mission: independent, conflict-free investment consulting.

    2013

    Institutional expansion

    The firm secures its first major bank advisory mandates — treasury hedging and wealth management consulting for mid-tier European banks.

    25 specialists
    2014

    First research center

    Principal Advisor launches its first academic research partnership with the California Institute of Technology, establishing a dedicated financial markets research center.

    Caltech partnership
    2016

    Global media partnerships

    Cooperation agreements with major financial publishers, news portals, and independent research houses across Europe, Asia, and the Americas — building a global intelligence network.

    2017

    University network complete

    Research centers at Hebrew University, Princeton, and Oxford complete a four-center global research infrastructure — quantitative modeling, behavioral finance, macroeconomic forecasting, and commodities analytics.

    4 research centers
    2019

    Private investor division

    A dedicated division for private investors launches — offering personal mentoring, daily market signals, and proprietary trading strategies.

    88% return
    2020

    CIS market expansion

    Principal Advisor becomes the first international investment consulting firm to launch a dedicated division for the CIS market and Russian-speaking clients worldwide.

    2021

    150+ clients milestone

    Principal Advisor surpasses 150 active clients — spanning major banks, fund managers, family offices, prop trading firms, and private investors across 50+ countries.

    150+ clients • 50+ countries
    2023

    Sponsorship & charity program

    Global sponsorship and charitable giving program launches — official sponsor of a professional football club, Formula 1 racing, and Grand Tennis tournaments.

    TODAY

    A global advisory firm

    Five offices across Europe and Asia-Pacific. A team of traders, analysts, financial correspondents, and personal mentors — backed by four university research centers, a global media partnership network, and a proprietary contact database of senior industry leaders.

    5 offices • 4 research centers • 150+ clients

    Our team

    Principal Advisor’s strength lies in its people. Professionals with decades of combined experience across the global financial markets.

    Traders

    Execution & Strategy

    Seasoned professionals executing strategies across equities, commodities, forex, and derivatives on global exchanges.

    Analysts

    Research & Intelligence

    Quantitative and fundamental researchers producing actionable market intelligence, forecasts, and strategy models.

    Financial correspondents

    Global Markets Coverage

    On-the-ground specialists monitoring markets, regulatory developments, and macroeconomic shifts across key financial centers.

    Personal mentors

    Client Advisory

    Dedicated advisors who guide private investors through every stage of their trading journey, from first deposit to daily decisions.

    Edgar Olbergs

    Senior Trader & Personal Mentor

    Combining hands-on trading expertise across global markets with individual mentoring of clients, helping them develop and execute profitable trading strategies.

    Eva Rudis

    Head of Sales Department

    Responsible for client acquisition, partnership development, and building long-term relationships with institutional and private investors worldwide.

    Four market segments, one trusted advisor

    Our expertise spans the full spectrum of global financial markets.

    Securities

    Stocks, bonds, ETFs, and mutual funds across 50+ global exchanges

    Commodities

    Precious metals, energy, agricultural products, and commodity futures

    Currency pairs

    185+ forex pairs including majors, minors, exotics, and FX options

    Cryptocurrencies

    Bitcoin, Ethereum, and other digital assets via regulated ETPs and exchanges

    Academic research infrastructure

    California Institute of Technology

    Quantitative modeling and algorithmic strategy research. Developing next-generation risk models and trading algorithms.

    Est. 2014

    Hebrew University of Jerusalem

    Behavioral finance and market microstructure. Studying investor decision-making patterns and market anomalies.

    Est. 2017

    Princeton University

    Macroeconomic forecasting and geopolitical risk assessment. Modeling the impact of policy shifts on global asset prices.

    Est. 2017

    University of Oxford

    Commodities analytics and ESG-integrated investing. Researching sustainable investment frameworks and resource market dynamics.

    Est. 2017

    Global presence
    Global presence

    Global presence

    Headquartered in Copenhagen, Denmark, Principal Advisor operates from offices in the world’s key financial centers:

    DenmarkCopenhagen, Denmark— Headquarters
    UKLondon, United Kingdom
    SwitzerlandZurich, Switzerland
    SingaporeSingapore

    Our partner network extends across 50+ countries, giving clients access to local market expertise and regulatory knowledge in every major financial jurisdiction.

    Pioneering the CIS market

    Principal Advisor is the first — and to this day, the only — investment consulting firm of this caliber to offer a full suite of services tailored specifically for the CIS market and Russian-speaking clients worldwide.

    First on the market

    We are pioneers in providing world-class investment consulting services to the CIS region — a market traditionally underserved by international firms of our level.

    Russian-speaking specialists

    Our team includes dedicated Russian-speaking traders, analysts, and mentors who understand the unique needs, culture, and investment behavior of CIS clients.

    Unmatched competitive edge

    No other firm of our stature combines global-standard research infrastructure, regulatory compliance across 9+ jurisdictions, and full-service CIS market expertise under one roof.

    Our services are available in Russian and English. All client communications, market analytics, strategy reports, and personal mentoring sessions can be conducted in Russian — ensuring seamless interaction and full understanding at every step of the investment journey.

    Our values

    Independence

    Independence

    We have no proprietary trading platform, no affiliated brokerage, and no hidden incentives. Our recommendations are driven solely by client interest and research evidence.

    Transparency

    Transparency

    We fully disclose our methodologies, performance data, and advisory rationale. Every recommendation comes with clear reasoning and risk assessment.

    Excellence

    Excellence

    From our university research centers to our front-line analysts, we pursue the highest standards of intellectual rigor and professional integrity in everything we do.

    Recognition & Licenses

    Licenses & Regulation

    Finanstilsynet
    Danish FSA

    Finanstilsynet
    License No. 1149

    FCA
    FCA UK

    Financial Conduct
    Authority

    FINMA
    FINMA

    Swiss Financial Market
    Supervisory Authority

    MAS
    MAS

    Monetary Authority
    of Singapore

    Regulatory Licenses & Authorizations

    Principal Advisor is authorized and regulated in multiple jurisdictions, ensuring the highest standards of client protection and compliance.

    Denmark

    Denmark (EU)

    Danish Financial Supervisory Authority (Finanstilsynet)

    Licensed as a financial advisory firm under MiFID II. EU-passported across all EEA member states.

    UK

    United Kingdom

    Financial Conduct Authority (FCA)

    Authorized and regulated by the FCA for investment advisory and portfolio management services.

    Switzerland

    Switzerland

    Swiss Financial Market Supervisory Authority (FINMA)

    Registered as a financial intermediary and member of a FINMA-recognized self-regulatory organization (SRO).

    Singapore

    Singapore

    Monetary Authority of Singapore (MAS)

    Licensed under the Securities and Futures Act for capital markets advisory services in Asia-Pacific.

    European Union (MiFID II)

    EU Passporting Rights

    Full passporting rights across 27 EU member states and 3 EEA countries under the Markets in Financial Instruments Directive.

    United Arab Emirates

    Dubai Financial Services Authority (DFSA)

    Authorized by the DFSA within the Dubai International Financial Centre (DIFC) for advisory and arranging services.

    Japan

    Financial Services Agency (FSA Japan)

    Registered as a Type II Financial Instruments Business Operator under the Financial Instruments and Exchange Act.

    Australia

    Australian Securities & Investments Commission (ASIC)

    Holder of an Australian Financial Services Licence (AFSL) for providing financial advisory services.

    Hong Kong

    Securities and Futures Commission (SFC)

    Licensed for Type 1 (dealing in securities), Type 4 (advising on securities), and Type 9 (asset management) regulated activities.

    Sponsorship

    Principal Advisor is proud to sponsor elite sporting events and organizations that share our values of excellence, precision, and ambition.

    Football Club

    Professional Football

    Official sponsor of a leading European football club. Supporting athletic excellence and community development through the world’s most popular sport.

    Formula 1

    Formula 1

    Proud partner of Formula 1 racing. Just as in motorsport, our approach to markets demands precision, speed, and strategic decision-making under pressure.

    Grand Tennis

    Grand Tennis

    Sponsor of international Grand Tennis tournaments. A sport that rewards discipline, focus, and endurance — qualities at the heart of our investment philosophy.

    Charitable activities

    Charitable activities

    At Principal Advisor, we believe that financial success comes with a responsibility to give back. Our charitable program focuses on three key areas:

    Education & financial literacy

    Supporting financial education programs and scholarships at partner universities to help the next generation access quality education.

    Sustainability & ESG

    Investing in environmental and social initiatives. We integrate ESG principles into our advisory work and support sustainable development projects.

    Community development

    Partnering with local organizations in communities where we operate to support youth development, healthcare, and cultural initiatives.

    Charitable activities

    Let’s work together

    Whether you represent a major financial institution or are an individual investor taking your first steps in the markets — we are here to help.

    Principal Advisor (Headquarters)
    Philip Heymans Alle 15
    2900 Hellerup
    Denmark

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    Warning

    All investing involves risk, including the potential loss of invested capital. Principal Advisor provides consulting services and is not responsible for clients' investment decisions.

    Information on our international website (as selected from the globe drop-down) can be accessed worldwide and relates to Principal Advisor as the parent company of the Principal Advisor Group. Any mention of the Principal Advisor Group refers to the overall organisation, including subsidiaries and branches under Principal Advisor. Client agreements are made with the relevant Principal Advisor entity based on your country of residence and are governed by the applicable laws of that entity's jurisdiction.