Our Clients
Banks Brokers Corporates Family offices Fund managers FX Prime Brokerage IAM, EAM, DFM & IFA Prop traders
About us
About us Contact details
Banks and Investment Companies

Banks & Investment Companies

Strategic consulting for
market leaders

We advise the world’s largest banks and investment companies on market strategy, risk analytics, and portfolio optimization — backed by academic research and a global network of partners.

4

University research centers

50+

Media & research partners

Global

Partner network

24/7

Market analytics

Research centers
Research centers

Research centers at world-leading universities

Principal Advisor operates dedicated research centers affiliated with four of the world’s most prestigious academic institutions:

  • California Institute of Technology
  • Hebrew University of Jerusalem
  • Princeton University
  • University of Oxford

These centers produce independent market research, quantitative models, and strategic forecasts that inform our advisory work with leading financial institutions.

What we do

Strategic advisory
Advisory

Strategic consulting

We provide in-depth strategic consulting to major banks and investment companies on treasury hedging, wealth management, brokerage infrastructure, and client acquisition strategies.

Market analytics
Research

Market analytics & research

Our research centers analyze global financial markets in real time, producing forecasts and models used by the largest institutional clients to inform billion-dollar decisions.

Global network
Network

Global partner network

An extensive contact database of corporate representatives, senior bankers, and strategic partners — combined with relationships with leading publishers and news portals worldwide.

Media and research partnerships

Media & research partnerships

We collaborate with major international publishers, news agencies, and independent research organizations to ensure our clients receive the most comprehensive and timely market intelligence available.

Our analysts continuously monitor global financial, commodity, and currency markets, synthesizing data from dozens of sources into actionable insights for institutional decision-makers.

Combined with our proprietary contact database — which includes senior representatives of major financial institutions, corporate leaders, and an extensive network of strategic partners — we offer our clients unparalleled access to both information and opportunity.

Media and research partnerships

Areas of expertise

Treasury hedging

Risk management strategies and hedging solutions for bank treasury operations across multiple asset classes.

Wealth & brokerage solutions

Advisory on wealth management platforms, brokerage infrastructure, and digital client onboarding for banks.

End-client journeys

Design and optimization of investor acquisition funnels, digital experiences, and client retention strategies for financial institutions.

Institutional partnerships

Building and managing strategic alliances between banks, investment firms, and financial technology providers across global markets.

Partner with Principal Advisor

Contact our institutional team to discuss how our research, analytics, and global network can support your organization’s strategic goals.

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

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.