Assets under management
OpenAPI request/day
Financial intermediaries
Regional Head, Netherlands and Belgium
Sales, Switzerland
Sales, Nordic
Senior Sales and Relationship Manager, France
Sales and Relationship Manager, Netherlands
Regional Head, Asia-Pacific
Get professional-grade trading with PA Research for desktop: a fully customisable platform with advanced features, innovative risk-management tools, and block trading on multiple managed accounts.
Access your account anywhere, anytime with PA Research via browser or app. Execute orders and manage risk in real time with a multi-device single trading environment.
Alleviate administrative burdens with one integrated system for a comprehensive overview of your account.
Download current and historical reports of your net holdings, including total value and percentage exposures of each holding.
Receive back-office logins and EOD files for your administrators.
Access 4 market segments across global markets in a single prime broker relationship with competitive pricing.
Let us handle daily back-office processing and regulatory compliance across multiple jurisdictions, including integrated custody, clearing, and post-trade services.
Create your own hierarchy of accounts to manage different strategies within a single account and flexible fee structure.
Get a principal account (your omnibus account) with multiple sub-accounts aggregated underneath. Use this structure to facilitate trading, funding, interest, commissions, and risk management across multiple underlying family entities.
Use structures and sub-structures to group your clients and split up your account depending on your business and the family portfolios you manage.
Associate advisory, discretionary, or model-managed strategies with each applicable family.
Control employee access when you have different portfolio managers or advisors across multiple families.
Effectively manage access with trading and view-only roles, including PII data control.
Consolidate your portfolio management: handle multiple families in one place.
Access consolidated reports and end-customer statements with integrated reporting services.
View your trading account details—including overall value, P/L breakdown, and consolidated fees schedule—in the platform or as a PDF export.
Benefit from our automated allocation service, enabling one-click block trading on behalf of multiple families with trades and orders instantly reflected on client accounts.
Get real-time margin pre-checks and save multiple allocation keys to support several trading strategies.
Easily set up and manage investment models in Principal Advisor's model manager.
Use the models for both discretionary and advised families, and choose between scheduled and ad-hoc rebalancing.
24-hour institutional-grade trading support and execution coverage
Daily research, strategic commentary, and client events
Personal point of contact for strategic partnership building
A family office is a private wealth management company/organisation that serves the financial and investment needs of one family or multiple families. This company usually manages the family's wealth, including investments, estate planning, tax management, philanthropy, and other financial services. Family offices provide comprehensive and personalised services tailored to the specific requirements of each family such as investment management, financial planning, risk management, wealth transfer and succession planning, charitable giving strategies, and family governance.
Family offices can be structured as single-family offices (SFOs) or multi-family offices (MFOs).
Single-family Office (SFO): This type of family office is dedicated to managing the financial affairs of a single family's wealth. It is typically established when the family's wealth reaches a substantial level, and they desire a dedicated team to oversee their investments, estate planning, and other financial matters.
Multi-family Office (MFO): A multi-family office serves the financial needs of multiple wealthy families. It allows families with smaller asset bases to pool their resources and benefit from shared services, cost efficiencies, and access to professional expertise. MFOs provide services to a select group of families, often with similar values and objectives.
