Fund managers

Analytics, strategy, and support for fund managers

Access to global markets and 24/6 expert service from a regulated company with competitive, bespoke pricing. Hedge funds of all sizes accepted.

500+ clients

Assets under management

200+ projects

OpenAPI request/day

285+

Financial intermediaries

Our services

Analytics, strategy, and support for fund managers
Trade equities, bonds, futures, FX, options, CFD, and mutual funds and benefit from cross-collateralisation and execution of multiple strategies within the same account.
Liquidity from Tier 1 providers
Access Tier 1 liquidity and quality execution: full STP routing of your trades to our brokers with no intermediary intervention.
Straightforward regulatory compliance
Rely on us for compliance across multiple jurisdictions: receive integrated back-office services, in-platform reports, and secure delivery of EOD files.
Boutique prime broker services
Consolidate your flow and trade multiple assets across a single margin account with our suite of boutique prime broker services, including FIX and OpenAPI connectivity as well as algo trading.
Security of funds
Rely on the trust and security of a SIFI-designated, licensed company with an S&P A- rating.
Employee investment activity monitoring and compliance
Manage the risk of your employees’ trading by controlling which broker they invest with.

Our team of experts

Tue Mortensen
Deputy and Regional Head of Institutional, Nordic and United Kingdom
Brian Scharrenberg
Regional Head, Netherlands and Belgium
Adam Moltrup
Regional Head, France and Switzerland
Carsten Kölsky
Senior Relationship Manager, Switzerland
Melanie Struffi
Sales, Switzerland
Daniel Bergman
Sales, Nordic
Bertrand Maurice
Senior Sales and Relationship Manager, France
Ian Phipps
Senior Sales and Relationship Manager, United Kingdom
Reece Baker
Senior Sales and Relationship Manager, United Kingdom
Niels Eimers
Sales and Relationship Manager, Netherlands

Adam Moltrup
Regional Head, CEE
Anastasia Anikina
Senior Relationship Manager, CEE
Jonas Pallesen
Senior Relationship Manager, CEE
Pavel Němeček
Senior Sales, CEE

Tue Mortensen
Deputy and Regional Head of Institutional, Iberia
Indira Marron-Minsal
Senior Relationship Manager, Iberia
Luis Simões Pereira
Senior Relationship Manager, Iberia

Nicholas Wright
Regional Head, Middle East
Fatma Al Naggar
Senior Relationship Manager, Middle East
Konstantinos Pogiatzis
Senior Relationship Manager, Middle East

Ivan Chang
Regional Head, Asia-Pacific
Vivian Nguyen
Senior Sales, Asia-Pacific
Bank and Broker Partnerships
Eugene Wong
Senior Sales, Asia-Pacific
Hedge Funds, Family Offices and EAMs
Gift Anankaphannan
Senior Relationship Manager, Asia-Pacific
Florina Schmid
Relationship Manager, Asia-Pacific
Janice Loh
Senior Relationship Manager, Asia-Pacific
Lirong Hu
Relationship Manager, Asia-Pacific

Get in touch with our experts

Dedicated expert team support

Find the right solution for your business with more than 100 institutional specialists operating from offices in key financial centers, including Copenhagen, London, Amsterdam, Singapore, and Zurich.

Relationship managers

Personal point of contact for strategic partnership building

Prime services

Daily account management and operational support

Senior sales traders

24-hour institutional-grade trading support and execution coverage

Contact a local representative

Single trading environment via our platform or FIX API

Access 4 market segments across global markets in a single prime broker relationship with competitive pricing.

Benefit from one cross-collateralised account to manage risk and netting across multiple instruments with real-time position keeping and account management. Algo trading is also available.

Use Principal Advisor's execution platform or connect via FIX. Our electronic infrastructure is fully documented, stable, fast, and flexible.

Collateralised cash products for additional exposure

Use your portfolio in stocks and bonds as collateral to get additional exposure across asset classes.

Gain exposure and trade, invest, or hedge from a single platform.

Hedge fund start-up services

Lean on our expertise if you’re a new fund looking to get started.

Get introduced to our network of service providers across fund administrators, auditors, and lawyers.

Customised FX liquidity and clearing solutions

Ultra-competitive pricing
Access all the top Euromoney liquidity providers (disclosed, semi-disclosed, anonymously) and consume Principal Advisor's own liquidity.

ECNs and listed FX
Get direct market access to ECNs and listed FX derivatives on CME, HKEX, and ICE_NYBOT.

Cross-collateralised multi-asset account
Take advantage of flexible collateralisation across cash and securities via tiered or flat margin methodologies.

Full suite FX execution
Trade forwards, swaps, and options with a 12-month maximum tenor.

Multiple third-party technology vendor integration
Benefit from co-located, cross-connected, low latency infrastructures in NY4 and LD4.

Learn more

Employee investment activity monitoring and compliance

Corporate consulting partnership
Rely on us for compliance with employee personal account dealing, including transactional reporting and bespoke integration with internal systems for monitoring.

Analytics, strategy, and support for fund managers
Your employees can trade equities, ETF, bonds, mutual funds, and managed portfolios within the same account. Plus, they can trade currencies from separate sub-accounts added to their main Principal Advisor account.

Manage reputational risk
Avoid the front page and effectively monitor staff personal account dealing (PAD).

Control the counterparty
Manage the risk of your employees’ trading by controlling which broker they invest with.

See preferred broker solutions

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