As a market leader in securities lending, Jefferies provides customers with a differentiated experience. We tap unique sources of supply and apply a risk-based model to allow for better pricing and stability, while providing access to traditional multi trillion-dollar pools of lending assets. NBK Wealth PRIME Brokerage offers access to the Kuwaiti, GCC, and Egyptian markets directly through fully owned and managed subsidiaries, whilst leveraging strategic alliances with the best brokerage houses in the rest of the MENA markets. NBK Wealth PRIME Brokerage’s desk is a premium offering for high-net-worth clients and difference between prime broker and custodian institutions that want access to sales brokers and multiple markets through one account and one point of contact. Institutional investors from traditional hedge funds to mutual funds are looking to add crypto to their portfolios to diversify risk and take advantage of the volatility. The fragmentation of the crypto market makes trading complex and current…

Prime Brokerage, Trading and DMA — we’ve got you covered

A prime broker is a large financial institution that provides a multitude https://www.xcritical.com/ of services, from cash management to securities lending to risk management for other large institutions. Our prime brokerage offering includes execution, clearance, settlement and financing. We provide deep and expansive pools of securities lending and inventory supply, with advanced margining capabilities, cross-margining and collateralisation.

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How Much Do Prime Brokers Charge?

Previously, he was the Head of Equity Execution Trading at Barclays from 2013 to 2017, where he was responsible for the trading, sales trading, desk analyst, and low-touch electronic businesses. Before that, he was Head of TMT Cash Equity Trading at Morgan Stanley, and Head Proof of work of Cash Equity Trading & Risk at Nomura, where he grew the business from 67th to 10th in market share in less than one year. Save time and resources with our single-point-of-contact service model that acts as a valuable extension of your team. Our clients have access to the hard-to-borrow universe—and we can help clients locate desired positions.

Professional Pricing – Maximize Your Returns

prime brokerage software

A prime brokerage is a bundled group of services that investment banks and other financial institutions offer to hedge funds and other large investment clients. They often need to be able to borrow securities or cash to engage in netting, which offsets the value of multiple positions or payments exchanged between two or more parties. We believe in the value of building a partnership with our clients – from start-up hedge funds to the largest institutional investors and everyone in between. We see each relationship as unique, and focus on providing the right technology, services, and solutions at every stage of their growth. Our broad reach, extensive industry experience, and deep understanding of our clients’ objectives allow us to provide a truly unique set of capabilities.

Individuals should not enter into option transactions until they have read and understood the option disclosure document titled “Characteristics and Risks of Standardized Options,” which outlines the purposes and risks of option transactions. This booklet is available from your Financial Advisor or on the OCC website. What are some of the key market trends and opportunities to look for in 2025? Detailed statistics and visualizations to help you monitor and analyze your trading performance. Business Consulting, including vendor analysis and introduction, systems implementation, workflow construction, in-sourcing vs. out-sourcing analysis and structural considerations.

We also consult on fund positioning, approach, strategy, and marketing, and provide access to our proprietary events so our clients can build relationships with institutional investors across the globe. With trading hubs in London, New York, Hong Kong, and Tokyo, our global team provides 24-hour access to over 50 developed and emerging markets. We have a strong reputation for significant and longstanding relationships built on the fundamentals of client service, borrow liquidity and borrow protection. Clear Street is revolutionizing the backend of prime brokerage by building the financial infrastructure for today’s institutions. We’re pioneering a technology-first experience for prime brokerage using a platform built on modern technology rather than mainframes from the 1980s and other out-of-date technology reliant on batch processing.

Although we make such statements based on assumptions that we believe to be reasonable, there can be no assurance that actual results will not differ materially from those expressed in the forward-looking statements. Certain functionality discussed may not be available as of the time of viewing. On its ten-year anniversary in June 2023, prime broker Invast Global rebranded to 26 Degrees Global Markets. IBKR has no mark-ups or built-in spreads and offers low and fully transparent commissions on bonds.

prime brokerage software

We have business professionals and experienced prime brokerage technologists available to provide training and support, and our global Client Technology Services team responds to client inquiries 24 hours a day, seven days a week. We provide our clients with numerous options for electronic execution via many industry trading platforms, including REDIPlus. In addition to electronic execution platforms, Goldman Sachs provides integrated solutions with a broad selection of ISV and OMS platforms as well as connectivity to client-developed software. We also offer clients access to advanced and customizable trading strategies through our futures algorithm suite. Today, most investors work off overnight margin information received via reports. They often struggle to understand where they stand intraday—whether their contemplated trades are edging them closer to a margin call.

Our professionals conduct proprietary stress tests with single margin requirement and cross product netting. This compression of timelines will be a real challenge for legacy platforms where multiple systems are stitched together and need to be manually reconciled, often with human involvement. Rates and extensive availability for both fixed income and equity securities. TCA tracks the quality of your orders’ transaction prices versus market conditions either at the time the orders were submitted or after the trade executes. Run and customize activity statements to view detailed information about your account activity, including positions, cash balances, transactions, and more. Clients can direct U.S. stock orders to the IBKR ATS destination to add liquidity.

References to securities trading and prime services are made on behalf of the BD Division of SFI. References to exchange-traded futures and options are made on behalf of the FCM Division of SFI. You can learn more about the background of StoneX Financial Inc. on BrokerCheck. The Prime Brokerage Group provides financing solutions and risk models that allow hedge fund managers to execute a wide range of investment strategies, while still providing a framework that is predictable and reliable across all market conditions.

  • Cantor’s full-service offering and high-touch approach ensures clients have access to our global multi-asset self-clearing and execution capabilities.
  • DCS is designed to streamline the client clearing experience across products, asset classes and regions.
  • Run and customize activity statements to view detailed information about your account activity, including positions, cash balances, transactions, and more.
  • These varieties of investors often deal with a large amount of cash for investment but don’t have the internal resources to manage the investments on their own.
  • Our digital platform BrioTM offers clients the ability to conceptualise and test their Delta One investment strategies before connecting with their sales representative to proceed to transaction.
  • Manage your cash management activity including cash movements and FX across all your accounts in one place.

In the case of hedge funds, prime brokerage services are often considered significant in determining a fund’s success. Interactive Brokers offers a comprehensive suite of prime brokerage services to meet the unique needs of hedge funds, family offices and managed accounts. Delivering enhanced transparency and greater oversight, our fully integrated solution facilitates financing for your long and short portfolios. Our prime services platform lets you borrow and finance securities within a segregated custody account, while its custody-based model eliminates the need for triparty arrangements between your custodian and prime brokers. Using innovative financing arrangements, we support a wide range of clients across asset classes, managing all portfolio financing activities, while you retain control. Our platform provides a full set of tools that allow clients to work with multiple asset classes and currencies in a single consolidated account.

Working seamlessly across our global network, our team can track, synthesize and utilize the information gained from our manager and investor relationships to make effective client introductions. Brokers and custodians rarely offer a timely, up-to-the-minute view of this information in machine-readable formats. Instead, investors get nightly PDF reports or implement vendor products, needing constant reconciliation with the custodians’ official information. In contrast, Clear Street is building a unified platform using cloud-native, event-driven, and horizontally scalable technology. From front to back, our system acts as a cohesive whole, consisting of hundreds of microservices that can seamlessly communicate via a library of APIs (application programming interfaces). Just like humans understand each other better when there is a common language, systems communicate more reliably and accurately when both sides use an agreed-upon way to represent information.

Understand risk vs. returns with real-time market risk management and monitoring that provides a comprehensive measure of risk exposure across multiple asset classes around the world. We recognize that professional traders require specialized tools in order to get a potential edge on the market and position themselves to generate alpha. Our technology product suite improves each step of your trade lifecycle by helping you identify trading opportunities, manage risk, maximize margin utilization, track portfolio performance, and manage fees. Our OTD can help clients improve trade execution and maintain client anonymity. It also provides access to Cantor’s premium market research and data tools, as well as competitive commission rates and back-office support. We provide a full suite of financing capabilities across equities and fixed income products, designed to help clients efficiently manage their liquidity and financing needs.

We provide 24-hour global coverage with over 100 experienced professionals located across the US, Europe and Asia. They have extensive practical experience in account management as well as broad operational expertise. Our experts offer in-depth knowledge of financial products, combined with local and global market intelligence, allowing us to service a variety of sophisticated business strategies. Education is critical to the continued growth of alternative mutual funds. Investors, asset managers, hedge fund managers, beneficial owners and plan sponsors need to know the distinct opportunities and challenges these funds present—including evolving compliance, regulatory, legal and investment matters.

We have been serving the professional trading community for more than 30 years. We also provide access to some of the largest lenders in the world to complement our  deep and growing inventory. Work with recognised industry leaders with extensive experience in Prime Services.