OUR SERVICES

• Multi-asset type capabilities including ETFs, UCITS ETFs, single issuer equities, options, fixed income, and structured notes.
• Utilization of both proprietary and leading third party technology platforms to optimize and scale capacity.
• 70+ market counterparties help support efficient execution by product and market venues.

• Macro-economic research team provides pre-trade color, insight into geo-political environment, and market analysis.
• Intraday trading volume color and analysis.

• High notional, product capacity and full cycle transaction support to better serve all clients.
• Efficient institutional settlement processes for DVP/RVP accounts via dedicated experienced operations team.
• All securities clearance and custody through Pershing, LLC.
• Ability to execute in 20+ countries.

• Leverage our institutional execution capabilities to better serve wealth management clients.
• Coordinated access to robust network and infrastructure.

• Build and manage diversified tailored portfolios as multi and single-asset, including tactical absolute-return strategies designed to seek to deliver attractive risk-adjusted returns consistent with each client’s objectives and risk profile.
• Support clients with the capital allocation of their financial assets, providing access to broad array of investments within an open-architecture platform and striving to align interests.
• Team also supports broker dealer’s sales and trading division, serving as market strategist for institutional clients.

• The Private Markets Group seeks to identify and offer access to managers in the private equity, venture capital, private debt, real estate, infrastructure, and hedge funds to its clients.
• Managers are selected after rigorous due diligence and comparative analyses.
• The Private Markets Group assists clients in incorporating an allocation to alternatives in their investment portfolios.
• In Real Estate, Bulltick offers client advisory services for both clients existing real estate portfolios as well as ad hoc US Real Estate portfolio construction based on clients specific goals and objectives. Additionally the Real Estate Team has Domum, a proprietary Real Estate Fund through which:

• • • • Domum offers qualified investors access to a diversified portfolio of real estate operators and assets.
      • The approach focuses on diversification so that the underlying portfolio spans a broad spectrum of assets, geographies, and strategies. Domum invests in vehicles managed by seasoned operators. Each opportunity undergoes rigorous institutional-grade due diligence.

Some of the firms we have relationships with include:

• Comprehensive life insurance solutions to help clients address protection, wealth-transfer, and wealth-accumulation objectives.
• Access to relationships with more than 20 insurance carriers.
• Tailored insurance strategies for individuals and businesses through an open architecture being members of PartnersFinancial, the life insurance network within NFP. NFP is an AON subsidiary and a leading insurance and wealth service organization.

• Robust platform focused on the consolidation and reporting of wealth data.
• Standardization of data across geographies and custodians.
• Consolidated views across all asset classes.
• Ability to drill into data, exposures and other intelligence on your wealth picture.
• Empowers clients with tools and support needed to efficiently manage all their wealth data on our proprietary technology platform Bulltick360 (bt360).
• developed to assess clients’ comprehensive wealth, offering easy and secure access to portfolio performance, financial and non-financial assets, and customized reporting features.