Exante’s Family Offices service – a guide

A family office is a private wealth management advisory firm that serves ultra-high-net-worth investors, and they provide a range of services, such as investment management and financial planning. For those looking for a worthy investment firm that will operate with a personalised approach and discretion, check out Exante.

What is Exante?

Exante is a global trading platform for professional traders. They are based in Europe and have locations in strategic regions including London, Cyprus, Malta, and Hong Kong, in which they have obtained the licensing from local financial regulators to operate. Founded in 2011 by Anatoly Knyazev, Alexey Kirienko, and Gatis Eglitis, Exante provides trading services for over 600,000 instruments in over 50 markets globally. Their product list includes stocks and ETFs, currencies, commodities, futures, bonds, funds, and options in the US, EU, and Asian markets from one multi-currency account.

For professional and high net-worth investors, Exante offers new asset classes and does private equity deals. Family office clients can also ensure utmost protection of their assets, as well as the support of front and back offices for fast operations and reporting of their investment performance.

Exante’s Family Office account – an overview

Offering an overview of Exante’s Family Office account features, we can say that it has highly competitive custody fees and it prides itself on its convenience when it comes to asset transfer. There is also fast routing across more than 50 global exchanges with no re-quoting and slippage, thanks to its ultra-low latency and fast execution of trades.

Exante offers a must-have, multi-account structure for client managers. This means you can manage multiple sub-accounts for your clients as a wealth manager under one single master account, and the multi-account manager (MAM) module allows you to allocate deals to an unlimited number of accounts under your supervision, with one single click.

No doubt, Exante offers asset segregation in accordance with the MiFID II, as it is an EU-based investment firm. This means all client assets are separated from the firm’s own funds, and funds are safeguarded in segregated accounts in major banks.

Bond Screener

When it comes to investing in bonds, Exante provides a Bond Screener tool for traders who want to pick up the best deals from their extensive listing. Users with a family office account can access high-yield private placement bonds, margin trading, and hedging. They can also receive the services of a dedicated manager to manage their portfolio.

There is a broad selection of bonds offered by Exante, including top-tier US Corporate and Government bonds, European Corporate and Government bonds, Euronext bonds, and bonds from Emerging Markets in APAC, CIS, and EMEA. If traders want to invest in Exotics, they can also do so by filing a direct request.

Finally, Exante offers asset-based lending. This means they perform individual risk assessments for all their traders, and they provide financing equivalent to an open-date repo with variable interests for borrowed cash. This tailored service ensures you get the best one possible.

Technological Integrations

As a technology-driven investment firm, Exante offers easy Excel integration for their manager clients who wish to centralise their trading systems and processes and access accounts, check quotes, and manage execution right from Excel. They emphasise that no programming skills are required for those who wish to streamline their trading experience.

Managers with Exante can create and apply algorithms regardless of complexity, and they can generate custom reports for their clients. They can also leverage Excel’s capabilities to analyse market data, using formulae that are built into the Microsoft package. Finally, they can test and pioneer strategies against the real market so they can continually level-up their trading skills.

More features of working with Exante

There are a few more features of managing your clients or your high-net-worth investment portfolio with Exante.

Dedicated account manager

One of the first advantages is that they allocate a dedicated account manager to every customer. This manager will guide you through the platform, help you with OTC deals and trades, and deal with any issues as they arise. This level of personal communication is hard to come by when it comes to working with large, international firms, but Exante encourages it by even including face-to-face meetings across the globe when possible.

Proven track record

Exante also has a proven track record since they arrived on the market since 2011 of providing direct market access to 50+ global exchanges. They provide dedicated financial services and have a portfolio of high-profile clients, including banks and financial companies globally, private investors, and wealth managers from different backgrounds.

Direct market access

Finally, the last feature and advantage of working with Exante is their Direct Market Access (DMA) to over 600,000 instruments with a DMA solution. This allows investors to place orders directly on the exchange and always have them executed at the best possible price. They can route their orders directly to exchanges to be placed and filled. Having DMA also allows traders to see the big picture of market prices and make data-driven and informed decisions.

Final words

Traders of all types should ensure that they understand the markets are unpredictable and trading carries risk. Therefore, they should seek to always make informed decisions before they open positions. When in doubt, it is always a good idea to consult a financial professional.