A family office is a privately held company that handles investment management and wealth management for ultra-high-net-worth individuals (HNWI). They differ from traditional wealth management shops as they offer a solution to managing the financial and investment needs of an affluent individual or family. As such, it can be difficult for them to find a broker that has specialised services that suittheir investment needs. In this review, we take a look at EXANTE, a broker that offers services to family offices. Read more below to learn more about what EXANTE offers.
EXANTE is a multi-licensed investment company that offers a single multi-asset and multi-currency solution. The investment firm holds licenses in all locations that it is based in, including the UK, Hong Kong, Malta, and Cyprus. Established in 2011, as of the time of writing, EXANTE holds $2 billion in assetsand has a network of over 1,100 servers all around the world to ensure the lowest latencies for trade execution and safe data transfer.
EXANTE’s all-in-one account allows clients to easily transfer their stocks and bonds to EXANTE’s custody. The brokerage firm also offers highly competitive custody fees. Aside from that, EXANTE’s trading accounts provide direct market access from a single account. There is fast order routing to over 50 global exchanges, with no re-quoting or slippage occurring.
Family offices can also manage multiple sub-accounts for their clients under a single master account. The Multi-account Manager (MAM) module allows managers to allocate deals to an unlimited number of accounts, all with a single click.
Clients can use EXANTE’s trading platform to trade assets without switching between multiple accounts. Traders will be pleased to know that EXANTE offers over 600,000 instruments in over 50 markets worldwide. The investment firm also enables margin trading for all types of assets, with transparent and predictable costs, so clients know exactly what they are getting into.
Clients have the option of leveraging classic and digital assets to gain extra cash. However, this is only available upon a risk review that EXANTE will conduct. Moreover, as an investment firm operating in the EU, EXANTE is required to follow MiFID II regulations. This legislative framework aims to standardise financial practices in the EU andprotect investors and traders. In accordance with the MiFID II requirements, EXANTE separates its assets from its client’s assets and safeguards the latter on segregated accounts in major banks.
How EXANTE stands out
As a professional and experienced brokerage firm, there are a few ways that EXANTE stands out from its industry peers. The first is through its personal approach. EXANTE allocates a dedicated account manager to every single customer. This account manager will guide customers through the trading platform and help with over-the-counter (OTC) deals, as well asany other issues or questions that may arise. EXANTE further encourages personal communication with account managers, including face-to-face meetings across the globe.
EXANTE has a proven track record of delivering bespoke and personalised financial solutions to its clients. The brokerage firm has been on the market since 2011 and has provided direct market access to over 50 global exchanges and dedicated financial services to its global clientele. EXANTE has counterparty partnerships with established global banks and financial institutions, such as ING, Santander, HSBC, and Bank of China.
Direct Market Access
EXANTE provides its clients with direct market access to over 600,000 assets in more than 50 global markets. With EXANTE’s direct market access solution, managers can place orders directly on an exchange and always have them executed at the best possible price. Managers can also see the big picture of market prices through EXANTE’s charts, which can help them make data-driven and informed decisions.
The investment firm has made order routing as easy and straightforward as possible. The first thing is to submit an order through EXANTE’s trading platform. Then, the order is directed to an exchange. If the order ends up being accepted, it is immediately placed and filled at the exchange.
EXANTE provides integration with Microsoft Excel. No programming skills are required. The Excel integration allows managers to access accounts, check quotes, and manage execution right from the familiar software package. With Excel integration, managers can create and apply algorithms of unrestrained complexity, as well as generate custom reports for clients. EXANTE’s Excel integration also leverages the programme’s in-built capabilities to analyse market data, letting managers develop and test pioneering strategies against the real market.
Managers will be pleased to know that EXANTE provides robust customer support for any queries or requests they may have. EXANTE’s customer support team can be easily contacted via email, telephone, chat, or through a 24/7 callback request. Aside from the team being available around the clock, EXANTE also guarantees they will respond within three minutes of receiving the receipt of a request. If a client’s first language is not English, the brokerage firm provides multi-language support for languages including, but not limited to, German, Italian, Portuguese, Spanish, and more.
Overall, EXANTE is a professional broker that provides a secure, transparent, and intuitive trading and client fund management environment. Aside from offering a wide range of instruments to trade with, it also offers specific integrations that family offices can take advantage of. The broker also has a bespoke trading platform that offers direct market access with ultra-fast trade execution and secure data transfers.