Forward Features Calendar

Prime brokers

Brian Petitt, BTIG

BTIG Prime Brokerage expands unit dedicated to family offices

BTIG is expanding its Prime Brokerage platform with a dedicated effort to service family offices. In a newly-created role, Concetta Mastrangelo, Senior Vice President, BTIG Prime Brokerage, will lead the enhanced family offices effort. Family offices have become a fast-growing

Handshake

INTL FCStone acquires outsourced trading firm Fillmore Advisors

INTL FCStone has executed a sale and purchase agreement to acquire outsourced trading firm Fillmore Advisors.  This news follows-on from the announcement that INTL launched a Prime Brokerage division in April of this year – with Fillmore Advisors now becoming

James Williams, Hedgeweek

Behind the scenes at Invast Global

Interview with James Alexander & Nick Briscoe – Invast Global is a premium, multi-asset prime services brokerage serving the needs of hedge funds, retail brokerages, high frequency trading firms and sophisticated clients. The company provides access to industry-leading OTC FX and

Sean Trager, Wedbush Prime Brokerage

Enabling emerging managers

Wedbush Securities was founded in 1955 and is one of the largest providers of small and midcap equity research in the US. Three years ago, Sean Trager (pictured) set up the prime brokerage division within Wedbush Securities to cater specifically

James Alexander, Aravis Capital

Offering flexible, tailored liquidity management

One aspect of the prime brokerage model that is emerging in parallel with technology advancement is greater agility and responsiveness to clients' needs. At traditional bank-owned prime brokers, regulatory reform is weighing on them and creating a degree of inertia,

Jeremy Lees, Linear Investments

The allure of the boutique prime broker

"There is a clear message coming out of the marketplace that we are responding to. The smaller and medium-sized managers are being squeezed out of the tier one primes and have nowhere to go," states Jerry Lees, Chairman of Linear

Concept Capital, Jack Seibald

Optimising outsourced solutions

The notion of what it means to be a prime broker is changing. Hedge funders are looking for solutions that go beyond the usual services such as trade execution and clearing, capital introduction, securities lending and margin finance. These solutions

James Williams, Hedgeweek

Adapting PB model to support millennial hedge fund managers

The prime brokerage landscape is changing. The largest names still dominate in terms of market share, with Goldman Sachs and Morgan Stanley at the vanguard. But in a year when the established order has been overturned – think Brexit and

William Capuzzi, Apex Clearing

Reimagining PB for the 21st Century

Apex is a proven leader in the clearing space and, having built a suite of sophisticated technology solutions over the years, has become the 'go-to' clearing firm for fintech firms. Indeed, it is currently the Custodian-of-Choice for tech-savvy firms like

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08 October, 2026 – 5:00 pm

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