Securities & Derivatives Advisory and Trading
We help family offices, wealth firms, and corporates deliver institutional-grade market access, risk analytics and hedge management advice.
Services
PH2 supports a select group of clients across family offices, corporates and wealth platforms - providing institutional-grade trading execution, derivatives structuring and portfolio risk insight.
Execution Advisory
Delivering high yield strategies for CIOs, family offices, and boutique managers.
Portfolio overlays, credit, and short-option, non linear, risk management.
Delegated Trading
PH2 manages live mandates under agreed strategies, executing on behalf of UHNW or institutional clients.
Hedge Advisory
Portfolio and risk valuation - identifying and managing instantaneous and gap risk.
Corporate liability hedging, financials and private equity portfolio companies.
Litigation advisory for Counsel.
Sample Current Mandates
1
Execution Advisory
Working with FCS Capital Markets to launch AMCs into global markets - securitising bankable and non-bankable assets.
2
Delegated Trading
Executing a €300mln SICAV, focused on liquid fixed income, equities and convertibles.
3
Hedge Advisory
Advisory for a European corporate: SPV structuring analysis and interest rate swap overlay for liability management.
Get the PH2 Deck or book a 20-minute introductory call:
45 Albemarle Street
London
W1S 4JL
+44 20 7362 1720