Mark Ralph
Prime brokerage sales
Prime brokerage has long been part of the institutional toolkit, but it’s increasingly relevant for family offices looking to bring more structure, better financing options and greater efficiency in how they access and operate in capital markets.
Many family offices operate in the same markets – and often with similar scale and sophistication – as hedge funds, yet often pay significantly more in fees while receiving a less sophisticated service.
That gap is starting to raise questions with more family offices asking: Should we be doing this differently?
At Marex, we’ve seen a growing number of family offices explore alternative approaches to traditional private banking and wealth management setups, and asking a range of questions along the way.
Importantly, this doesn’t mean abandoning existing relationships. In fact, we often work alongside and in complement to private banks and wealth managers – and count many as clients ourselves.
Whether you’re considering a change or just curious about what’s possible, this short FAQ captures some of the most common conversations I’m having with family offices today. If you’re looking to run a leaner, more connected approach to managing your capital markets exposure, this is a good place to start.
Download the full guide: Prime brokerage: essential insights for the modern family office.
Why should I consider switching to a prime brokerage?
Partnering with a prime brokerage such as Marex can offer several practical benefits:
- Cost efficiency: lower financing costs and reduced fees compared to traditional private banks or wealth managers can lead to cost savings and potentially enhance overall portfolio performance.
- Consolidated services: integrating custody, execution, technology and financing into a single platform simplifies management and reduces the need for multiple, fragmented service providers.
- Enhanced access and technology: access to a far wider range of asset classes and global markets, supported by advanced technology solutions, execution algorithms and data, provides more opportunities to diversify investments and more efficient trading with access to institutional liquidity.
- Personalised service: tailored solutions and dedicated relationship managers to address specific needs and preferences are met with a high-touch service.
- 24/6 trading and execution coverage: extended trading hours and support beyond traditional banking business hours offer greater flexibility in responding to market changes and access to global markets.
- Expertise and insights: prime brokers provide access to capital markets expertise, research, trading and data analysis to support informed investment decisions.
What sort of financing can I expect from Marex on my multi-asset portfolio, and how is it calculated?
Marex takes a tailored, risk-informed approach to financing. Our dedicated risk team carefully assesses your portfolio’s composition, asset types, concentration and liquidity profile to structure financing solutions aligned with the specific characteristics and needs of your portfolio.
We use a portfolio- and rules-based framework, meaning well-diversified, liquid multi-asset portfolios can benefit from net margining – helping to improve capital efficiency.
In addition, existing securities portfolios can be transferred into the prime brokerage and used as collateral to finance further investments, or to support transactions in areas such as real estate, aviation and maritime assets.
Can I monitor all my positions with Marex in one place?
Yes. Our client portal provides a single point of access to manage and monitor your entire portfolio, offering real-time visibility into all your positions traded with Marex, as well as those ‘given-in’ via your chosen counterparties. This technology enhances transparency, streamlines your experience and allows you to view your risk in one place.
Will I have access to a dedicated relationship manager?
Yes, at Marex, personal service is a priority, and we are rated highly for it. We assign dedicated relationship managers to each client who provides direct access to support and assistance tailored to your needs. We carefully manage our client-to-staff ratios to maintain high service standards.
My family office has a limited headcount for trading. Does Marex offer outsourced trading?
Marex provides institutional-calibre multi-asset buy-side trading solutions that allow you to expand, supplement or fully outsource your trading operations.
Our experienced traders work with you to deliver customised solutions across a wide range of asset classes, including equities, fixed income, foreign exchange and derivatives.
You’ll also have access to advanced execution algorithms and institutional liquidity via dark pools and alternative trading venues
Additionally, Marex offers 24/6 trading coverage, giving you access to global markets and support beyond traditional banking hours – allowing you to more effectively manage trades and react to market events.
Can I trade structured products with Marex?
Family office clients also benefit from access to tailored investment solutions via Marex financial products, our specialist division focused on structured products across asset classes and markets.
Where can I get more information on Marex prime services?
Visit Marex online or contact us to discuss your specific needs and how your family office may qualify.
Download the full guide: Prime brokerage: essential insights for the modern family office.
