Financial Markets Advisory

EagleWealth's Financial Markets Advisory (FMA) provides a differentiated range of advisory services by leveraging the firm’s capital markets, data and risk analytics, technology, and financial modeling capabilities while maintaining stringent information barriers.

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EagleWealth established Financial Markets Advisory (FMA)  to provide dedicated support to family offices, fund managers, and  financial institutions, worldwide. It is created as a distinct business within the company, separate and independent from our traditional asset management business. FMA has since grown to offer a wide range of services for institutions in both the public and private sector. It leverages data and risk analytics, technology, and financial modeling capabilities while maintaining stringent information barriers and other procedures to manage potential conflicts of interest.

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• FMA advises financial institutions, regulators and government entities on their most critical and complex financial issues – from bank stress-testing to unwinding a portfolio of assets to designing and executing bond purchase programs to support the economy. 

• We work with senior management at these organizations, with a focus on their balance sheet and capital markets exposures as well as a wide range of other strategic, regulatory and operational challenges.

• Our professionals work out of all three regions (Americas, EMEA, APAC), allowing FMA to serve clients in all locations and time zones and respond to urgent needs as they arise. For assignments demanding cross-disciplinary expertise, we unite professionals from multiple offices to deliver the most effective team for any client situation.

• FMA provides advisory services from behind an informational barrier, separating it from the firm’s traditional portfolio management activities. This creates a conflict-avoidant environment that further serves to protect client data and proprietary information.