In Luxembourg, our trading room is particularly active with companies, asset managers and private clients. MarKet Solutions provides you with the expertise of 60 specialists offering services that range from product design, to technical consulting and from execution to monitoring multi-asset market solutions.
THE BORLETTI GROUP RECENTLY SELECTED I-DEAL FOR OUTSOURCING THE FULFILMENT OF ITS ORDERS. CAN YOU GO OVER THE CIRCUMSTANCES SURROUNDING THIS CHANGE?
In an ever-changing, competitive and complex world, asset managers (collective management and management under mandate) must adapt and make strategic choices for the organisation and execution of their transactions. Asset managers are attempting to simplify and optimise these transactions. I-Deal is an integrated service offering which is designed to satisfy this need and is supported by a team of dedicated and experienced experts who are in touch with more than 70 counterparties selected and regularly reviewed according to strict and objective criteria.
WHAT TYPES OF SERVICES ARE SPECIFICALLY OFFERED?
With I-Deal, the Borletti Group benefits from the entire trading value chain with order management, routing and execution tracking, dedicated reporting services (operational, regulatory, client etc.) and middle-office market services. These activities are conducted according to current regulatory obligations, especially the principle of best execution required by the MIFID directive.
WHAT ARE THE ADVANTAGES OF THE I-DEAL SOLUTION AND CAN IT BE USED BY ANY ASSET MANAGER OR FAMILY OFFICE?
For asset managers, this new offer improves efficiency and flexibility, while overcoming the triple challenge of retaining the link between management and the market, controlling and improving execution performance and ensuring optimal management of their investment strategy.
With a dedicated platform and cutting edge technical infrastructure used to ensure optimal execution, I-Deal guarantees high quality service for all its clients, all of whom benefit from a dedicated and customised environment. These services allow managers to rationalise and optimise their trading and reporting process. These services also allow them to improve their execution by reducing operational risks thanks to straight-through-processing “STP”, which allows them to focus on their core business.
This offer is available to managers with around €500 M worth of transactions per year.
IN ADDITION TO THE I-DEAL OFFERING, WHAT MARKET SOLUTIONS DO YOU OFFER ?
We offer private clients direct and customized access to our trading room, under certain conditions: this is the Prime Market Access service.
These clients, who invest dynamically and who are involved, on a daily basis, in their investment decisions, are often looking for tactical information or technical assistance with the execution of their orders for all types of underlying assets. If our clients want to borrow to take advantage of investment opportunities, real time risk monitoring by our specialists makes it possible to optimise the leverage associated with their investment strategies.
THE MARKET SOLUTIONS OFFERED TO CLIENTS BY SGBT APPEAR POWERFUL. WHAT IS YOUR SECRET?
We are in Luxembourg and are one of the most robust and best equipped trading rooms in the country.
All our services are based on a comprehensive range of activities with a wide variety of underlying services that support the client offering:
- the financial product structuring services, for which we are renowned, provided by a team of 15 experts,
- foreign exchange activities and OTC derivatives which offer, among others, innovative solutions for systematic and ad-hoc portfolio hedging.
- a trading desk, underlying the I-Deal offer,
- we use our functional and technological innovation team to project ourselves into the future by using artificial intelligence (IA) especially.
WITH THIS IN MIND, WHAT DO YOU THINK OF THE ARRIVAL OF IA IN YOUR MARKET ACTIVITIES?
We are developing a tool that we use to delve deeper into our knowledge of the market and clients to facilitate decision-making. The programme includes various technologies; it searches for information on companies’ public websites and analyses - based on key words - the feelings about these companies, such as fear, joy, disgust or anger.
In a trading room, operators are constantly seeking information, but it is difficult to predict what will affect the market. This solution will make it possible to detect movements, especially fear, and to send alerts, thus strengthening client relations. Identifying a trend shows that we are capable of organising our data, extracting information from it and shedding new light on it.
Borletti Group est un groupe d'investissement privé fondé en 2005 par Maurizio Borletti et Paolo De Spirt. Avec des bureaux à Londres et au Luxembourg, Boletti Group a une forte expertise dans les secteurs du Luxe et de la Distribution. Il est actif dans le Private Equity, l'Asset Management et l'Immobilier.
Your private banker is at your disposal for additional information concerning the services of the Société Générale Bank & Trust trading room.