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At PB.A, we help hedge funds and asset managers optimize their treasury operations for today’s complex financial landscape.
Tailored solutions designed to optimise treasury strategy, strengthen PB relationships, and ensure operational resilience.
We evaluate your current treasury setup and build scalable, future-ready models. Whether you're launching a new fund or modernizing legacy processes, we provide structure and clarity around people, processes, and technology.
Maximize returns on idle cash, streamline funding across entities, and build a real-time view of global liquidity. We design frameworks and dashboards that enable smarter, faster decision-making.
We help you centralize collateral oversight, optimize usage, and reduce funding costs. From clearinghouses to bilateral counterparties, we’ll help you build processes that are robust, automated, and regulator-friendly.
Strong counterparty relationships are key to effective treasury operations. We help you build strategic partnerships with banks, primes, custodians, and clearing brokers—ensuring the right terms, services, and responsiveness.
Need to select a TMS or improve connectivity with prime brokers and custodians? We’ll guide you through product evaluations, integration strategies, and implementation roadmaps.
We offer a flexible pricing model tailored to your needs — whether that’s a straightforward day rate or an all-in project fee.
Final pricing depends on the complexity of your fund. Key factors include the number of financing counterparties, the types of financing in place, the range of asset classes traded, and the overall complexity of your investment strategy.
Get StartedOptimizing treasury performance and prime brokerage relationships through data-driven insights and benchmarking.
Deep experience across hedge funds and institutional asset managers
Independent, trusted advice tailored to your operating environment
Flexible engagement models — from project-based to fractional support
Practical, hands-on expertise, not just slide decks
I'm a treasury and financing specialist with over a decade of experience helping hedge funds and financial institutions optimise balance sheet usage, funding strategies, and client profitability.
Most recently, I served as an Executive Director at Morgan Stanley (Mar ’23 – May ’25), where I oversaw financial resources — including risk-weighted assets (RWA), liquidity, and balance sheet — for the Structured Credit & Financing business. My work focused on reducing carry costs and developing financing solutions for hedge fund clients.
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