OUR SERVICES

BHC Markets provides a comprehensive suite of brokerage and investment services to eligible investors. All services are delivered within the scope of our FSC licence and in accordance with applicable laws and regulations.

BROKERAGE & EXECUTION

We execute transactions in securities and financial instruments on behalf of our clients, operating as agent or, where appropriate, as riskless principal. Our execution infrastructure connects to established banks and prime brokers, ensuring competitive pricing and reliable settlement.

Key features:

-  Agency execution: Orders routed through banks and prime brokers, executed in the client’s name
- Riskless principal: BHC temporarily books as principal, immediately offsets — zero net market exposure
- Full transparency of fees, commissions, and markups on every trade
- Post-trade reporting including transaction confirmations and contract notes
- Multi-currency support: USD, EUR, GBP
PRIVATE PLACEMENT & DISTRIBUTION

We distribute approved financial products to eligible investors through private placement. This includes sourcing, structuring support, and facilitating subscriptions for alternative and private market investments.
Distribution of pre-approved investment products to professional and institutional clients
Investment subscription agreements and deal summary preparation
Coordination with issuers, fund managers, and structuring partners
Transparent placement fee structures with full disclosure

INVESTMENT ADVISORY

BHC Markets provides market information, investment guidance, and advisory support to clients in connection with their investment activities. Our advisory services are designed to help clients make informed decisions within their stated investment objectives and risk tolerance.

- Market analysis and investment opportunity presentations

- Suitability and appropriateness assessments for each client

- Risk disclosure covering 11 categories of investment risk

- Guidance is informational only — BHC does not provide discretionary management

INVESTMENT ADVISORY

BHC Markets provides market information, investment guidance, and advisory support to clients in connection with their investment activities. Our advisory services are designed to help clients make informed decisions within their stated investment objectives and risk tolerance.

- Market analysis and investment opportunity presentations

- Suitability and appropriateness assessments for each client

- Risk disclosure covering 11 categories of investment risk

- Guidance is informational only — BHC does not provide discretionary management

PORTFOLIO  MANAGEMENT

For clients who have entered into agreed mandates, BHC Markets provides ongoing portfolio management services. This includes monitoring positions, executing transactions in accordance with the mandate, and providing regular reporting on portfolio performance and valuation.
- Execution aligned with agreed client mandates and investment scope

- Regular client statements with cash balances, portfolio holdings, and unfunded commitments

- Portfolio valuation reports using the latest NAV or issuer valuations
Investment performance reporting and transaction history

SETTLEMENT & CUSTODY SUPPORT

BHC Markets manages the full post-trade lifecycle, from settlement instruction preparation through to custodian coordination and reconciliation. We ensure that every trade is properly settled and recorded.

- Settlement instruction preparation and SSI exchange with custodians
- Coordination with custodian banks for asset safekeeping

- Asset transfer and position transfer processing

- Trade reconciliation and status tracking