We work with clients to minimize loss and maximize gain.

Expertise in financial products

PFE offers many years of experience in capital markets and traded products. We have traded the range from cash products to highly structured OTC products with transactions documented both under ISDA standards and custom documentation.

We are wrapping neutral, familiar with stand-alone derivatives, structured notes and deposits, and insurance contracts. We understand the application of special purpose entities including companies, partnerships and trusts.

Our expertise extends across credit and equity, interest rates and foreign exchange, commodities, longevity/mortality risks and the use of capital market products in tax structures.

Outside our areas of expert focus we would be happy to refer other experts, for example, in standard exchange traded futures and options; vanilla equity and money market trading; US municipal bonds and long equity portfolio management.

Our expertise - at a glance