JonesTrading Prime Services offers hedge fund firms a suite of capabilities that frees managers’ time and energy so they can build their franchises and provide their investors with the institutional grade capabilities that are expected in today’s competitive performance environment.
Andrew Volz, Managing Director, Head of Prime Brokerage Services
Andrew Volz serves as Managing Director, Head of Prime Brokerage Services for JonesTrading based out of the New York office. Prior to JonesTrading, Andrew spent 6 years at Wells Fargo Prime Services, a technology focused Prime Services firm that Wells Fargo acquired in 2012, previously known as Merlin Securities. More >
Broadcort Clearing (a division of Merrill Lynch, Pierce, Fenner & Smith Inc.). A #1 Institutional Clearing Counterparty with over 35 markets supported.
We offer clients a wide variety of financing options including: Regulation T and Portfolio Margin across Equities, Options, and Fixed Income Asset Classes.
JonesTrading Prime Services has integrated the Nirvana reporting platform which consolidates and manages data across multiple asset classes, funds, accounts, traders, prime brokers, and custodians in a single integrated platform. Through Nirvana, we offer cloud based OMS, PMS and risk management and reporting solutions. JonesTrading has partnered with and integrated top-tier execution management systems to offer our clients for their execution management and market data needs.
By design, our client service model is lean, with fewer points of contact but with the coverage that clients expect. Clients gain rapid and efficient reporting and operational support. To enhance service, each client has a unique JonesTrading email group that includes all of the key personnel servicing the account. We support our clients through the entire trade – including integration to your OMS/EMS, allocation to sub-accounts, assistance with breaks, and other middle offi ce functions. We also offer fully customizable commission management services.
We take a refreshingly unique approach to Capital Introduction by focusing on the types of investors who have the resources and mandates to allocate to new/emerging managers, as well as more established funds. We help our clients by introducing investors focused on their fund’s particular stage and strategy.
Andrew Volz, of JonesTrading, discusses the way in which his firm guides clients and helps optimise their business.
Guiding Throughout Transition
For clients who prefer to work their own low-touch orders, we offer RealTick and Market Trader along with full integration into all major OMS providers.
*Source: The TABB Group’s August 2016 Report “U.S. Institutional Equity Trading 2016: Part 3 Broker Relationships in an Era of Full Disclosure