Institutional cash management clients

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Services

•  PCA works with Corporations, Hedge Funds, Alternative Asset Managers, Family Offices, Foundations & Endowments, and Public Sector entities . 
• Utilize our substantial global experience & knowledge to manage cash more effectively. We help organizations to optimize liquidity, assess short-term investment options and receive a higher return on its treasury portfolio.
• We structure bespoke and collaborative solutions that best suit a client’s requirements. This leads to an increase in cash & liquidity management efficiency and flexibility, and helps the organization achieve both short-term & long-term goals.
•  We deliver complex solutions across multiple currencies, products, jurisdictions and counterparties. 
• We conduct value-added service analyses, including investment policy & procedure evaluations, short-term portfolio composition assessments, bank/counter-party relationship management reviews and treasury best practices . 
• As an independent financial services advisor, PCA partners with industry leading companies to provide access to a broad-based and comprehensive set of products and services, so you get what is best for your organization.

Structure

• All cash balances remain in existing accounts; enhance cash management utilizing the current options available.
• Ability to continue utilizing current industry partners & services “as is” or expand relationships/product set as needed.
• PCA has partnerships with banks, custodians, prime brokers, broker-dealers, asset managers, wealth managers, investment platforms/portals & financial technology providers to offer clients a broad-based and comprehensive set of options. 
• Anything that can be automated will be in the future, so start now with streamlining operational procedures.

 Business Consulting Services

•  PCA works with banks, non-bank financial institutions, asset managers, wealth managers, investment portals/platforms & financial technology providers 
• Leveraging our depth of industry experience & expertise, as well as our extensive network, PCA can assist with overall business strategy, product development, client engagement, external partnerships & collateral/marketing segments of the business. 
• We conduct value-added service analyses, including reviews of products & services, marketing materials, jurisdictional assessments and market/competitor evaluations.
• Take advantage of PCA capabilities to assist with planning, prioritizing, problem solving and delivering.

 Value Add Proposition  

•  As an independent contractor, our expertise allows us to contribute immediately and add significant strategic value. 
• Flexibility to use our skills and knowledge as needed, as not tied to a specific role. 
• Enhance tactical thinking and provide product development, marketing & client engagement guidance to help meet all the needs of your clients.
• Utilize market intelligence to define “core” versus “strategic” products & services.
• Improve strategic positioning where needed / possible and work to eliminate “gaps” vs other providers if required
• Ability to lead or contribute as a team member, as required. 
• PCA clients don’t have to divert existing resources or hire a FTE, as we work as an independent contractor (“1099 employee”). This unique set-up allows clients to gain a cash management expert without increasing headcount.