Securities Finance

Rule Financial has been active in Securities Finance since 1997, offering a full range of advisory and development services covering every aspect of this key function within the Finance Sector.

Now the City of London’s largest Securities Finance consultancy, we are steadily advancing the business in North America with an expanding portfolio of clients in New York and Toronto.

Our teams on both sides of the Atlantic include project managers, business analysts, architects, developers and application support and testing professionals, all of them expertly qualified to enhance your Securities Finance operation.

At Rule Financial we create project teams from our business, technical and testing groups specifically tailored to the needs of the client.

Our skills and flexibility are intended to enable clients to achieve their objectives as quickly and effectively as possible. Rule’s people come from trading, middle office, operations and IT backgrounds, with a range of experience covering:

Prime Brokerage / Prime Services

Securities Lending

Repo

Synthetic Financing and Hedging

Firm Financing

Liquidity / Cash Management

Collateral Management and Tri-Party

Agency Lending

Risk; Finance; Operations

Our range of professional services include the following:

• Business consulting: Change, Logical Architecture, Roadmapping and Booking Models
• Product selection and implementation including running RFI and RFP processes and gap analysis
• System integrations, migrations and data-conversions
• System development, technical skills and experience in use of vendor product tools
• Innovative product development: Total Tri-Party, and Eurex Interface for CCP
• Architecture and design: Rule is highly experienced in designing future state architectures for Tier 1 investment banks, for both equity and fixed income businesses
• Package implementation and integration: We have many years of experience in post-implementation support and managed services
• Testing programmes: Created and applied by high quality people with significant test expertise and extensive securities finance domain experience