Strategic and organisational consulting
BROKTRADING GROUP is a group of companies specialising in strategic consulting, technology and financial R&D. We support small and mid-sized asset managers and brokerage firms in making strategic business decisions, combining industry expertise with practical, results-driven solutions.
“Big companies have small moves, small companies have big moves.”
With over 20 years of experience across the financial industry, our Group supports financial firms in building, developing and scaling their businesses.
We combine industry expertise, strategic insight and an international network to help our clients structure their operations, improve processes and implement effective growth strategies.
Our approach is practical and forward-looking, helping businesses adapt to an evolving financial landscape and make informed strategic decisions.
The Italian parent company BROKTRADING GROUP SRL provides strategic direction and coordination to the controlled companies and brands.
We help financial businesses establish and scale their operations through the right corporate, regulatory and technological framework. Our network provides access to legal and tax advisors, corporate service providers, regulatory solutions and FinTech partners.
We work with management teams to design efficient, scalable and competitive business models. Our focus is on aligning strategy, operations and client offering with the firm’s long-term objectives.
We help financial firms expand beyond their domestic markets and identify the right jurisdictions and opportunities for growth. Our approach combines international reach with a clear focus on profitable market niches.
With over 20 years of experience in the financial industry, our team has built a strong international network of specialized providers. We connect our clients with selected partners across technology, compliance, RegTech, liquidity, marketing and other critical business functions.
We help firms define their value proposition, market positioning and customer strategy. Through data-driven analysis and relevant KPIs, we develop marketing strategies focused on acquisition, retention and Customer Lifetime Value.
We help businesses align technology with their strategic and operational goals. Through Artificial Intelligence automations and efficient IT infrastructure, firms can streamline operations, reduce costs, monitor performance and deliver better products and services to their clients.
4 controlled brands the group operates under, each covering a different part of the same problem.
Consulting
Strategic and organisational consulting for asset managers and brokerage firms: structure, business model, corporate development and market entry.
Licensing
Company formation, licensing and compliance for regulated firms — trading brokerages and investment-management firms — by new application or by acquisition of an entity that already holds a licence.
Technology
Technology and Artificial Intelligence automation for financial firms: process automation, IT infrastructure, and real-time performance monitoring.
Fintech services
White-label software for brokerages: CRM and client onboarding, introducing-broker and partner systems, the client area, and platform integrations.
Director of Investment Management and Financial Advisory at Hogg Capital Investments Ltd, where he also serves as Organisational Supervisor of the BlueInvest Division and as a member of both the Investment Committee and Executive Committee.
He has over 25 years of experience in corporate and financial services across both buy-side and sell-side firms, holding senior positions including Director and Chief Investment Officer. His international career spans Switzerland, the United Kingdom, Cyprus, Malta and Italy.
He is Co-Founder of Broktrading Ltd, a European strategic consulting boutique supporting investment firms, funds, financial institutions, and special purpose vehicles in the structuring and issuance of listed and unlisted securities.
Previously authorised by the Financial Conduct Authority (FCA), he currently holds CySEC Advanced Certification and MFSA qualifications in Portfolio Management and Financial Advice, and is registered as a Financial Adviser with OCF in Italy. He specialised in General Management (International Program) at SDA Bocconi School of Management.
Head of Back Office, Administration and Reporting for the Investment Management and Financial Advisory Online Divisions at Hogg Capital Investments Ltd, with responsibility for the BlueInvest Division.
She has nearly 15 years of experience in financial services, with expertise in operations, administration, regulatory reporting and organisational management across both buy-side and sell-side firms. Throughout her career, she has managed the operational and administrative functions supporting investment management and financial advisory activities.
Her international experience spans Switzerland, the United Kingdom, Cyprus, Malta and Italy. She is also Co-Founder of Broktrading Ltd, a European strategic consulting boutique supporting investment firms, funds, financial institutions and special purpose vehicles. Passionate about Marketing studies, she recently specialized in Social Media Marketing at the SDA Bocconi School of Management.
Hogg Capital Investments Limited · Malta
Arkham Capital · South Africa
Hogg Capital Investments Limited · Malta
South Africa
where the Group operates