Broker Risk Models
Review A-book, B-book, and hybrid approaches in the context of your client flow, liquidity arrangements, and business objectives.
Risk Management
Risk Advisory.
A clear framework for every risk decision.
Define a practical risk framework for your forex brokerage, from A-book and B-book models to exposure limits and operational controls.
Services & Capabilities
Define How You Take Risk
Built Around Your Brokerage
Exposure Limits
Define instrument, account group, and counterparty limits with clear escalation responsibilities.
Operational Risk
Review dealing workflows, reporting, and incident procedures to identify gaps and establish controls.
Liquidity Review
Assess counterparty exposure, liquidity arrangements, and dependencies across your brokerage.
Governance & Escalation
Document who owns each risk decision, when issues must be escalated, and how exceptions are approved.
Risk Reporting
Define the reports and review cadence your management team needs to oversee the agreed framework.
Our Process
From Your Requirements
to Practical Delivery
1
Step 01
Understand Your Brokerage
Review client profiles, trading products, liquidity providers, and existing controls.
2
Step 02
Assess the Gaps
Compare your operating practices with your intended risk appetite and identify priorities.
3
Step 03
Design the Framework
Document limits, routing principles, reporting responsibilities, and escalation procedures.
4
Step 04
Support Adoption
Help your team translate the framework into practical workflows and review routines.
FAQ
Frequently Asked
Questions
Ready to Review Your Risk Framework?
Let's Build Your Next Step.
Discuss your current setup, priorities, and requirements with our team to define the right scope for your brokerage.