Unlock Capital. Boost Returns.
Structured solutions that eliminate drag, optimise capital, and boost portfolio returns.
About our offers
Tailored to your pain points – not one-size-fits-all.
Every client is different.
Some face inefficient hedges that bleed quietly over time. Others are slowed by governance bottlenecks, idle collateral, or trapped capital. Many struggle with performance drag and missed return opportunities.
Our approach:
- Target the pain points that drain returns
- Optimise capital efficiency and portfolio resilience
- No irrelevant detail, no noise, only what matters
- Offers shaped directly by client need
Think of Para Bellum Advisors as your Portfolio Surgeon™ – diagnosing where capital is being trapped, applying precision fixes, and restoring portfolio performance.
How it works:
- Review the Offers → skim the Engagement Pathways and note which offer seems most relevant.
- Book a Diagnostic Call → complete a short pre-qualifying questionnaire.
- Tailored Prep → we prepare relevant material, an Offer Walkthrough Deck, and a prep checklist.
- Diagnostic Session → a focused 60-minute call to surface the real issues and map practical next steps.
No generic decks. You only receive material relevant to your situation, based on your inputs and refined during the call.
The first step is simple – review the offers and book your Strategy Call.
Trusted Across Global Markets
We’ve delivered outcomes for insurers, pension funds, hedge funds, investment banks, asset managers, and family offices across Asia, Europe, and Australia.
From lean teams to large institutions, we bring 30 years of structuring and trading expertise–delivered with precision, discretion, and results.
Insurers
Capital optimisation, hedge rebuilds, liquidity release
Pension Funds
- Portable alpha,
- liability-aligned overlays,
- execution redesign
Hedge Funds
Tail-risk hedging, tactical overlays, derivative structuring
Investment Banks
Balance sheet optimisation, client risk distribution, bespoke structuring
Asset Managers
Governance-ready hedges, capital efficiency audits, portable alpha.
Family Offices
FX frameworks, yield structuring, institutional-grade overlays without overhead
Trusted Results, Delivered Discreetly.
We don’t publish client logos or testimonials. Institutions trust us because of our discretion and the outcomes we deliver.
USD 7 bn derivatives transition
Transitioned a USD 7BN derivatives portfolio for a life insurer, enabling direct dealer access and cutting execution costs.
Custom FX overlay
Designed a multi-currency hedge for a family office, reducing drag and improving liquidity.
20-year infra investment de-risked
Delivered FX, rates, and equity overlays to protect an asset manager’s EM energy project over its full lifecycle.
USD 150 m funding cost reduction
Structured a collateral swap program for a Pan-Asian insurer, freeing reinvestment capital.
Institutional structuring without overhead
Advised a first-gen family office on yield strategies, embedding institutional-grade structuring without a full-time desk.
+150 bps net uplift
Implemented portable alpha overlays for an Australian super fund, boosting returns while staying governance-aligned.
More anonymised case outcomes are available in our Client Results archive.
Engagement Pathways
Our offers are structured into five pathways to make it clear where each solution fits.
Every institution’s pain points are different, so you can engage at the level that matters most to you.
Entry Point
Start with clarity.
A fast, targeted review to surface inefficiencies and quick wins.
Core Pain Killers
Fix the biggest drags.
Direct solutions to rebuild outdated hedges and unlock trapped capital.
Enhancements
Sharpen your edge.
Governance frameworks and crisis playbooks that cut delays and strengthen resilience.
Strategic Advantage
Push beyond the basics.
From alpha overlays to retained structuring, build lasting capability and portfolio uplift.
Bespoke Advisory
Solve the complex.
Tailored, one-off solutions for challenges that don’t fit a box.
Our Offers
A clear framework to eliminate drag, unlock capital, and boost returns.
These offers are built from client feedback and their most common pain points – inefficient hedges, trapped collateral, governance bottlenecks, performance drag, and the need for retained structuring capability.
They are not rigid products. They’re designed as starting points for engagement, giving us a practical way to frame the issues before we dig deeper in the Strategy Call.
Each pathway is designed with the precision of a Portfolio Surgeon™ – targeted interventions that cut drag and unlock capital.
The rationale is simple: we cut the noise. You don’t need pages of irrelevant material. You need a direct pathway to the solutions that matter. That’s what this framework delivers.
Our Offers in Detail
No theory, no padding – just the detailed frameworks we use to fix the real issues in institutional portfolios.
Entry
Pinpoint hidden inefficiencies and identify quick wins that set the foundation for stronger performance.
Rapid Diagnostic™
Pinpoint inefficiencies fast.
A fast, targeted review of your current hedges, capital usage, and governance processes. We pinpoint where value is being lost and surface quick wins you can act on immediately. Designed to give investment teams clarity on what’s really holding performance back and a clear map of what to fix first.
Core Pain Killers
Remove the biggest sources of capital drag with rebuilt hedges and streamlined liquidity use.
Hedge Rebuild™
Outdated hedge overlays can quietly drain returns.
We rebuild your hedge framework so it delivers cost efficiency, capital relief, and sharper execution – without compromising risk coverage. The result: leaner hedges that protect your portfolio while freeing capital for better uses.
Capital Drag Audit™
Release trapped capital.
Collateral and liquidity inefficiencies are silent killers of performance. Our audit identifies where cash, margin, or collateral are being wasted and redesigns structures to release idle capital. The outcome: stronger capital efficiency, more flexibility, and better overall returns.
Enhancements
Strengthen governance and crisis response so decisions are faster, cleaner, and board ready.
Crisis Playbook™
Move fast under pressure.
When markets turn hostile, slow decisions cost real money. The Crisis Playbook arms your investment office with predefined strategies and execution templates. So when the pressure hits, you move fast, with clarity and control – not hesitation.
Governance Pack™
Accelerate decisions.
Board and IC bottlenecks delay decisions and create missed opportunities. Our Governance Pack delivers decision-ready templates, oversight frameworks, and reporting packs that accelerate approvals without cutting corners. Confidence for boards, speed for managers
Strategic Advantage
Layer on alpha and structuring capability that scales with your portfolio and unlocks new return streams.
Alpha Overlay Engine™
Put beta to work.
Your beta exposures don’t have to sit idle. We overlay targeted alpha sleeves on top of equity or fixed income benchmarks, generating uncorrelated returns without disrupting your core allocations. A proven way to lift portfolio resilience and long-term ROA/ROE.
Structuring-as-a Service™
Embed structuring capability.
Get the benefits of an in-house structuring desk – without hiring full-time staff. Structuring-as-a-Service™ embeds institutional-grade design, execution, and governance into your portfolio management process. Flexible, retained, and built to scale with your needs.
Bespoke Advisory
For challenges that don’t fit a template – precision structuring, tailored platforms, and custom solutions.
Tailored Solutions
For challenges that don’t fit a box.
Whether it’s structuring a complex derivative, building an internal platform, or designing a multi-asset solution, Para Bellum delivers bespoke advisory tailored to your exact needs.
The Cost of Inaction
Trapped Capital
Idle collateral, blocked liquidity, and lower returns.
Performance drag
Outdated hedges and inefficient structures erode basis points daily.
Governance delays
Slow decisions cost opportunities, compounding long-term.
Every month of delay compounds lost returns.
Institutions that act decisively unlock capital sooner and position stronger.
Book a Diagnostic Call
If you want the real detail, you’ll need to book a Diagnostic Call. We don’t hand out decks until we know what problem we’re solving. This is a focused session to surface the real issues, cut the noise, and map a clear path forward for your portfolio.
Ignore these issues and capital stays trapped, performance continues to drag, and risks go unaddressed.
Para Bellum Advisors – The Portfolio Surgeon™ for institutional portfolios.
Prefer to start with email?
For discreet enquiries or to request anonymised case outcomes, you can reach us directly by email. No calendar booking required.