Our Services

Financial Asset and Liability Valuations

Arlingclose specialises in valuing illiquid assets as well as products that require additional modelling. This is a key service for pension, insurance and institutional funds, that lend on structured or index-linked terms. Our valuations include clear and transparent methodologies compliant with audit requirements.

Investment Advice

Our investment advice covers the majority of traded instruments and markets, and also illiquid private placements and structured products. We advise on the suitability of products and counterparties for each individual client based on strategy, income, and regulatory requirements for all levels of the organisation.

Counterparty Risk Analysis

Arlingclose made its reputation getting big counterparty calls right in the financial crisis and has continued protecting clients from credit events up to the present day. From financial to non-financial, rated to unrated, we analyse and monitor counterparty credit on an individual and portfolio basis, assisting staff in decision-making around the suitability of new and existing investments.

Financial Infrastructure

We assist clients to set up the infrastructure for dealing, such as trading desks and safe custody. Depending on investor requirements, we can engage with and procure intermediaries to facilitate the recommended or preferred investment strategy.

Economic Analysis and Forecasting

Whatever country or specific rate a client is interested in, we can prepare in-house forecasts for economic variables and rates to support investment, funding and debt management strategies.

Liquid Investments

Arlingclose advises clients on short-term liquid investments to optimise income while preserving security and access to cash. Advice covers instruments such as Treasury bill laddering, auctions, secured deposits and other short-dated solutions, tailored to cashflow needs, risk appetite and governance requirements.

"Working with Arlingclose has added significant value to the way we manage treasury and credit risk within our institution. Their support has materially enhanced our efficiency and confidence in decision-making processes.

Arlingclose’s due diligence and timely insights have enabled us to streamline our risk assessment of treasury counterparties. Their approach to credit monitoring and analysis has saved our team considerable time and resource, particularly in navigating times of volatility. We’ve found their independent credit research and counterparty views invaluable in refining our approved lists and in supporting governance discussions.

Their economic analysis and interest rate forecasts are a central reference point in our treasury income budgeting process. The clarity of their economic reasoning and the consistency of their projections have helped us manage rate expectations more accurately, both for planning purposes and for presenting scenarios to senior stakeholders. Arlingclose’s regular updates form an integral part of our ALCO packs and are always well received.

In sourcing new investment opportunities, Arlingclose has been a trusted partner, not only identifying products that match our liquidity and risk requirements but also helping us understand underlying structures.

We greatly value Arlingclose’s ability to synthesise complex information into actionable insights and to engage knowledgeably with both treasury practitioners and senior executives. Their input has strengthened our policy framework, governance processes, and our overall approach to risk and return."