About Us

Market leading research, unrivalled distribution and execution, market-facing corporate advice

We provide a comprehensive range of investment banking services, including market leading research, unrivaled distribution and execution, market-facing corporate advice. Our experienced team of c.20 professionals is exclusively focused on Investment Companies.

We create in-depth, high quality research on UK listed Investment Companies, providing a valuable insight to inform client investment decisions. We use our powerful distribution to stimulate demand for Investment Companies across a wide range of investors, including private wealth managers, multi-asset and multi-manager funds, family offices, institutions and retail broker platforms. In addition, we provide liquidity through market-making in c.275 funds listed on the London Stock Exchange. 

We have maintained the broad distribution of our Research and Sales service to secondary clients following the implementation of MiFID II. Our research-driven approach focuses on Investment Companies with specialist or differentiated mandates across the spectrum of equity and alternative assets, including quoted and private equity, debt, infrastructure, property and other alternative assets. The value of our service has been recognised by our clients through being voted No.1 for both Research and Sales for Alternative Investment Funds in the 2019 Extel Survey.

We build strong long-term relationships with our clients to help achieve their goals and have raised over £10bn of capital for Investment Companies. Our collaborative approach allows us to provide market-facing corporate advice to our 51 retained Investment Company clients

Investment Banking

The strong, long-term, relationships with our clients that we have built up help us to achieve their goals by providing proactive, market-facing advice. We have raised over £10bn of capital for Investment Companies and advise 51 retained clients.

Investment Banking

Market Making

We make markets in around 275 Investment Companies primarily traded the London Stock Exchange, including all funds in the FTSE 350 Index. We have no.1 ranked market share in >80% of our corporate clients.

Market Making

Research

Our in-depth, high quality research on UK-listed Investment Companies provides a valuable insight to inform client investment decisions. We focus on specialist or differentiated mandates across the spectrum of equity and alternative assets.

Research

Sales

Powerful distribution and execution through our established relationships with a wide range of investors, including private wealth managers, multi-asset and multi-manager funds, family offices, institutions and retail broker platforms, is key.

Sales