Richard Hale
Managing Partner & CEO
27 years in institutional equities; previously head of cash trading at a global bank.
Behind the scenes
The people, process and discipline you don't usually see.
Trust is earned in the details. Here is a look inside the firm — who leads it, how a trading day runs, and the controls that protect every client.
How we work
A day on the desk.
Every client order passes through the same disciplined routine — before, during and after the market.
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06:45
Morning research call
Analysts brief the desk on overnight markets, results and the day's key risks.
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08:30
Pre-market risk check
Risk reviews limits, margin and exposures on every client account before the open.
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09:15
Market open & execution
Sales-traders work client orders with algorithms and block liquidity, monitored in real time.
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15:30
Close & reconciliation
Operations match every trade with exchanges and custodians the same day.
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18:00
Client reporting
Contract notes, portfolio updates and next-day research are sent before clients log off.
Leadership
Experienced. Accountable. Invested alongside you.
Eleanor Price
Chief Investment Officer
Leads research and portfolio strategy; CFA charterholder with 20 years in asset management.
Arjun Mehta
Head of Institutional Sales
Oversees relationships with 300+ institutional clients across asset classes.
Claire Donovan
Chief Risk & Compliance Officer
Former regulator; built the firm's independent risk and surveillance framework.
The engine room
Research, risk and technology.
The research desk
Analysts covering sectors, macro and credit. Their only job is to be right — not to sell.
- Analysts
- 24
- Companies covered
- 180+
- Reports a year
- 1,500
Risk & technology controls
Independent from the front office and reporting directly to the board.
- Pre-trade limit & suitability checks
- Real-time trade surveillance
- Encrypted data & access controls
- Disaster-recovery site, tested quarterly
Our journey
Two decades of steady growth.
We have grown one capability at a time, only when we could do it properly.
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2004
Founded
Established as an independent equity-execution desk with six partners.
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2009
Fixed income desk
Launched government and corporate bond trading for institutions.
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2013
Research division
Built an in-house research team; independent of sales from day one.
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2017
Private wealth
Opened the private-client practice and managed-portfolio services.
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2021
Platform rebuild
Moved to a resilient, low-latency trading and reporting platform.
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2025
Third office
Expanded our regional presence to serve clients closer to home.
Our offices
Close to our clients.
Head Office
[City One]
+1 (212) 555-0142
Regional Office
[City Two]
Level 9, Harbour Tower22 Marina Road
Central Business District
+1 (212) 555-0188
Regional Office
[City Three]
Suite 401, Meridian Court8 Park Avenue West
Business Bay
+1 (212) 555-0199