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Bespoke Solutions

We work with Britain's leading multi-asset investors to create derivative-based solutions to improve portfolio returns.

Pursuing specific portfolio objectives

Our team of specialists have structured over £22 billion of derivatives for clients over the past 15 years.

Our approach enables multi-asset investors to solve specific problems with defined risk and return characteristics whilst harnessing the emerging opportunities the team works to actively identify.


We collaborate and educate investors to provide the tools they need to enhance portfolio outcomes, providing support throughout the lifecycle of holdings. 

The solutions we offer


Equity-linked investments have been at the heart of our client solutions since the company began. 

Usually linked to the performance of major equity indices, these derivative investments offer highly customisable risk-return objectives and are typically used to deliver outcomes such as fixed or enhanced returns or income at defined levels of risk and reward.


As derivative specialists, we have a deep understanding of volatility, both actual and future, across a variety of asset classes. It is an integral part of what we do every day.

This allows us to build strategies for our clients that are designed to mitigate risk in their portfolio or funds by creating and shaping specific hedged positions across currency, duration and equity markets. We also use hedging strategies in the Atlantic House Balanced Return Fund.


Access or "Delta-1" investments aim to provide investors with exposure to asset classes they otherwise find difficult to access, as well as offering structuring solutions to logistical challenges investors face. Examples would include short-mid term Dividend Trackers, IPD Property Index and client specific Stock Baskets which can be traded in Note form more efficiently than the stocks held directly.

We also use some Delta-1 strategies in the Atlantic House Balanced Return Fund.


While mutual funds offer a convenient solution for many investors, shrinking resources, complex regulations and ever-changing markets are creating a demand for outsourced investment solutions. Our collaborative approach is focused on understanding the unique challenges, beliefs and goals of our clients and building innovative, flexible and bespoke investment solutions tailored to deliver to their precise outcomes.​

Our experience of building separate accounts and investment mandates means we can offer insights and advice to meet your specific return objectives, risk tolerances and liquidity requirements. All of which is supported by bespoke and transparent reporting and servicing. 

Fixed Income

Our fixed income solutions give investors the potential to shape investment returns, duration and credit risk to meet their needs, while providing liquidity and access to companies and indices that might otherwise be difficult to trade. 

Our offering is centred around the provision of credit-linked-notes (CLNs) but also includes trades linked to CMS and Bond Re-Packs.

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