Who We Are

The investment industry is undergoing seismic changes. The most ambitious regulatory changes in decades has come at a time when technology is driving transformation at a faster pace.

We are a vastly experienced team that moved away from legacy business models to create something innovative in our industry.

We aspire to provide truly independent, transparent and cost-effective investment research that is aligned with the interests of the end investor in this new environment. Current business models are challenged as transparency, independence and best execution become critical in the new regulatory regime.

Our philosophy is to focus on becoming your trusted partner to help your company adapt and differentiate your business model to benefit from the revolutionary changes in the market in a fast and cost-effective manner.

We aim to create a digital tool of guided architecture which delivers governance, independent research, and bespoke solutions through best execution with no conflicts of interest.

Meet the team

Philip Lindsay

Chairman

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Lead Corporate Governance.

Expert on Governance and Commercial aspects of Fund Research and Advisory Services.

Former Commercial Director at Morningstar Europe and OBSR.

Enrique Pardo

Co-Founder & CEO

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Lead Business Strategy.

Expert on Alternative Investments and Discretionary Management.

Former Global Head of Investment Research at Allfunds Bank.

Pedro Marazuela

Co-Founder & COO

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Lead Technology and Operational Implementation.

Expert on Capital Markets and  Discretionary Management.

Former Managing Director at Ahorro Corporacion Fund Platform.

Katy Gavelas

Co-Founder & Compliance Officer

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Lead Manager Due Diligence & Client Relations.

Alternative & Multiassets Fund Specialist.

Former Fund Analyst at Allfunds Bank.

Chetan Modi

Co-Founder & Managing Director

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Lead Manager Research & Business Development.

Expert on Manager Research & Discretionary Portfolios.

Former Senior Analyst at Allfunds Bank and Analyst & Portfolio Manager at Morningstar.

Concepción Fernández

Head of Risk & Research

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Lead Quantitative Research & Risk Management.

Expert on Portfolio Management and Risk Analytics.

Former Head of Multimanagement at ACG, and Reserves Management at Bank of Spain.

Olga Rosario Galarza

Head of Operations

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Lead  Operational & Digital Transformation.

Expert on Manager Operational Processes.

Former Head of Operational Transformation at BBVA.

Bernardo Rivero de Aguilar

Business Development Director

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Business Development Director.

Expert on Clients Relationships.

Previous Business Development Director at Legg Mason.

Contact us

Please contact us to find out more

+44 (0) 207 998 0500

29 Gloucester Pl
Marylebone
London W1U 8HX