Team

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Head Of TeamJonathan Hopper

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HR ConsultantOliver Canning

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Independent Financial AdvisorMark David Evans

markevans@dealingroom.uk

Fundamental & Market Research

Mark is part of investment team looking for unexplored hypotheses and differentiated investment ideas. To find them, they ask hard-hitting questions, collaborating with industry experts, data scientists, and business management teams.
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Independent Financial AdvisorRobert Derek Winter

robertwinter@dealingroom.uk

Portfolio Construction

Robert is passionate about building strong, long term relationships with his clients in order to understand their financial aspirations and needs, With an ever changing environment and changing client circumstances, Robert believes that it is essential to write bespoke financial plans that he then proactively reviews on a regular basis.
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Independent Financial AdvisorAnthony Robert Hamilton

anthonyhamilton@dealingroom.uk

Analyst/Desk Strategist

Anthony is well equipped to help his clients first identify and then help realise their key financial objectives.
He takes great satisfaction from finding the right, individual solution for every one of his clients. His advice is not only well thought out, but delivered in a manner tailored to each of his clients’ preferences.
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Business ConsultantJohn Barlow

johnbarlow@dealingroom.uk

Risk Management

There are lots of types of investment risks, These risks can easily be managed through diversification.
Broader portfolio risks can affect the entire portfolio. Managing these risks requires more creative diversification and other strategies, The greatest risk facing any portfolio is market risk. This is also known as systematic risk.
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Independent Financial AdvisorStuart Curtis

stuartcurtis@dealingroom.uk

Data Evaluation

New datasets allow new ways of tackling a problem. We seek out new data relentlessly, so that our quants can explore it, determine its value and generate insights.
He has a strong work ethic with clever solutions that make the process seamless.
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Global Quantitative StrategiesSteven Greenwood

stevengreenwood@financialbroker.org.uk

Best-in-Class Platform

Agile teams of quantitative researchers, engineers and traders develop and apply advanced statistical and quantitative modeling techniques to identify and act on investment opportunities. We develop and deploy these strategies on our leading-edge systems.
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Independent Financial AdvisorAaron Robinson

aaronrobinson@dealingroom.uk

Research & Analysis

Aaron works closely with his clients, to create a bespoke, structured wealth management plan and develop investment strategies to help achieve their financial goals and provide financial security. Ian’s typical clients include city professionals executives and partners of accountancy and law firms.
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Independent Financial AdvisorChristian Bonato

christianbonato@dealingroom.uk

Global Fixed Income & Macro

Christian believes that building trust and establishing long term relationships is key when developing financial solutions for clients. He is passionate about helping clients manage their finances efficiently and creates bespoke plans to each individuals specific needs. Christian believes client reviews are crucial to making sure that no stone is left unturned and client goals are always being worked on.