Atlantic Equities is a US equity brokerage firm based in London servicing European institutional investors.

Our Approach

Approach

Formed in 2003 by an established team from Cazenove, one of the most respected investment banks in the UK, Atlantic Equities conducts and publishes fundamental, bottom up research on mid and large cap US companies.

Atlantic provide order execution through a wide range of DMA products and algorithmic trading suites.

Highly-experienced analysts and salespeople who are in the same time zone as our European client base, enabling superior access and collaborative relationships.

A focus on actionable investment ideas that will enhance our clients' investment returns.

Close relationships with senior US management as exemplified by our outstanding programme of non-deal roadshows.

A London-based sales trading team covering US market hours, executing customer orders across a wide range of trading venues.

Corporate & Roadshows

Each year, Atlantic Equities organises European roadshows and investor meetings for over 100 US companies, introducing senior management to the key institutions that we know and speak with on a daily basis.

Our overwhelming priority is to put management teams in front of the right investors, either current or potential. We achieve this using our local knowledge of what European investors own and where their interests lie. Prior to investor meetings, we provide management with in-depth briefing notes and, afterwards, we compile timely, detailed and frank feedback. If you are an IRO or member of management at a US corporation then we would be delighted to have a “no obligations” discussion regarding the most effective means of targeting European investors. Please contact Lisa Traeger, our Corporate Relationship Officer, on +44 (0) 20 7382 2937 or email roadshows@atlantic-equities.com for more information.

 

Our People

Barry MacCarthy

Research  – Oil & Gas

Barry has covered large cap oil and gas companies for 15 years. He joined Atlantic in 2012 to cover US stocks and prior to that was at RBS and Paribas/Exane where he co-covered European large cap oil and gas companies. Barry started his career at Conoco as a graduate geologist within the exploration group. He obtained a PhD in Geology from Trinity College, Dublin.

Chris Hickey CFA

Research – Software & Services

Chris is a founding partner of Atlantic and has covered the US software and services sector since 2000. He previously worked for Andersen as a management consultant. Chris has a first class MSci in Mathematics from Imperial College, London, and obtained the CFA qualification in 2003.

Colin Isaac

Research – Chemicals

Colin joined Atlantic in 2009 and covers agriculture and chemicals. He spent six years as Head of Chemicals research at JP Morgan in London and before that held the same position at Donaldson, Lufkin and Jenrette. He has also worked as a fund manager at Healthcor. Colin holds a B.Com from Edinburgh University.

Daniela Nedialkova CFA

Research – Retail

Daniela has covered the US retail sector at Atlantic since 2005. She previously worked in finance at US specialty retailer Limited Brands and in investment banking at Salomon Smith Barney. Daniela holds a BSc in Foreign Service from Georgetown University and an MBA from Harvard Business School.

Hamilton Faber

Research – Media

Hamilton is a founding partner of Atlantic. He has covered the US media sector since 1995, initially at Cazenove and now at Atlantic. He qualified as a Chartered Accountant at Coopers and Lybrand and holds an MA in organic chemistry from Cambridge University.

James Cordwell

Research – Internet

James joined Atlantic in 2007 to cover stocks with a digital theme. Previously he spent six years working in Corporate Finance at the BBC and gained three years experience as a strategy consultant. He holds a first class MA in Mathematics from Cambridge University.

John Heagerty

Research – Financials

John has over 15 years experience covering financial stocks. He joined Atlantic in 2013, having previously covered Australian insurance and diversified financial companies at Credit Suisse and RBS in Sydney. He gained an MA from Edinburgh University in French & Business Studies in 1997.

Kunaal Malde

Research – Software & Services

Kunaal joined Atlantic’s software and services research team in 2016. He previously worked for KPMG as an advisor to UK investor relations organisations. Kunaal graduated from Imperial College London with a first class degree in Mathematics in 2012 and has passed all levels of the CFA and CIMA examinations.

Nadja Heini

Research – Financials

Nadja joined Atlantic in 2017 from Accenture where she was a capital markets consultant. Prior to that she spent nearly five years at Zuercher Kantonalbank as a global banks and insurance analyst. She is a Chartered Financial Analyst and has a Master’s degree in Business and Economics from the University of Basel. Nadja is a Swiss citizen and speaks German, English and French.

Lindsay Bettiol

Research – Transportation

Lindsay joined Atlantic in 2015 to cover US transport stocks. He joined from Commonwealth Bank of Australia where he was the associate analyst covering Gaming, Media and Telecommunications. Prior to that he held positions in business and corporate banking at CBA. Lindsay holds a first class honours degree from Swinburne University of Technology, Melbourne, Australia where he read Finance and Economics.

Richard Radbourne

Research Industrials

Richard has over 20 years experience covering the US industrials sector. He started in equity research in 1991 at Cazenove, initially covering the US retail sector before moving on to capital goods. He holds a BSc in Mathematics from London Guildhall University.

Sam Hudson CFA

Research – Retail

Sam joined Atlantic in 2011 after graduating from Nottingham University with a first class degree in Economics & Econometrics and an MA with Distinction in Finance & Investment. He covers consumer cyclical companies. Sam completed his CFA in 2014.

Steve Chesney

Research – Pharmaceuticals & Biotech

Steve joined Atlantic in 2015 from Goldman Sachs where he spent six years covering first Japanese, then European pharma stocks. Prior to that he worked for UBS in Tokyo covering the Japanese healthcare sector. He also worked in oncology drug development at Berlex Biosciences for four years. He holds an MA in International Economics, Finance and Japan Studies from Johns Hopkins School of Advanced International Studies and a BA in Molecular & Cell Biology from University of California, Berkeley.

Fredi Keller

Sales

Fredi joined Atlantic in 2017. Before then he spent 10 years as head of US equity sales into Switzerland at UBS. He started his career at Union Bank in 1994 before stints in US sales at Bear Stearns and Paine Webber that eventually took him to UBS in 2001. He is based in Geneva.

Jasper Boersma

Sales

Jasper joined Atlantic in 2017 from Barclays where he spent nine years as Head of US Distribution into Europe. He previously held positions at JP Morgan and Merrill Lynch, heading global sales into Benelux, Scandinavia and the UK and covering US equities from New York. He holds a bachelor’s degree in Business Administration and Management from Nyenrode Business University in the Netherlands.

Christopher Middleton

Chief Executive, Sales

Christopher is Chief Executive and a founder partner of Atlantic Equities. He started his career in US equities at Cazenove in 1986 and spent six years as a research analyst before transferring to research sales in the early 1990s. He was appointed Head of US Equities in 2000 and served on Cazenove’s Global Equities Board.

Adam Ross

Sales

Adam joined Atlantic in 2014 having graduated from the University of Exeter in 2013 with a degree in Economics.

Edward Lewis

Sales

Edward has worked at Atlantic Equities since its inception in 2003. Prior to joining Cazenove in 2000 he worked for four years as a cricket statistician at Sky Sports. He holds an MA in Classics from Oxford University.

Gaia Dean

Sales

Gaia joined Atlantic in 2010 and provides research sales to investors in Italy and France. Prior to AE, she was Senior VP Institutional Sales at FBR for 9 years.

Leif Millarg CFA

Sales

Leif has provided research sales to German investors for over 10 years. He has worked at Atlantic for five years and also worked at Deutsche Bank where he led US sales into Germany and was Deputy Head for Continental Europe. He previously managed US and global equity funds at Activest. He graduated with a Diploma in business management from the University of Augsburg in 2000.

Markus McNally

Sales

Markus is a founding partner at Atlantic, and has worked in US equity research sales for 15 years. He previously worked as a consultant with Wall Street Systems Inc.

Oliver Herington

Sales

Oliver joined Atlantic in 2011, having previously been Energy Manager for TfL. Prior to that he worked at General Motors within its European manufacturing division. He has a first class degree in Automotive Manufacturing from Coventry University.

Quoc Phong Dang

Sales

Quoc joined Atlantic in 2015 from BMO Capital Market,s where he covered Swiss, German and some Asian accounts from Zurich. He also performed the same role at Merrill Lynch. He is a Business Administration graduate of the University of Mannheim.

Ben Clark

Sales Trading

Ben has 16 years US sales trading experience. He started his career at Cazenove before leaving to help start Atlantic Equities as a founding partner in 2003.

Jason Wootton

Sales Trading

Jason has 21 years sales trading experience. He joined Atlantic in 2014 from Barclays having previously also worked at Salomon Smith Barney and Citigroup.

Martyn Panting

Sales Trading

Martyn is responsible for middle and back office functions for the trading desk at Atlantic as well as CSA programme management and trade analytics. Martyn joined Atlantic in 2008.

William Ross-Hurst

Sales Trading

William has 14 years US sales trading experience. He joined Cazenove in 2001 and is a founding partner of Atlantic Equities.

Florence Isles

Management – Roadshows & Office Management

Florence joined Atlantic in 2017 straight from university where she gained a degree in Human Geography (2.1) from Leeds Beckett.

Rupert Della-Porta

Management – Chief Operating Officer

Rupert joined Atlantic in January 2008 as COO after spending 21 years working for buy-side US equity money managers. He has worked in London and New York for Henderson Global Investors, J&W Seligman, Scottish Widows, Aberdeen Asset Managers and, most recently, F&C, where Rupert was the lead US portfolio manager and headed the investment team.

Keely Oliver

Management – Roadshows & Office Management

Keely is a founding partner of Atlantic Equities and has 13 years experience of managing and organising corporate roadshows, with 20 years experience in the financial services sector.
Keely leads the team responsible for all roadshow logistics and office management.

Lisa Traeger

Management – Corporate Relationship Officer

Lisa joined Atlantic in June 2010 and leads the corporate access business, working with US companies in developing their European investor base. Lisa spent 14 years with Institutional Investor in London and New York as well as Latin America, working with global corporations to facilitate their corporate messaging to the investment community.

Recruitment

 

Atlantic Equities is currently hiring equity research analysts with experience of either covering US equities or deep knowledge of a particular industry that can be applied to the US.

Please contact Rupert Della-Porta for further information.

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