In Great Shape: Atlantic House Defined Returns Fund
As our Defined Returns Fund approaches it’s 11 year anniversary we thought we would provide you with an update on how the portfolio has...
top of page
Website terms of use
This website is designed solely for the use of UK-resident professional clients and eligible counterparties.
Please read these terms carefully before using our website as they contain important information about how you may use the website. By using this website, you confirm that you agree to be bound by these Terms of Use. If you don't agree to these Terms of Use you should not use this website.
The Privacy and Cookie Policies apply to your use of the Atlantic House Group website. By using this website, you are consenting to us processing any personal data that you provide to us or that we collect from you because of your use of our website. Our Privacy and Cookie Policy set outs what we do with that personal data.
All calls may be recorded for training and monitoring purposes.
In the unfortunate circumstances you have any cause to make a complaint please email: info@atlantichousegroup.com or write to us at Atlantic House, 135 Bishopsgate, London EC2M 3TP.
About us
This website is operated by the Atlantic House Group Limited (Registered no: 09770730) and its subsidiary, Atlantic House Investments Limited (registered no:11962808). Both are private limited companies, registered in England and Wales. Registered Office: One Eleven Edmund Street, Birmingham B3 2HU. Atlantic House Solutions is a trading name of Atlantic House Group Limited.
Atlantic House Group Limited (FRN: 719605) and Atlantic House Investments Limited (FRN: 719605) are authorised and regulated by the Financial Conduct Authority.
Our website information
Our website is made available to you free of charge. We do not guarantee that access to our website, or the content on it, will always be available or uninterrupted. Your right to access our website is given on a temporary basis only.
The information on this website is provided for general information and does not constitute or form part of any offer, recommendation or invitation to buy or sell investments, nor is it intended to be any form of advice.
If you have any doubt about the suitability of this site for your needs you should seek relevant professional advice.
Atlantic House Group Limited and its affiliates do not provide tax, legal or accounting advice. This website has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.
We regularly review the content on our website. However, we cannot guarantee that all content on our website is accurate, complete or up to date. We therefore make no warranties, representations, undertakings or guarantees that the content on our website is accurate, complete or up to date.
We make no warranties, representations, undertakings or guarantees that our website or any content on it will be free from errors or omissions.
Changes to this website or terms of use
We reserve the right to change any content on this website from time to time without notice.
Every time you wish to use our website, please check these Terms of Use to ensure that you are aware of the terms that apply at that time.
We may update these Terms of Use and the Privacy and Cookie Policy from time to time. By continuing to use this website after we make any such updates, you confirm that you've understood and agreed to be bound by them. You should revisit the relevant pages regularly to ensure that you've seen and are aware of the current terms and conditions that will apply to your use at that time. We also recommend that you always review the current Privacy and Cookie Policies.
We reserve the right to change any material on this website from time to time without notice.
Intellectual property
We, or our licensors, own the copyright and all other intellectual property rights in our website and all content on it, including the Atlantic House Group of companies logos, names and trademarks.
Unless specifically prohibited by a notice on any page, you may print or download individual sections of this website for your own personal information and use only, provided that you retain all copyright and other proprietary notices.
You must not use, extract or reproduce logos or any content from our website for commercial purposes without first obtaining the written consent of Atlantic House or any party which licenses any content to us. If you use, download, print or reproduce content from our website in breach of these Terms of Use your right to use our website will immediately end and you must return to us or destroy (at our option) all digital and paper copies of the content that you have made.
Third Party Links
Our website may contain links to other websites from time to time, including to pages and other websites operated by us or by a third party operating on our behalf. Where our website contains links to other websites and resources provided by third parties, these links are provided for your information and for your convenience only. We have no control over the contents of those sites or resources, we accept no responsibility for them and you shouldn’t take our providing these links as an endorsement or guarantee by us of the websites or the information on them.
You must not link to this website in a way that implies endorsement or partnership without our permission.
Viruses
We don't guarantee that our website will be free from malicious programs or materials, bugs or viruses. You're responsible for configuring your information technology and software to access this website and should use your own virus protection software.
Responsibility for loss or damage
We do not exclude or limit in any way our liability to you where it would be unlawful to do so. This includes liability for:
-
death or personal injury as a result of our negligence;
-
fraud or fraudulent misrepresentation.
We won't be liable to you for any loss or damage (even if foreseeable) arising under or in connection with:
-
use of, or inability to use, our website;
-
use of or reliance on any content displayed on our website; or
-
viruses, distributed denial-of-service attack, or other technologically harmful material that may infect your computer equipment, computer programs, data or other proprietary material due to your use of our website or to your downloading of any content on it, or on any website linked to it.
We accept no liability for the information contained on any third-party websites linked to on our website and we won't be liable for any loss or damage that may arise from your use of them.
These Terms of Use (and any non-contractual obligations arising out of or in connection with them) are governed by the law of England and Wales and the courts of England and Wales have exclusive jurisdiction to determine any dispute arising out of or in connection with them (including without limitation in relation to any non-contractual obligations).
Responsibleinvesting
We strive to act fairly, responsibly and ethically; and be open and transparent in all we do. The role of Environmental, Social and Governance issues within international derivative markets is still evolving and we do not pretend the market is perfect. But we are committed to playing our part in bringing about continual improvements.
We are signatories to the Principles for Responsible Investment, accredited by the Living Wage Foundation and are a certified CarbonNeutral® company.
Our board
Chairman
Chris is a co-founder and former Chief Executive of Brooks Macdonald plc. Chris has over 30 years’ experience in investment management and financial services. He has held several Non Exec and Chair roles for both private and public companies over the past 15 years.
As well as being Chair of Atlantic House he currently holds a number of advisory and consultancy roles in investment and wealth management as well as being an associate of the Institute of Continuing Professional Development.
Chris Macdonald
Director
Tom has been working with derivatives since the year 2000, and with two others founded Atlantic House in 2008. Since its inception, Tom has been instrumental in growing Atlantic House to become one of the leaders in derivative based investments in the UK.
Before founding Atlantic House, Tom was Head of the Securitised Equity Derivative and Secondary Market Trading teams at Citigroup in London, responsible for a team trading all securitised derivative products on both primary and secondary markets across Europe.
Tom May
Non Executive Director
Andrew Lakeman was an original founder of Catley Lakeman May, the firm that became Atlantic House Group and was responsible for driving the firm’s distribution strategy.
Before starting the firm, Andy was a director in equity derivatives business at Citigroup. He joined in 2005 to build out their Structures Product Business to UK asset managers.
Prior to this, Andy worked in asset management for Axa Investment Management, Threadneedle and John Govett.
Andy now lives in Australia and is working to develop the firms strategy in Australia, New Zealand and Asia.
Andrew Lakeman
Non Executive Director
Luke is a Director of Elcot Capital Management. Prior to joining Elcot, Luke was Managing Director of Steel Partners (UK) from 2005 to 2010, having previously been a Portfolio Manager at Carlson Capital.
In addition to his role on the Atlantic House Group board, Luke is currently a non-executive director for Oodle Financial Services, Think Digital Group and Beacon Financial Holdings.
Luke Wiseman
Non Executive Director
Mike has over 40 years of experience in the asset management industry originally with M&G then Prolific where he became group CEO in 1992.
In April 1995, he joined Framlington as the Chief Executive, where he oversaw significant growth in the value of the business. He left Framlington in June 2003 in order to establish Elcot Capital Management Limited.
From 2007 to 2021, Mike was Chairman of Premier Asset Management Limited, now Premier Miton Group PLC, a listed asset management company. He is also a director of The Think Digital Group Limited.
Mike Vogel
Non Executive Director
Paul Tobias joined the Board in November 2021 and has over 45 years of experience in the financial services and banking industries.
He was appointed as Chairman of mBank and Chairman & CEO of Mackinac Financial Corporation (MFNC) in December 2004 after structuring and leading the successful $30 million recapitalisation of the company. MFNC was acquired by Nicolet Bankshares, Inc. in September of 2021.
Previously, Paul was a co-founding partner of Mackinac Partners, LLC, an unrelated financial and operational advisory company. He has also served as CEO of Munder Capital Management, EVP of Comerica Incorporated (CMA) where he was the head of Mergers and Acquisitions and Corporate Strategy and as an Investment Banker at McDonald & Company.
In addition to his role on the Atlantic House Group Board, Paul serves on the Board of The Elcot Fund.
Paul Tobias
Albemarle Street Partners
Albemarle Street Partners is our discretionary investment manager working exclusively with a select group of financial advisers. It is the investment manager for the independently-minded financial adviser.
bottom of page