T: 0203 150 2842
Having graduated with a degree in Economics, David started his career in the City in 1985 and has been involved in equity derivatives and structured products since 1987. David has built and managed structured product businesses and has worked with product manufacturers and distributors to help develop products and propositions. Throughout his career David been one of the pioneers of the UK structured product market. David developed the concept of a “plan” as a way to distribute structured products via financial advisers and was responsible for the first structure that allows investors to buy structured notes where the gains were treated as capital. David set up and managed the Barclays retail structured product business which became the first vertically integrated structured product business in the UK before working at J.P. Morgan and the Royal Bank of Scotland. David helped establish an independent quantitative research business in 2012 that offers an assessment of the returns investors may receive and the risks that they face in response to demand from investors and increased regulatory scrutiny of structured products. The analysis is now used by institutional investors, discretionary fund managers and financial advisers to identify products that are suitable and appropriate. The analysis highlighted the attractive risk/return profile offered by many products and was an important element that led to the creation of Levendi Investment Management.
T: 020 3150 2841
Frank started his career in 1993 at Credit Suisse Financial Products as an Equity Derivatives trader based in London. He later worked at Bankers Trust as a senior multi-asset Equity Derivatives Trader before becoming Head of Exotic Equity Derivatives Trading at Commerzbank. After a decade as a trader, Frank moved to Deutsche Bank to build and manage the Quantitative Products Engineering businesses across EMEA and Asia, being based in London and Hong Kong. In 2008, Frank joined Morgan Stanley to run Financial Engineering in EMEA and Americas, being based in London and New York and later became Global Head of the Retail Structured Products platform. Prior to launching Levendi Investment Management, Frank was the Global Head of Equities (Structured Products) at Jefferies. Frank holds a Doctorate from Oxford University.
T: 0203 150 2845
Matt has over 20 years’ experience in structured notes and (funds) covering UK discretionary wealth managers and institutions. He started his career at Paribas in Equity Derivatives, moved to Merrill Lynch in 2000 where he covered UK and South African clients then spent over 10 years at Morgan Stanley. He has worked at brokers Catley Lakeman and was most recently head of structured product sales at GPP. Matt has built long term trusted relationships via the performance of the products structured and dealt with his client base.
T: 0203 150 2848
Hercules is a product specialist with over 20 years of experience across investment banking, wealth management, trading, structuring and risk management. He has have worked for Societe Generale, Rabobank, Berliner Bank, UBS, Altus Financial Products and Barclays Wealth. .
T: 0203 150 2846
Having completed his MBA in America he has been involved in the Structured Products arena for over ten years. Bringing his extensive experience of growing new businesses and a wide range of industry contacts he will be responsible for forging new and meaningful relationships. Matthew advises and sits on the Board of a number of both public and private companies in the recruitment, English sparkling wine and property sectors.
Levendi Capital Limited is an appointed representative of Thornbridge Investment Management LLP which is authorised and regulated by the Financial Conduct Authority.