Our team of partners utilise their extensive experience gained within the buy-side over the past 35 years.
Founder and CEO
Ian is the founding partner of OSMO Partners. He has worked in the investment management industry since 1998, focusing on middle office and operations within hedge funds. Ian has been head of middle office for an independent alternative investment manager, where he was responsible for more than 20 funds across 10 different strategies and contributory to the dynamic growth of the organisation. Ian also managed the integration of various acquired funds and project managed the implementation of a web-based front-end system. Prior to founding OSMO, Ian was a partner at LPR Consulting where he was instrumental in the launch and strategic oversight of new hedge funds, managed accounts and UCITS products. Ian is the driving force behind OSMO Partners and excels in problem solving and innovation thus aiding clients to achieve pragmatic and cost effective operation solutions. Ian holds the IMC qualification.
Partner, Compliance Officer
David started his career in 1981 at Deloitte, Haskins & Sells where he qualified as a chartered accountant and then with Peat Marwick, Hong Kong. David has specialised throughout his career in finance, operation and compliance roles across multiple jurisdictions. He has not only been a consultant to ABN AMRO in their Wholesale Operations and Finance departments, but was Chief Operating Officer at STIR Capital LLP and Chief Financial/Operating Officer for a private investment company based in Bermuda. Since 2006, David has headed up Operations at a London based Specialist Asset Manager which managed AUM of up to £7 billion and since 2011 has held the role of Chief Operating Officer and Chief Risk Officer. More recently, alongside this role, he has also been appointed Chief Financial and Compliance Officer of Kestrel Partners LLP.
Ian joined in 2016 as CTO. Ian is a buy-side specialist with extensive experience in technology, operations and the execution of listed products. Ian has held a number of key roles, including over 9 years as Chief Technology Officer and Operations Manager at Odey Asset Management. Ian also spent a period of time with Bloomberg employed as an electronic trading specialist where he worked closely with over 150 Hedge Funds and Asset Managers providing consultative services on multi asset class execution and Transaction Cost Analysis. Ian holds the IMC qualification.
Richard is OSMO Partners' COO and brings over 20 years experience in asset management and investment banking. He was most recently the COO at Eclectica Asset Management, a Global Macro investment manager with multiple strategies and fund structures. Prior to this, he worked at Brevan Howard in the COO trading team and has held a number of operational positions at various investment banks. Richard's core skills are building out institutional level operational infrastructure. He also advises clients on fund set-up, portfolio and risk systems, legal, finance and compliance.
Middle & Back Office
Adam has been working in investment management for well over a decade, which has enabled him to gain a vast amount of knowledge and experience across multiple asset classes and strategies. Adam provides middle office support to a number of investment managers across a diversified range of funds, bringing with him his specialist knowledge of Tradar and Derivation, together with his skills of project management and streamlining operations to maximum efficiency. Adam holds the IMC qualification.
Middle & Back Office
Jonathan began his career in 1999 at JP Morgan and gained valuable experience in operational roles and knowledge of fixed income. He was previously Head of Fixed Income Operations at RAB Capital where he had direct oversight of four credit focused funds before moving on to hold senior operations positions with Ashmore Group plc and Chanavari Credit Partners. Prior to joining OSMO Partners, Jonathan held specialist credit and fixed income consultant roles with alternative asset management companies. Jonathan holds a BSc in Economics from the London School of Economics & Political Science.
Middle & Back Office
Gemma has over a decade’s experience at a number of top asset management companies across multiple strategies, including Barclays Global Investors and Gartmore Investment Management where she has focused and excelled at operational support and client services. More recently, Gemma has provided operational support to a specialist investment management company for Credit and FX funds. Gemma holds a BSc in Psychology from Birbeck, University of London as well as the IAQ and IMC qualification.
Client Services & Finance
Helen has worked in the financial services industry for over 3 decades ranging from running her own IFA practice, consulting to a National IFA and Employee Benefit Office before moving to a major life office, Aviva plc. At Aviva, Helen was an IFA Business Development Manager, working alongside some of the UK's major IFAs and networks, as well as delivering specialist technical and regulatory training. More recently, she has provided client service support to a number of boutique investment managers, including distributor and introducer account relationship management, deal flow reconciliation and accounting. Helen holds the AFPC, a Diploma in Training & Development with the University of Leicester and holds the AAT's Advance Certificate in Bookkeeping.