About us

Structured Investment Solutions

Catley Lakeman is the market-leading provider of defined-return investments to asset managers. We can evidence a strong track record of adding value to indices over a wide range of markets and client requirements.

  • Established by Russell Catley, Andrew Lakeman and Tom May in August 2008
  • Unparalleled experience
  • Exceptionally qualified team of 19
  • Leaders in the institutional market for securitised investments
  • Growing reputation for hedging advice and execution
  • £7bn originated and executed since launch*
  • Over 60,000 trades executed since launch*
* data to 1st June 2017
Equity

Core strategies (payoffs) issued across most global large cap indices:

  • Defined return
  • Index participation (capped/uncapped)
  • Yield enhancement
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Fixed Income

Manage duration, liquidity and supply risks of investing in fixed income with bespoke solutions:

  • Index credit-linked notes
  • Single name credit-linked notes
  • Bond re-packs
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Funds

Atlantic House Fund Management (AHFM) was set up in 2013 for the initial purpose of running a UCITS fund of defined return securities. It now runs two funds:

  • AHFM Defined Returns was launched 4th November 2013 and has assets under management of GBP 259m*
  • AHFM US Enhanced Fund was launched 6th July 2015 and has assets under management of USD 35m*

* data to 1st June 2017

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Hedging

Advice on pricing and execution across a range of hedging strategies, including:

  • Listed options wrapped into a security for structural reasons
  • Exotic multi-index (correlation) hedges
  • Exotic multi-asset hedges
  • Interest rate hedges (CMS, Swaptions)
  • Vanilla currency hedges
  • Securitised futures
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Access

Often referred to as Delta 1 and informally referred to as "customised ETF's", in other words enabling access to assets for which an ETF is unavailable, for example:

  • Market cap and sector baskets
  • Actively managed stock baskets
  • Hard to access asset classes
  • Relative value trades
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