Kuldip Shergill

Provides investment management and advisory services to businesses, institutions, and private investors

Marble Bar seeks to generate strong and consistent risk-adjusted returns by focusing on the selection of equity-based securities and derivatives. The firm employs risk management as part of its portfolio management process.

CCM is an active, value-oriented investment manager which follows a bottom-up investment process and adopts a pragmatic approach. They try to anticipate the evolution of a company's stock by analyzing their business life cycle, taking into account global economic and market factors. The firm seeks to meet biannually with the companies in their portfolio. The firm's managers concentrate on their area of expertise, namely UK and European securities, fixed-income, multi-manager and alternative asset classes. They rely on external managers for other areas. CCM meets regularly with the companies in their portfolio and makes investment decisions as a team. Funds are managed to follow relevant industry indexes.

Provides brokerage services

Maven Investment is an active, research-based manager which employs conservative risk management and technology-based trading strategies in their market making businesses in Europe and Asia. The firm’s investment teams implement fundamental and quantitative investment strategies.

Provides investment advice

QRT is a quantitative and systematic investment manager that implements a scientific approach to financial investment. The firm combines data, research, technology and trading expertise to achieve high quality returns for their investors. Their data platform provides capacity to onboard and analyze structured and unstructured data from tick to tick to multi-year horizons.