Mariana Investment Management
Initially established as a brokerage firm, we have evolved into a global financial solutions provider with business lines including Market Strategy & Research, Real Estate, Tax Advisory, Structured Products and Tax Efficient Investments. These services complement our status as a market leading execution service provider for Cash Equities, Equity Futures and Options, Commodities and Fixed Income products.
We are continuously seeking to improve our offering to ensure our clients receive the best value. With this in mind, we have entered into a strategic alliance with United First Partners (UFP), a leading Special Situations Investment & Advisory Group. The services UFP offer range from the sale and purchase of strategic assets to corporate finance, debt and equity capital markets and wealth management. Over the past 6 years, UFP has been ranked the leading Independent Research House in the European Special Situations Research category by industry leading investor survey Extel.
From our headquarters in the City of London, we have over 80 partners and staff members globally.
The aim of the investment is to preserve capital value while delivering an annual target return of at least 4%. This is achieved by investing in BR qualifying companies that aim to achieve predictable returns and are in sectors with proven business models. We will oversee investments into companies including, but not limited to, Renewable Energy and SME financing.
Key team members
After graduating from the London School of Economics, Elton enjoyed a successful career with a number of international banks. Following the financial crisis, he believed that the direction of financial services would tend towards the more boutique style firms and in response, founded Mariana in 2009. Elton has continued to develop Mariana and the firm is now considered a market leader in the provision of financial services in the institutional and structured investment sectors.
Malcolm is an experienced portfolio manager working for over 25 years as an accountant, risk professional and investment manager with major global firms including PwC London, HSBC, Citibank, Lehman Brothers and Nomura. He also has significant project management, forensic accounting and complex asset valuation experience through his work with PwC Switzerland. Malcolm has a keen interest in environmental issues and a passion for the renewable energy sector.
Stephen Hanlon: Head of Tax products A Chartered Tax Adviser with 12 years of experience in advising clients on taxation matters. In 2004 Stephen joined the real estate and property development division at BDO, before moving to Ernst & Young as a Director in 2009 where he specialised in advising funds, ranging from private equity through to IHT funds. Stephen joined Mariana as a partner in 2012 to run the firm’s tax department, providing tax services to the firm’s clients. He now advises a number of businesses on tax efficient structures to raise investment such as SEIS and EIS.