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flags Welcome to Atlantic Equities

Atlantic Equities is a US equity research house based in London servicing institutional investors. Formed in September 2003 by an established team from Cazenove, one of the most respected investment banks in the UK, Atlantic Equities conducts research into a wide range of US companies.

We conduct and publish fundamental, bottom up research on mid and large cap US companies. With operations located in London we are in the same time zone as our predominantly European client base and are able to offer superior access to our sales and analysts teams. Our 15 analysts cover financials, consumer, industrials, healthcare and technology.

Our aim is to deliver differentiated investment research through:

  • The location of our analysts; we visit and talk to European investors far more
  • Close relationships with senior US management as exemplified by our outstanding programme of roadshows
  • Bespoke research services tailored to the need of individual clients
  • High quality and timely research on a broad range of US companies
  • Rewarding and non-consensus investment ideas

Atlantic Equities LLP (“Atlantic Equities”) is authorised and regulated by the Financial Conduct Authority in the United Kingdom (“FCA”) and is a registered investment adviser with the Securities and Exchange Commission of the United States.    

The investment services of Atlantic Equities are only available to professional clients and eligible counterparties as defined by the rules of the FCA. They are not available to retail clients. Accordingly, customers of Atlantic Equities will not benefit from the UK investors compensation scheme. Atlantic Equities does not provide investment advice (as defined by the EU markets in financial instruments directive) to clients in respect of transactions relating to financial instruments. In the US, institutional investors wishing to undertake transactions in equity securities should pass orders to FINRA registered firms and not to Atlantic Equities.

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