Macquarie Capital

Macquarie Capital (Europe) Limited

28 Ropemaker Street, London EC2Y 9HD

Paul McGee

Head of Portfolio Solutions, EMEA

Tel: +44 203 037 5655

Email: Paul.McGee@macquarie.com

Mick Larkin

Portfolio Solutions ANZ and APAC

Tel: +61 2 8232 0639

Email: Mick.Larkin@macquarie.com

Kevin Byrne

Portfolio Solutions Americas

Tel: +1 212 231 2477

Email: Kevin.Byrne@macquarie.com

In unpredictable markets, how you respond to change makes all the difference. Macquarie Capital’s awardwinning Portfolio Solutions team can help you navigate change with confidence, providing deep expertise in managing the risks and costs of asset allocation, transition management and portfolio restructure.

We partner with our clients over the long-term to offer an end-to-end project management and execution service, from detailed planning and reconciliation of trading, through to comprehensive reporting and ongoing engagement. Clients are reassured by our commitment to transparency, receiving a tailored, comprehensive suite of reporting that helps ensure decisions are backed by real insights.

Our experienced regional teams leverage the technology of our custom-built transition management platform PILOT, to offer clients innovative transition solutions. With bases in London, New York, Sydney and Singapore, and a 24-hour global agency trading platform, our connectivity to markets and investors allows us to achieve optimal solutions in each asset class.

Citi Transition Management (CitiTM)

Citigroup Centre, Canada Square, Canary Wharf, London, E14 5LB, United Kingdom

Ashish Patel

EMEA Head of Transition Management

Tel: +44 (0) 20 7500 1298

Email: transition@citi.com

William Cobbett

Americas of Transition Management

Tel: +1 212 723 4181

Michael Jackett-Simpson

Asia Head of Transition Management

Tel: +613 8643 9779

Citi is a leading global financial services company and a pioneer in the Transition Management industry for over 30 years. Our philosophy is to act as a trusted, strategic partner in a fiduciary capacity to ensure our purpose is fully aligned to that of our clients. We deliver innovative portfolio solutions to the world’s largest sovereign wealth funds, pension funds, insurance companies and asset managers.

Our bespoke services specialise in mitigating costs, managing risks, and ultimately preserving the value of assets whilst in transition. With dedicated transition managers in London, New York, Singapore and Sydney, and local markets trading presence in over 60 countries, our agency trading platform has unrivaled access to liquidity across global equities and fixed income. Combined with our expertise in project and operational risk management, CitiTM is often selected a transition manager in the most complex transitions across developed and emerging markets.

CitiTM’s award winning service across transition management and portfolio solutions is the one-stop access point to Citi’s global platform. We are here to help at every stage of the investment life cycle with transparency at the core of everything we do.