User:MeredithBlack/sandbox

= Olivetree Group =

Olivetree Group is a Financial Services firm focused primarily within Institutional Brokerage. The company was founded in 2009 and is headquartered in London with subsidiary offices in New York, Connecticut and Sydney.

History
Olivetree was founded in 2009 by ex-Morgan Stanley Head of European and US Equity Trading Daryn Kutner.

The company was established on a belief that regulation within the fund management industry would shift and leave most sell side business models misaligned with the changing landscape.

“I could never understand how the dual process existed of Best Execution alongside the payment of research services through flow. It seemed clear that the regulators would tear this construct apart at some point “, said Kutner.

Changes in business regulation (MIFID II (Wiki Link) set to be introduced in 2017), is the crystallisation of what Olivetree believed would alter operations within the industry and allow the emergence of a new competitive landscape for Institutional Brokers.

The name “ Olivetree “ was chosen because of its universal  association with health and maturity.

Background
The Olivetree business model did not follow a conventional path, ignoring any established templates, believed to be more fitting for the pending regulatory shift. This non traditional business model was the foundation upon which Olivetree grew in stature within the international equities brokerage landscape. Olivetree’s new business model created a more flexible, dynamic structure aligned with its client’s needs.

The firm quickly expanded into the US in 2010 giving exposure to the American markets and most importantly American funds, the belief being that the US was the key strategic market to penetrate with the US being large investors into Europe and vice-versa. The current CEO Christopher Pilder joined in 2015 coming from CRT to manage the next phase of growth.

OTAS
In 2010 Olivetree started to develop its own analytics software named OTAS (Olivetree Trading Analysis System), in collaboration with Templeton asset managers.

The idea developed into the creation of a technology subsidiary, Olivetree Solutions in 2011 and the injection of a management team for the new venture.

In 2013 Olivetree Solutions was re-branded and became OTAS Technologies.

In 2015 OTAS Technologies was demerged from the Olivetree Group.

Australia
The expansion of Olivetree continued in 2015 into Australia giving access to Asian markets and a 24 hour trading platform.

The company underwent a rebranding in the same year and Olivetree Securities became Olivetree Financial.

TimeLine

 * 2009 – Olivetree Group Limited (formerly Olivetree Financial Group) was founded


 * 2010 – Olivetree USA, LLC was established in New York


 * 2010 – Development of OTAS (Olivetree Trading Analysis System) software in collaboration with Templeton


 * 2012 – Established Olivetree Solutions, a wholly owned subsidiary of Olivetree, to manage and develop OTAS


 * 2013 – Selected SunGard’s Astec Analytics to provide users of OTAS platform with faster, more comprehensive securities lending data


 * 2013 – Olivetree Solutions rebranded to OTAS Technologies


 * 2015 – Olivetree Securities (Asia) Pty. Ltd. (Australia) was established in Sydney


 * 2015 – Olivetree Securities Limited name changed to Olivetree Financial Limited


 * 2015 – OTAS Technologies demerged from Olivetree Group


 * 2015 – LSE membership – Olivetree Financial Limited. Became non trading member (no direct access to the exchange’s markets.
 * Firm code: 862
 * Issue Date: 7th August 2015
 * FCA: 494671