Ben Lundie

Senior Adviser

Ben is a Senior Adviser.

He graduated from Aberdeen University in 1993 with an MA Hons in Economics before joining Hargreaves Lansdown on their investment help desk. He worked his way up through the firm via the Marketing teams to start the set-up of the Vantage Investment Platform in the early 2000s. He left the largest investment platform in the UK with over £100bn in assets and c. 1.25million clients in June 2018, at which time he was Head of Vantage Development, in order to use his expertise to assist other firms and spend more time with his family. 

Ben was responsible for negotiating with and dealing with all third party asset managers for the open and closed-ended investment products offered to Hargreaves Clients. He is an expert in the positioning and marketing of investments to individual investors, whilst focusing on the pricing of those products to ensure the most successful asset raising.

He has worked closely with product providers over the years through which he has an expert understanding of what is required to make investments a success in the UK market. He has an excellent network of senior individuals across platforms and product providers to ensure his expertise is unrivalled. 

At Hargreaves Lansdown he was responsible for the negotiating of price to ensure Hargreaves lead the market versus its competitors, as well as which Ben was the no.1 deal maker in the market in terms of acquiring large closed books of businesses from both open and closed ended companies - e.g. Jupiter, BlackRock, JPM, RIT. As the first point of contact for external managers to deal with Hargreaves Lansdown, Ben also lead the way on the development of new products to ensure the best managers were accessed by clients at the best price.

ben@cadarncapital.com

Disclaimer

It is the responsibility of the individual user to consider his or her legal and regulatory position in the relevant jurisdiction, the risks associated with trading such products and to ensure that the use of the content and the subsequent making of any investment does not contravene any such restrictions or applicable laws and regulations of any jurisdiction. Please seek the advice of professionals, as appropriate, regarding the evaluation of any specific security, index, report, opinion, advice or other content. This does not exclude or restrict any duty or liability that Cadarn Capital Ltd has to its clients under the Financial Services and Markets Act 2000 (as amended from time to time) or any other regulatory system under the laws of applicable jurisdictions.

Cadarn Capital Ltd, its subsidiaries, associated entities, partners, employees, representatives or suppliers will not be liable, on any grounds whatsoever, contractually or not, for any direct or indirect damage that may arise as the result of it being possible or impossible to gain access to this site, the accessing, visiting or use of this site and/or the information provided, the sending, or receiving of information via this site and/or the operation or non-operation of this site, except in the event of intentional or serious blame on its part. The information contained on this site, including any third party data is published in good faith and Cadarn Capital Ltd believes that the information is accurate at the time of publication but no representation or warranty, express or implied, is made by Cadarn Capital Ltd as to its accuracy or completeness and it should not be relied on as such.

Cadarn Capital Ltd shall therefore have no liability, save for any liability that Cadarn Capital Ltd may have under the UK Financial Services and Markets Act 2000, for any loss or damage arising out of the use or reliance on the information provided including without limitation, any loss of profit or any other damage, direct or consequential. Nor will Cadarn Capital Ltd, its subsidiaries, associated entities, partners, employees, representatives or suppliers be, under any circumstances, liable for any corruption of data that may occur as the result of technical problems (e.g. transmission errors, technical failures, breakdowns, intervention of third parties, etc.) and/or for any damage or loss relating to software or hardware that is the result of any virus, defect or malfunction in relation to access or use of the site.

Cadarn Capital Ltd is directed at persons who fall within the definition of ‘professional clients’ or ‘eligible counterparties’ as defined in the rules of the Financial Conduct Authority (“FCA”) of the United Kingdom.

The information on this website is provided for information only and does not constitute, and should not be construed as, tax, financial, investment, or legal advice given by the Cadarn Capital to any party; and it is not an offer, contract, guarantee, or solicitation for the purchase or sale of any financial or investment product.

I certify that I am not a US person. Cadarn Capital Ltd is not registered as an investment advisor with the SEC and therefore this document is neither directed at nor intended for US investors.