About Oesa Partners

Our business is tailored to be an integral part of our clients’ legal, operational and risk management processes. We provide dynamic and proactive advice in relation to the negotiation of all the trading and counterparty documentation, and any associated regulatory issues that arise, to new and established hedge funds, funds of funds, UCITS, QIFs and other professional funds and platforms, private investment vehicles, out-sourced trading entities, specialist investment banks and asset managers.

Our Expertise

Our Services

Documentation Audits and Assistance with DDQ

We can undertake documentation audits to ensure the agreements are current and compliant with the ever-changing regulatory environment and DDQ disclosures required by investors.

Advisory & Consultancy

We provide tailored advice and assistance on legal, operational and regulatory issues that arise in the secondary trading markets, from day to day matters through to complex trade disputes, events of default, and issues arising out of financial crisis and volatility.

Derivative, Prime Brokerage and Any Counterparty Documentation

We review, redraft and negotiate all counterparty documentation. This forms a significant part of Oesa’s offering across all buy side strategies. We can also offer this service to specialist sell side businesses and outsourced trading entities. We are known for our no nonsense but fair approach and are widely respected amongst the sell side firms we face.

Fund Platforms

The use of a fund platform can be a cost-effective way to launch new funds or managed accounts. We provide a comprehensive and legally sound document review to assist with the onboarding process. Oesa can negotiate the trading documents on the fund’s behalf and set up templates in doing so for the platform providers to use for future funds.

Why Choose Oesa

Experts in Our Field

Kate Wormald has been a sales and trading lawyer all of her career. She has contributed to many industry initiatives. Her experience is unsurpassed by the competition and she is recognised as a leader in her field, winning awards on a regular basis only some of which are listed on this website.

Efficient & Practical Advice and Negotiations

Time is money and so we conduct ourselves to ensure we get the results the client needs in the most efficient and practical manner, to make the most productive use of our clients’ time and resources.

Competitive All-Inclusive Fixed Fees

We were the first legal experts in this space to offer fixed fees.  These have proved popular as they enable our clients to budget accurately for their legal costs without worrying about a clock ticking in the background, extra time paying for more senior lawyers to opine, or time spent supervising junior or trainee lawyers.

Get in Touch

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    Words From Clients

    • We see Oesa as an extension to our team, rather than an external resource, with the knowledge that we can rely on them for fast and accurate legal services.

      Andy Baker, Operations Manager – Tabula Investment Management Limited
    • I have known Kate and Oesa for a number of years and have always found her and her team to be highly efficient, their integrity unquestionable and their rates highly competitive.

      Robert Moore
    • Kate has built a market-leading business and product offering and it’s no surprise that her clients derive a huge amount of value from her work.

      MD, Top 5 Global Prime Broker
    • We love Kate’s straightforward, direct and commercial approach.

      Prime Broker, American Investment Bank