Recommendations

“I’ve worked with Kate for many years now and she has always been a real pleasure to deal with.  Someone with her professionalism and ability to get things done for her clients, who is also able to build such deep relationships across the street and keep smiling throughout, is a rarity in the industry and a real gift.  Her technical knowledge is outstanding and her commercial acumen truly impressive.  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


“Oesa Partners have consistently delivered exceptional service to Tabula. As a fast-moving and dynamic asset manager, we seek partners who do not just provide the agreed service, but those that are responsive and supportive of our business targets. Oesa is such a partner. 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. Working with the Oesa team is enjoyable, helped by their ability to take a pragmatic approach and explain things without legal jargon.”
 
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


“We love Kate’s straightforward, direct and commercial approach to document negotiation as it makes everyone’s life easier and streamlines an otherwise convoluted process, ultimately improving the client experience.”

Prime Broker, American Investment Bank


“Kate made a major contribution to the Legal Working Group I chaired, designing the first global, real-time, web-based OTC derivatives and FX margining solution – the Global Credit Support Service. She was meticulous in reviewing draft documentation to ensure its consistency with ISDA standard documentation and custom and usage in global markets. Our challenge was to devise a method which would perfect collateral under US, UK and European margin and collateral laws, and Kate’s input helped secure our eventual success.”

Advisor, Author & Innovator