What TS Lombard does

TS Lombard is a London-based independent macroeconomic and geopolitical research firm founded in 2016. It serves institutional investors and financial market participants through subscription-based cross-asset macro research spanning equities, fixed income, currencies, and commodities, with particular emphasis on geopolitical risk quantification and emerging market economics. The firm employs 51-100 people and operates through a team of specialist economists and strategists, including Chief China Economist Rory Green, Chief India Economist Shumita Sharma Deveshwar, and global macro strategists Dario Perkins, Freya Beamish, Daniel Von Ahlen, and Christopher Granville.

The firm's core offering is its economic research and analysis service, delivered as a single unified product centered on macroeconomic intelligence. Research output covers inflation, monetary policy, currency strategy, commodity outlooks, geopolitical risk evaluation, and emerging market dynamics. Distribution occurs primarily through direct institutional research subscriptions to investors, fund managers, and financial institutions, with reach amplified by earned media coverage in Forbes, MarketWatch, The Guardian, CNBC, Reuters, OilPrice, Investing.com, India Times, and Investment Monitor. The firm's analysts actively comment on geopolitical developments (Iran conflict, US-China trade tensions), macro events (El Niño impacts on food inflation, AI capex trends), and policy frameworks (Fed policy, USD/JPY positioning).

TS Lombard is privately held with no disclosed parent company, funding rounds, or M&A activity, and is led by CEO Nicholas Mather. The revenue model is subscription-based research services to enterprise clients, with no public pricing disclosure. The firm's website currently displays a default nginx page, indicating either backend infrastructure limitations or a website in transition. The company's competitive positioning rests on its independence from bank-affiliated research and its depth in geopolitical risk analysis and emerging market economics, with horizontal segmentation across institutional investor types globally.

Name

TS Lombard

Website

https://tslombard.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

51–100 employees

Short description

TS Lombard is a London-based independent macroeconomic and geopolitical research firm founded in 2016 that serves institutional investors globally with subscription-based cross-asset macro analysis, geopolitical risk assessment, and emerging market economic intelligence delivered by named chief economists.

Ownership category

akta.pro rank

Product category

Macroeconomic Research

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282)

akta.pro primary industry

Macro & Rates Research (FSACAGAC)

akta.pro secondary industries

Economic & Macroeconomic Research (BPAHALAD), Strategy & Thematic Research (FSACAGAG), FX Research (FSACAGAD)

Keywords

• Macroeconomic research
• Geopolitical analysis
• Investment strategy
• Cross-asset research
• Economic intelligence

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Distribution channels1 record

Marketing channels3 records

Core offering

TS Lombard provides macroeconomic research, forecasts, and strategic analysis on global economic trends for institutional investors. The firm delivers insights on inflation, monetary policy, currency movements, commodities, geopolitical risks, and country-specific coverage including China and India. Its team of chief economists and strategists publishes actionable intelligence covering global economic forecasting, monetary policy assessment, currency strategy, commodity market outlooks, and geopolitical risk evaluation.

Product overview

TS Lombard is an economic research and consulting firm that operates as a single unified offering centered on macroeconomic analysis and intelligence. The firm provides research services through its team of economists and strategists, including chief economists covering specific regions (such as Chief China Economist Rory Green and Chief India Economist Shumita Sharma Deveshwar) and strategists like Dario Perkins and Daniel Von Ahlen. Their analysis spans global economic forecasting, monetary policy assessment, currency strategy, commodity market outlooks, and geopolitical risk evaluation.

Differentiator

Problem solved

Functional benefit

Products and services

• TS Lombard Economic Research and Analysis

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Expansion highlights4 records

Emerging players

• Continuum Economics: Boutique macro and FX research provider serving institutional clients with similar cross-asset coverage, smaller and more specialized than TS Lombard.

Direct peers

• BCA Research: Independent global macro research house distributing cross-asset strategy research to institutional investors, overlapping closely with TS Lombard's institutional subscription model and macro/geopolitical remit.
• GaveKal: Independent macro and political risk research firm with deep Asia expertise, serving institutional investors with cross-asset strategy work — directly comparable to TS Lombard's emerging-markets and geopolitical positioning.
• Oxford Economics: Independent economic research and forecasting firm covering global macro, country, and risk analysis for institutional clients, overlapping heavily with TS Lombard's macroeconomic research subscription offering.
• Capital Economics: London-based independent macro research firm selling subscription research to institutional investors with broad cross-asset and country coverage, directly comparable to TS Lombard's positioning.
• Variant Perception: Independent macro research firm providing cross-asset research and trade ideas to institutional clients, comparable as a subscription-driven boutique research competitor.
• Lombard Street Research: London-based independent macro research firm providing macroeconomic and currency analysis to institutional clients, with a similar boutique UK-base and cross-asset focus.
• Roubini Macro Associates: Independent global macro advisory firm providing cross-asset strategy and geopolitical analysis to institutional investors, similar in operating model to a boutique macro subscription research firm.

Broad incumbents

• JPMorgan Global Research: Large sell-side research franchise embedded at a global investment bank, competing with TS Lombard for institutional macro research budgets but offering far broader asset-class coverage and bundled execution services.
• ISI (Evercore ISI): Independent-affiliated sell-side research and macro advisory franchise serving institutional clients, a broader incumbent competitor to TS Lombard in macro strategy and policy research.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/TS_Lombard
• LinkedInlinkedin.com/company/tsl-research-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about TS Lombard