About Us
Specialised algorithmic trading solutions powered by a unique blend of human expertise and artificial intelligence.
Our Story
Founded in April 2020, Margin Syndicate is led by Steven Paterson, who works with skilled collaborators and AI systems as required for each project.
The term "Syndicate" reflects our flexible, collaborative approach - bringing together specialised talent and cutting-edge automation to deliver exceptional trading solutions in the DeFi, derivatives and swap trading space.
Founded in April 2020
With a vision to transform DeFi trading through innovation and automation, specialising in derivatives and quantitative strategies
Our Approach
We take a collaborative approach to every project, assembling the right team of specialists and leveraging advanced AI tools to meet specific trading challenges in the derivatives and quantitative finance space.
This flexible structure allows us to adapt quickly, optimise resources and deliver highly specialised solutions for complex DeFi derivatives markets and quantitative trading strategies in the rapidly evolving blockchain ecosystem.
AI-Enhanced Operations
Utilising advanced automation and AI to optimise derivatives trading strategies and operational efficiency in quantitative finance
Our Core Values
Technical Excellence
We pride ourselves on developing robust, efficient algorithmic trading systems that deliver consistent results
Result-Oriented
We measure our success by the tangible outcomes and ROI we generate for our clients
Continuous Innovation
We're committed to staying at the forefront of blockchain technology and DeFi trends
Leadership
Chief Executive Officer
Lead architect behind full-stack trading systems for crypto-native and quant clients — integrating strategy design, exchange automation and scalable infrastructure to support high-performance trading in centralised and decentralised markets.
Syndicate Network
Margin Syndicate operates as a single principal supported by a network of independent specialists engaged on a project basis.
Independent Engineering Partner · Dubai, UAE
Not directly employed by Margin Syndicate. Engaged through the syndicate network on options infrastructure work. 8 years building production systems across health (Roche), fintech (Sainsbury's Bank) and AI tooling. CS degree from Ca' Foscari Venezia. Specialises in formal methods, compositional software architecture and type-level correctness guarantees.
Built the options trading infrastructure — TWAP hedge systems, calendar roll automation, exchange adapters (Deribit, OKX, Coincall), RFQ block trade interfaces and delta management, including the 3-phase interleaved calendar roll architecture that executes multi-hundred BTC rolls in controlled chunks.
Creator of The Missing Team — a suite of Claude Code-native developer tools including CodeFoundry (multi-agent architecture), Revenue OS and open-source MCP servers.
Our Expertise
Automated Trading Systems
We specialise in building and deploying fully automated trading systems tailored to your specific investment goals
Options Strategies
We offer a range of sophisticated options strategies designed to generate consistent yield in any market condition
Risk Management
We implement robust risk management protocols to protect your capital and minimise potential losses
Delta-Neutral Strategies
We utilise delta-neutral strategies to generate profits regardless of market direction
Flow-Governed Trading
We specialise in flow-governed trading strategies that respond to real-time market dynamics
Infrastructure Management
We provide comprehensive infrastructure management services to ensure seamless operation of your trading systems
Trading Systems Build Support
Margin Syndicate is expanding to offer trading systems build support for systematic operations. Our development team — battle-tested on live institutional capital — will be available for:
- Exchange connectivity and adapter development (Deribit, OKX, Coincall and others)
- Options execution infrastructure
- Delta hedging and TWAP systems
- Calendar roll and expiry management automation
- Portfolio margin integration
- Structure registry and position management
Built on our own systems first. Proven on our own capital. Available to yours.
About Margin Syndicate
Common questions about our company and approach
Who founded Margin Syndicate?
Margin Syndicate is founder-led by Steven Paterson, a systematic derivatives trader with a network-engineering background. Trading systems are developed and operated in-house.
What is the trading philosophy?
Rule-based execution, explicit risk limits and evidence-led review. Engineering checks establish specific behaviours; live strategy results are needed to assess returns. Where reliability, autonomous operation or profitability remains unproven, the product status should say so.
How far back does the published record go?
The linked live performance record begins in November 2024. Use the dated source reports to check coverage, drawdowns and changes in the strategy mix. That history is not a track record for every subsequently developed strategy.
Ready to optimise your investment strategy?
Get in touch to discuss how our algorithmic trading system can help maximise your returns.