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Kepler Partners LLP

Asset Management,Investment Bank,Fund Administration

Independent research, advisory, and asset-raising boutique specializing in the regulated funds market. Focuses on listed investment companies, UCITS hedge funds, and long-only UCITS-compliant funds.

Overview and Management

Establishment Year

2008

Mission

To provide evidence-based investment decisions through rigorous research and insightful analysis.

Values

Focus on sustainability, transparency, and high-quality investment practices.

Investment Roles

General Partner (GP),Intermediary

Participant Demographics

Serves nearly half a million private investors and 40,000 professionals; extensive network of investors in Europe.

Generational Wealth Planning

Risk Tolerance

Incorporates ESG risks into investment decisions; aims for sustainability and responsible investing.

References or Case Studies

Provides insights via their research platforms (Absolute Hedge, Trust Intelligence) and case studies through events and publications.

Team Experience

40 staff with expertise in UCITS and investment trust markets.

Notable Achievements

Launched Kepler Liquid Strategies (KLS) in 2016; hosts research platforms like Absolute Hedge and Trust Intelligence.

Project Track Record

Collaborates with over 100 investment companies; extensive research database.

Exit Strategies

Legal, Compliance and Contact Information

Regulatory Registrations

FCA

Compliance History

No major violations.

Email

compliance@keplerpartners.com

Phone Number

+44 (0) 20 3887 6342

Address

London United Kingdom

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