Investor relations for investment trusts

Kepler Partners is retained by a carefully selected group of LSE listed investment companies, encompassing strategies across the investment spectrum.

We specialise in building and executing bespoke Investor Relations & Marketing plans that are agreed with both the manager and board of the company.

We work closely alongside existing corporate brokers and in-house sales and marketing teams, and have proven ability to reach investors based across the whole of the UK, Ireland, Channel Islands and Isle of Man via both our specialist Sales & Investor Relations team and the reach of Kepler Trust Intelligence’s best in class research materials.

We have achieved measurable success for clients in our objectives of broadening their shareholder base, ensuring existing shareholders are engaged with the strategy, manager and board, increasing liquidity and narrowing the discount to NAV at which shares trade.

We have also played a crucial role in raising capital for both new investment companies as well as existing clients.

We have spent over 20 years marketing investment trusts within the wealth management space and have made it our business to understand how this class of investor has evolved over that time and therefore how best to ensure we achieve successful outcomes for our clients. It is an investor base that is currently undergoing significant change and we know how to engage with this investor base better than anyone.

Request a presentation

Our reach

Kepler Partners has an unparalleled reach among private and professional investors who buy investment trusts including more than 3,000 discretionary wealth managers based across the whole of the UK, Ireland Channel Islands and the Isle of Man, and nearly half a million private investors including over thirty thousand who trade with Hargreaves Lansdown, Interactive Investor or AJ Bell.

Scotland
  • Edinburgh
  • Glasgow
  • Dundee
  • Aberdeen
Northern England
  • Manchester
  • Liverpool
  • Kendal
  • Blackpool
  • Wilmslow
  • Leeds
  • Harrogate
  • York
  • Newcastle
  • Bradford
Central & Eastern England
  • Birmingham
  • Nottingham
  • Leicester
  • Peterborough
  • Cambridge
  • Norwich
  • Ipswich
  • Bury St Edmunds
  • Newmarket
South East England
  • London
  • Guildford
  • Reigate
  • Tunbridge Wells
South West England
  • Bristol
  • Bath
  • Exeter
  • Taunton
  • Cheltenham
  • Salisbury
  • Winchester
  • Bournemouth
  • Southampton
  • Fareham
Wales & Ireland
  • Cardiff
  • Dublin
  • Belfast
Isle of Man & Channel Islands
  • St Peter Port, Guernsey
  • St Helier, Jersey
  • Douglas, IoM
Cotswolds Area
  • Oxford
  • Chipping Norton
  • Leamington Spa
  • Stratford-upon-Avon

Marketing & public relations for investment trusts

Investment trust clients of Kepler Partners can pay for research to appear on Kepler Trust Intelligence, our website for professional and private investors, and we work with many trusts on multi-channel marketing and public relations campaigns designed to reach diverse audiences of new and existing professional and private investors.

Our marketing and PR campaigns raise the profile of a trust, helping to narrow discounts, improve liquidity and boost the resilience of our clients’ shareholder registers.

Our audience

Research from Kepler Trust Intelligence was read by more than 400,000 private investors in 2023, and over 40,000 investment professionals including a large number of discretionary fund managers.

Our work with private investor trading and research platforms

Research from Kepler Trust Intelligence appears on a number of third party platforms including FE Trustnet, Interactive Investor and Equiniti.

Contacts

Hugh Van Cutsem

Investor Relations Enquiries

Pascal Dowling

Marketing Enquiries