Investment company marketing
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 marketing plans that are agreed with both the manager and board of the company.
We work closely alongside existing corporate brokers, and have unparalleled capabilities to reach investors based across the whole of the UK, Ireland, Channel Islands and Isle of Man.
We have achieved measurable success for clients in our objectives of broadening the shareholder base, 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. We know this investor base better than anyone.Request a presentation
Kepler Partners has an unparalleled reach among private and professional investors including more than 3,000 discretionary wealth managers based across the whole of the UK, Ireland Channel Islands and the Isle of Man.
- Bury St Edmunds
- Tunbridge Wells
- St Peter Port, Guernsey
- St Helier, Jersey
- Douglas, IoM
- Chipping Norton
- Leamington Spa
Clients of Kepler Partners can pay for research to appear on Kepler Trust Intelligence, our website for professional and private investors. This research is clearly marked as ‘paid-for research’ – making it compatible with the new MIFID era.
Research from Kepler Trust Intelligence was read by more than 70,000 private investors in 2019, and over 18,000 investment professionals including a large number of discretionary fund managers.
Our work with platforms
Research from Kepler Trust Intelligence appears on a number of third party platforms including FE Trustnet, Interactive Investors, AJ Bell and The Sharecentre.
In addition to producing independent research, Kepler Trust Intelligence works with a number of investment trust boards and asset management groups to raise awareness of individual trusts.
Our paid-for research strives to offer a clear, balanced portrayal of our clients’ trusts which helps investors to make an informed investment decision.