Hugh van Cutsem
Hugh van Cutsem is Co-founding Partner of Kepler Partners and Head of Investment Companies. Prior to starting the business he created and led the investment company department of Smiths CA Ltd, where he worked for 4 years. Hugh built up a large and diverse client base of closed end funds.
He was directly involved in raising over £350m through both IPOs and C share issues for investment company clients during 2006/7, almost exclusively from private client fund managers. Hugh started his career at Cazenove in 1997, working on the Investment Company sales and sales trading desk for 7 years.
William Heathcoat Amory
William Heathcoat Amory is a Co-founding Partner and leads the Investment Trust Research business via Kepler Trust Intelligence. William has 18 years of experience as an Investment Company analyst. Prior to co-founding Kepler Partners in 2008, he was part of the Extel number 1 rated research team at JPMorgan Cazenove.
Tom Trotter
Tom is Chief Operating Officer and joined Kepler at launch in April 2008. Prior to Kepler he worked for Bedlam Asset Management from 2005 – 2008 as director of sales for the UK and Europe. During this time he was instrumental in growing the firm’s assets from £25m to £600m at the peak. Prior to this Tom worked for a city headhunting firm specialising in investment management from 2002 – 2005.
Georg Reutter CFA
Georg is Managing Partner and leads the Open-end Fund Research business. Prior to Kepler he worked as a Hedge Fund Adviser for HSBC Private Bank’s Alternative Investment Group. Whilst there he focused on single and multi-manager Hedge Fund due diligence, portfolio management and client advisory. His responsibilities included evaluation, analysis and advising on hedge fund portfolios investing in offshore, listed, multi-manager and UCITS hedge funds primarily for UK based investors.
Matthew Barrett CAIA
Matt is a member of the research team at Kepler and his primary responsibility is the research and analysis of alternative UCITS funds. Matthew works closely with our advisory clients and sits on the Kepler Investment Committee. Prior to joining Kepler Partners, Matthew worked for HSBC Private Bank on the Investment Advisory desk. Whilst there he focused on client advisory and portfolio management, and his responsibilities included fund evaluation and analysis and portfolio construction. Before joining HSBC he worked for Baillie Gifford in Edinburgh. Matthew is a CAIA Charter Holder.
Pascal Dowling
Pascal is marketing and communications director and is responsible for PR and marketing activity. He runs Kepler Trust Intelligence, an online research hub for professional and private investors which he launched when he joined in January 2015. Prior to joining Kepler Partners, Pascal managed retail fund research website FE Trustnet, one of the UK’s largest investment research websites, for ten years. Pascal started his career sixteen years ago as a financial journalist, and has written extensively about investment trusts and other investments for the trade and national press.
Roland Schulz
Roland joined Kepler Partners in August 2015. He is responsible for the business development activities for Continental European markets. Before Kepler, Roland initiated and built the international marketing and sales activities at Aquila Capital. He previously worked at Amundi and Paribas, attending to institutional clients needs for close to 20 years within the asset management industry.
Anjula Andersson
Anjula joined Kepler Partners in August 2016 as a Sales Director focusing on developing relationships with UK discretionary clients. Prior to joining, she worked for JP Morgan Asset Management focusing primarily on distributing funds to National Discretionary Fund Managers. She has also previously held sales positions at Legg Mason Asset Management where she worked for 5 years, UBS Global Asset Management and Fidelity International. Anjula graduated from Queen Mary University of London with a BSc in Mathematics.
Henrietta Boag
Henrietta joined Kepler Partners in February 2019 as a Sales Director focusing on developing relationships with UK based clients and Global Private Banks. Prior to joining, she worked for Wellington Management for 5 years focusing primarily on distributing funds to Global Private Banks and UK based clients. She has also previously held Alternatives sales positions at Merian Global Investors (formerly Old Mutual Global Investors) and CrossBorder Capital. Henrietta graduated from Newcastle University with LLB (Hons) in Law.
Hugo Rynsard Perry
Hugo joined the Investment Trust Sales team at Kepler in October 2016. Prior to joining he worked on the Investment Trust Sales desk at Henderson Global Investors, focussing on discretionary and institutional clients in the UK. Before joining Henderson, he worked for Greenbrook Communications, advising hedge fund and private equity clients on new product launches and ongoing investor and media communications. Hugo graduated from University College London with a BA in History.
T: +44 (0) 20 3598 6460
E: hugo@keplerpartners.com
Henry Davis
Henry joined the investment trust sales team in October 2017. Prior to joining, he worked on the business development team at Preqin for 3 years, focussing on institutional clients and alternative asset fund managers within the UK & Europe. Henry graduated from Newcastle University in 2012 with a BA in History & Politics.
T: +44 (0) 20 3384 8797
E: henry@keplerpartners.com
Tom Biltcliffe
Tom joined the Investment Trust Sales team at Kepler in February 2019. Prior to joining, he worked within the Acquisitions division at St. James’s Place Wealth Management for two years. Whilst there, he was responsible for engaging with IFAs and Wealth Management companies with the view to bringing their clients under the St. James’s Place banner. Before this, he graduated from Exeter University in 2016 with a BA in Philosophy and Politics.
T: +44(0)203 887 6914
E: tom.b@keplerpartners.com
Alice Rigby
Alice joined Kepler Partners in July 2018 as Marketing Manager. She was previously Head of Content at financial services communications specialist KL Communications, after working in investment communications for Hermes Investment Management. Alice began her career as an asset management correspondent at trade publication Investment Week, where she was responsible for the investment trust beat
T: +44 (0) 203 795 0071
Thomas McMahon, CFA
Thomas is a senior Investment Trust analyst and joined Kepler in April 2018. Previously he was senior analyst at FE Invest, where he was responsible for fund selection for a range of model portfolios. He covered all asset classes over time, but has particular experience with emerging markets and fixed income as well as UK smaller companies funds. He has a degree in Philosophy from Warwick University and is a CFA charterholder.
T: +44 (0) 203 795 0070
E: thomas.m@keplerpartners.com
Callum Stokeld
Callum joined Kepler as an investment trust analyst in July 2019. Prior to this he worked as a senior investment analyst on a range of multi-manager, multi-asset portfolios, having previously worked at IFA firms in roles focused on oversight of fund selection and asset allocation. He graduated from the University of Glasgow with an honours degree in Law.
T: +44 (0) 20 3795 9719
E: callum@keplerpartners.com
William Sobczak
William joined Kepler Partners in February 2018 as an Investment Trust analyst. Prior to joining, William graduated from the University of Western Australia, with a BSc in Psychology. He has also spent time at Standard Life Aberdeen, Schroders and Winterflood Securities.
T: +44 (0) 203 598 6449
E: william.s@keplerpartners.com
Alexander Ellerby
Alex joined Kepler in September 2019 as a fund research analyst covering the alternative UCITS space. Prior to Kepler, Alex worked as an Investment and Treasury Analyst at QIC Global, focussing on performance attribution and portfolio reporting, as well as previously working at Waverton Investment Management. Alex graduated from Newcastle University in 2016 with a BA in Politics and is currently studying for the CFA Level II.
T: +44 (0)20 3384 8793
Lukas Klasen
Lukas joined Kepler Partners in January 2019. He works very closely with his colleagues responsible for business development and investor communication for Continental European markets. In addition, Lukas supports the fund research team and event organisation activities of the firm. Lukas graduated with a BSc in International Business Administration from WHU – Otto Beisheim School of Management.
T: +44 (0) 203 887 6915
E: klasen@keplerpartners.com
Diana Martey
Diana joined Kepler in February 2018 as a Director of Fund Operations and Compliance. Prior to joining, she worked for Amiya Capital LLP as Deputy COO where she was responsible for delivering in the key areas of Fund Oversight, Audit & Compliance. Before joining Amiya LLP, Diana held a variety of roles within the Alternative Services division of RBC Investor Services. Diana holds a Masters degree in Finance from the London School of Economics and she is a Chartered Alternative Investment Analyst Charterholder.
T: +44 (0) 203 887 6342
E: diana@keplerpartners.com
Patrick Healey
Patrick joined Kepler as Operations Manager in March 2017. Prior to joining he spent 16 years in fund Operations working across multiple asset classes, most recently at Sloane Robinson and RWC Partners. Patrick graduated from the University of Leeds in 1999 with a BSc in Environmental Biogeoscience.
T: +44 (0) 20 3384 8792
E: patrick@keplerpartners.com
Courtney Jevons
Courtney joined Kepler Partners in May 2019 as Office Manager. Prior to joining, Courtney was a PA at a public relations firm specialising in both corporate and luxury services. Courtney graduated from the University of the West of England in 2012 with a BA in History.
T: +44 (0) 20 3384 8790
Henrietta Torrance
Henrietta joined Kepler Partners in July 2019 as an Executive Assistant with focus on both the Investment Trusts research and direct marketing teams. Prior to joining Kepler, she was a member of senior management at a well-established NHS primary care provider for six years in which she has gained a wealth of experience in small to medium-sized business. Henrietta read Biology at the University of Nottingham.
T: +44 (0) 20 3887 3109
E: henrietta.t@keplerpartners.com