Kepler Cheuvreux and Unigestion unveil joint €3 billion asset control plans

Kepler Cheuvreux and Unigestion have introduced a strategic partnership which can see the corporations release a joint public equities asset control corporate. 

Bernard Sabrier

The brand new entity, named Kepler Cheuvreux Unigestion Equities, is ready to concentrate on quantitative methods and in combination will arrange greater than €3 billion in property, matter to regulatory approvals. 

The primary degree of integration will see Unigestion switch the €3 billion in property beneath control – particularly within the type of mandates and funding price range – and concurrently combine the whole lot of its equities staff into Kepler Cheuvreux’s operational infrastructure.

Following this, Kepler and Unigestion will create the collectively owned entity, along the control staff, inquisitive about accelerating the trade’ building via exterior expansion tasks.

“Unigestion brings its quantitative and qualitative public equities experience, bettering Kepler Cheuvreux’s well-established analysis features. This partnership merges elementary and quantitative analysis approaches, optimising portfolio control whilst diversifying and increasing the variability of funding methods,” stated the corporations in a joint remark. 

As well as, Kepler Cheuvreux is contributing a gross sales pressure of over 130 execs and greater than 1,300 institutional purchasers throughout Europe, North The us, and MENA.

The companies also are set to combine ESG standards into the control processes for Kepler Cheuvreux Unigestion Equities, together with keeping up an “energetic discussion” with portfolio corporations.

Talking concerning the partnership, Laurent Quirin, chair of the supervisory board at Kepler Cheuvreux and Bernard Sabrier, government chair of Unigestion’s board, highlighted that this partnership is being pushed by means of shared ambition to “supply institutional buyers with subtle, leading edge answers adapted to the evolving marketplace panorama”.

They added: “The combo of Unigestion’s quantitative experience with Kepler Cheuvreux’s analysis, execution and distribution features, allows us to liberate distinctive synergies and be offering a particular, high-value proposition.”