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Unigestion and Kepler Cheuvreux announce a strategic partnership in public equities asset management

Unigestion and Kepler Cheuvreux announce a strategic partnership in public equities asset management

Kepler Cheuvreux and Unigestion have entered into a strategic partnership to establish a joint asset management company specialising in quantitative strategies for public equities.

This partnership, which will manage over EUR 3 billion in assets, represents a major milestone in the shared ambition of both groups: to establish a leading player in the liquid asset management market. By combining innovation and complementary expertise, particularly in research and portfolio construction, this initiative will also benefit from Kepler Cheuvreux’s commercial strength.

Strategic synergies for a comprehensive and diversified offering

Backed by strong expertise and a solid track record, the newly formed Kepler Cheuvreux Unigestion Equities entity will leverage the respective strengths of both partners:

On the one hand, Unigestion brings its quantitative and qualitative public equities expertise, enhancing Kepler Cheuvreux’s well-established research capabilities. This partnership merges fundamental and quantitative research approaches, optimising portfolio management while diversifying and expanding the range of investment strategies.

On the other hand, Kepler Cheuvreux contributes its sales force of over 130 professionals and a network of more than 1,300 institutional clients across Europe, the United States, and the Middle East.

A shared identity

This collaboration is built on a common foundation between Kepler Cheuvreux and Unigestion: a strong historical presence in equity markets, deep knowledge of institutional clients’ needs, a longstanding multi-local presence, and an entrepreneurial culture focused on innovation.

Aligned with their shared commitment to responsible investment, both entities integrate ESG criteria into their management processes and maintain an active dialogue with the companies in their portfolios.

A two-step approach

In the first phase, Unigestion will transfer over EUR 3 billion in assets under management in the form of mandates and investment funds, while integrating its entire equities team within Kepler Cheuvreux’s operational infrastructure.

In the second phase, the two partners intend to create a new jointly-owned entity alongside the management team, with the objective of accelerating the development of this business, notably through external growth initiatives.

Laurent QUIRIN, Chairman of the Supervisory Board at Kepler Cheuvreux and Bernard SABRIER, Executive Chairman of the Board at Unigestion stated:
“This partnership is driven by a shared ambition: to provide institutional investors with sophisticated, innovative solutions tailored to the evolving market landscape. The combination of Unigestion’s quantitative expertise with Kepler Cheuvreux’s research, execution and distribution capabilities, enables us to unlock unique synergies and offer a distinctive, high-value proposition.”

This transaction is subject to regulatory approval.

About Kepler Cheuvreux

Kepler Cheuvreux is a leading independent European financial services company that specialises in Research, Execution, Fixed Income and Credit, Structured Solutions, Corporate Finance, and Asset Management.

The group employs around 600 people and is present in 14 major financial centres in Europe, the US, and the Middle East: Amsterdam, Brussels, Dubai (DIFC), Frankfurt, Geneva, London, Madrid, Milan, New York, Oslo, Paris, Stockholm, Vienna, and Zurich.

Group key figures:

About Unigestion

Unigestion is an international boutique asset manager with $15bn* in assets under management and 10 offices across Europe, North America and Asia. For more than 50 years we have provided innovative investment solutions for institutional clients and high net worth individuals worldwide.

We believe that intelligent risk-taking is key to delivering consistent returns over time. This core conviction underpins our investment approach across our private equity, equities and wealth management businesses.

Unigestion’s ownership structure ensures our business is aligned with the needs of our stakeholders. Our largest shareholder is the Famsa Foundation, a Swiss foundation established by our Chairman Bernard Sabrier in 2011 to make substantial contributions to a wide range of projects in the charitable, educational, cultural and medical fields. Employees and clients are also represented as shareholders.

*Source: Unigestion 31.12.24

Contacts

Kepler Cheuvreux

Romain TURQUEM
Group Head of Marketing & Communication
Tel: +33 1 70 39 74 84
Mobile: +33 6 16 56 19 76

rturquem@keplercheuvreux.com
media@keplercheuvreux.com

Unigestion

Alicia WYLLIE
Head of Corporate Communications
Tel: +44 (0) 207 529 5250
Mobile: +44 (0) 7557 531 068

awyllie@unigestion.com

Important Information

INFORMATION ONLY FOR YOU
This document has been prepared for your information only and must not be distributed, published, reproduced or disclosed (in whole or in part) by recipients to any other person without the prior written consent of Unigestion. It is neither directed to, nor intended for distribution or use by, any person or entity who is a citizen or resident of, or domiciled or located in, any locality, state, country or jurisdiction where such distribution, publication, availability or use would be contrary to law or regulation.

NOT A RECOMMENDATION OR OFFER
The information and data presented in this document may discuss general market activity or industry trends but is not intended to be relied upon as a forecast, research or investment advice. It is not a financial promotion and represents no offer, solicitation or recommendation of any kind, to invest in the strategies or in the investment vehicles it refers to. Some of the investment strategies described or alluded to herein may be construed as high risk and not readily realisable investments, which may experience substantial and sudden losses including total loss.

ASSESSMENTS
Unigestion may, based on its internal analysis, make assessments of a company’s future potential as a market leader or other success.  There is no guarantee that this will be realised.

NO REPRESENTATION, INFORMATION SUBJECT TO CHANGE
The investment views, economic and market opinions or analysis expressed in this document present Unigestion’s judgement as at the date of publication without regard to the date on which you may access the information. There is no guarantee that these views and opinions expressed will be correct nor do they purport to be a complete description of the securities, markets and developments referred to in it. All information provided here is subject to change without notice.

Data and graphical information herein are for information only and may have been derived from third party sources. Unigestion takes reasonable steps to verify, but does not guarantee, the accuracy and completeness of information from third party sources. As a result, no representation or warranty, expressed or implied, is or will be made by Unigestion in this respect and no responsibility or liability is or will be accepted.

This document may contain forward-looking statements, including observations about markets and industry and regulatory trends. These reflect Unigestion’s views as of the date of this document with respect to possible future events and are subject to a number of risks and uncertainties, including, but not limited to, the impact of competitive products, market acceptance risks and other risks.

Legal Entities Disseminating This Document

UNITED KINGDOM
This material is disseminated in the United Kingdom by Unigestion (UK) Ltd., which is authorized and regulated by the Financial Conduct Authority (“FCA”). This information is intended only for professional clients and eligible counterparties, as defined in MiFID directive and has therefore not been adapted to retail clients.

UNITED STATES
In the United States, Unigestion is present and offers its services in the United States as Unigestion (US) Ltd, which is registered as an investment advisor with the U.S. Securities and Exchange Commission (“SEC”) and/or as Unigestion (UK) Ltd., which is registered as an investment advisor with the SEC. All inquires from investors present in the United States should be directed to clients@unigestion.com. This information is intended only for institutional clients that are qualified purchasers as defined by the SEC and has therefore not been adapted to retail clients.

EUROPEAN UNION
This material is disseminated in the European Union by Unigestion Asset Management (France) SA which is authorized and regulated by the French “Autorité des Marchés Financiers” (“AMF”).
This information is intended only for professional clients and eligible counterparties, as defined in the MiFID directive and has therefore not been adapted to retail clients.

CANADA
This material is disseminated in Canada by Unigestion Asset Management (Canada) Inc. which is registered as a portfolio manager and/or exempt market dealer in nine provinces across Canada and also as an investment fund manager in Ontario, Quebec and Newfoundland & Labrador. Its principal regulator is the Ontario Securities Commission (“OSC”). This material may also be distributed by Unigestion SA which has an international advisor exemption in Quebec, Saskatchewan and Ontario. Unigestion SA’s assets are situated outside of Canada and, as such, there may be difficulty enforcing legal rights against it.

SWITZERLAND
This material is disseminated in Switzerland by Unigestion SA which is authorized and regulated by the Swiss Financial Market Supervisory Authority (“FINMA”).

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