Federated Hermes (UK) LLP

RIASEC RegisteredEst. 2013
Total AUM
$24.7B
Discretionary
$24.7B
100% of AUM
Avg account
$1.4B
Accounts
18
Employees
11
Advisory reps
9

Firm details

Headquarters
London,
CRD number
169087
Registered since
October 24, 2013
Custodians
STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles68.2%
  • Investment Companies16.85%
  • Sovereign Wealth Funds14.95%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Federated Hermes (UK) LLP operates as a limited liability partnership and is registered as an institutional registered investment adviser. The firm primarily serves institutional clients and charges fees based on a percentage of assets under management and other arrangements. Its advisory mandate centers on portfolio management for investment companies, pooled investment vehicles and for businesses or institutions. Federated Hermes (UK) LLP also engages as a CPO/CTA and holds industry affiliations that include broker-dealer activities, trust company roles and sponsorship or management roles in pooled investment vehicles. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 98%, State & Local Bonds 1%, Cash & Cash Equivalents 1%98%
  • Investment Grade Corp Bonds98%
  • State & Local Bonds1%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 5
  • Dennis Gepp

    Dennis Gepp

    Managing Director and Chief Investment OfficerCRD 6248621

  • Judith Benson

    COO & CCOCRD 6248623

  • Ian Kennedy

    Ian Kennedy

    Chief Operating OfficerCRD 6566903

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Contacts

3 of 4
  • Michael Boyce

    MemberCRD 6039763

  • Ronan Walsh

    MemberCRD 6039764

  • Richard Novak

    Richard Novak

    Vice PresidentCRD 2901271

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
150 Cheapside
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth