KBI Global Investors (North America) Ltd

Overview

KBI Global Investors (North America) Ltd is the North American arm of a foreign-owned investment manager focused on institutional mandates. The firm runs portfolio management for investment companies, pooled investment vehicles and institutional clients, and it also operates as a registered representative of a broker-dealer. Investment activity is equity‑centric: the firm’s portfolio mix and managed SMA business show a clear preference for exchange‑listed equity exposures, delivered through both single‑security positions and listed funds. KBI Global Investors (North America) Ltd identifies as an active ESG investor, integrating environmental, social and governance considerations into its investment process across strategies. The firm uses a mix of fee structures—traditional percentage of AUM plus performance‑based fees—consistent with active and incentive‑aligned strategies. Its business and industry affiliations indicate a broader operating footprint that includes trustee/custody relationships, sponsor roles for pooled vehicles and connections to banking, insurance and accounting channels, reflecting the infrastructure needed to serve institutional and pooled‑vehicle clients.

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Public Holdings

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Location & Offices