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 is a UK‑based limited liability partnership focused on institutional portfolio management. The firm’s advisory work centers on running pooled vehicles and investment-company mandates and providing portfolio management for businesses and institutions. Its product and mandate mix tilts toward fixed‑income management, with a clear emphasis on investment‑grade corporate bonds as a core allocation. The firm is also structured to act as a sponsor or manager of pooled investment vehicles and maintains CPO/CTA activities alongside other industry roles such as broker‑dealer and trust company relationships. Federated Hermes (UK) LLP charges fees on a percentage‑of‑AUM basis (along with other fee arrangements by mandate) and services a small number of large institutional clients rather than a broad retail base. The firm is not flagged as an active ESG investor in the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices

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