Investment Companies

A leading full service Investment Companies team, led by some of the most experienced professionals in the sector.

The team is ideally placed to help listed fund clients best position themselves to capture investor attention and achieve their growth potential. We have over 15 corporate clients and have successfully executed nine IPOs in the past 5 years.

Our clients benefit from thought leading coverage from our number 1 ranked Research team, led by Anthony Leatham who spent a decade at Investec Wealth on the buyside before joining us, with extensive MiFID II distribution of our product to over 2.600 investors. Distribution has a comprehensive set of national relationships across all investor types in the sector, with a particular focus on distribution into discretionary wealth managers and retail investors (the latter via our proprietary REX platform). Our Trading operation is truly market leading, blending deep personal experience and investment in technology to deliver the highest share of volumes across the sector.

Our overarching principle is to work in close co-operation with our clients, recognising both the opportunities and challenges of the listed closed-end fund sector. We work together as an integrated team in order to leverage the best of our joined-up broking model, both within the Investment Companies sector and across all of Peel Hunt, for our clients’ benefit.

Highlights for Investment companies

18
No. of Clients
2,600
Number of investors subscribing for Research
14
Average no. of Years’ Experience of the Senior Team

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Contact us

Luke Simpson

Head of Investment Companies – Investment Banking