Profile
Kai Lepper currently works at Joh.
Berenberg, Gossler & Co. KG (Investment Management), as Portfolio Manager from 2024.
Mr. Lepper also formerly worked at Metzler Asset Management GmbH, as Portfolio Manager from 2015 to 2024 and Commerzbank AG (Private Banking), as Portfolio Manager in 2024.
Kai Lepper active positions
| Companies | Position | Start |
|---|---|---|
Joh. Berenberg, Gossler & Co. KG (Investment Management)
Joh. Berenberg, Gossler & Co. KG (Investment Management) Investment ManagersFinance JBG&Co actively manages portfolios invested in global equity, fixed-income, money-market instruments and derivatives, with a focus on European mid- and small-caps. On the fixed-income side, the firm specializes in total-return and benchmark concepts in government bonds, mortgage bonds, financial bonds and corporate bonds. JBG&Co's investment approach is based on modern portfolio theory with a long-term outlook. The investment process is research-driven and bases decisions on quantitative data analysis and qualitative fundamental research. | Portfolio Manager-Equities | 31/10/2024 |
Former positions of Kai Lepper
| Companies | Position | End |
|---|---|---|
Commerzbank AG (Private Banking)
Commerzbank AG (Private Banking) Investment ManagersFinance Commerzbank PB tailors their investment strategies to their clients' profile and employs a holistic approach to wealth management. They focus on capital preservation, transmission and long-term growth by providing personalized asset management services and offering a wide range of investment products | Portfolio Manager-Equities | 31/10/2024 |
Metzler Asset Management GmbH
Metzler Asset Management GmbH Investment ManagersFinance MAM is an active manager which offers a range of equity, bond and multi-asset products. The firm makes equity investments with a mid- to long-term outlook and across geographical borders with a focus on European markets. Their core expertise also includes growth- and value-oriented strategies, European small-caps and Japanese equity. In terms of fixed-income MAM's expertise covers money-market instruments, European and global bonds as well as US and high-yield issues. | Portfolio Manager-Equities | 29/02/2024 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Metzler Asset Management GmbH
Metzler Asset Management GmbH Investment ManagersFinance MAM is an active manager which offers a range of equity, bond and multi-asset products. The firm makes equity investments with a mid- to long-term outlook and across geographical borders with a focus on European markets. Their core expertise also includes growth- and value-oriented strategies, European small-caps and Japanese equity. In terms of fixed-income MAM's expertise covers money-market instruments, European and global bonds as well as US and high-yield issues. | Finance |
Joh. Berenberg, Gossler & Co. KG (Investment Management)
Joh. Berenberg, Gossler & Co. KG (Investment Management) Investment ManagersFinance JBG&Co actively manages portfolios invested in global equity, fixed-income, money-market instruments and derivatives, with a focus on European mid- and small-caps. On the fixed-income side, the firm specializes in total-return and benchmark concepts in government bonds, mortgage bonds, financial bonds and corporate bonds. JBG&Co's investment approach is based on modern portfolio theory with a long-term outlook. The investment process is research-driven and bases decisions on quantitative data analysis and qualitative fundamental research. | Finance |
Commerzbank AG (Private Banking)
Commerzbank AG (Private Banking) Investment ManagersFinance Commerzbank PB tailors their investment strategies to their clients' profile and employs a holistic approach to wealth management. They focus on capital preservation, transmission and long-term growth by providing personalized asset management services and offering a wide range of investment products | Finance |
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