Fundraising FoxKendar Advisors
Family officeLondon · 1 people tracked
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Investment thesis
Kendar Advisors operates as a private office for wealthy families, managing 100% of clients' liquid wealth to take a holistic view of their portfolios and risk. It centralises dealings with banks, lawyers, accountants and tax advisers, and offers asset consolidation, reporting, wealth planning and goals-based investing. Its advisory and discretionary services increasingly emphasise ESG and impact investing, including calculating and offsetting portfolio carbon footprints to run portfolios in a carbon-neutral way. The firm applies a rigorous 4Ps due diligence methodology (Product, People, Process, Performance) and takes a differentiated view on fees, arguing they should be fair and aligned with clients' interests.
Source: firm website, verified Aug 7, 2026.
Team · 1 people
from the firm's websiteDirector at Kendar Advisors Ltd with over 20 years of experience serving ultra-high-net-worth individuals, previously at J.P. Morgan Private Bank (heading a team advising UK non-domiciled clients on a $1.8 billion book) and Stanhope Capital. He holds a Master in Finance from the University of Lyon.
Principals & officers · per Companies House
what is this? ⓘDirector · French · since 2017
Etienne Olivier Henri Bertrand Goursaud De Merlis — 75–100% of shares, 75–100% of voting rights, right to appoint and remove directors
Frequently asked questions
- What sectors does Kendar Advisors focus on?
- Kendar Advisors focuses on Impact & Social Good, Sector Agnostic.
- Where is Kendar Advisors located?
- Kendar Advisors is headquartered in London, GB.
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