Krzysztof Owerkowicz

Krzysztof Owerkowicz Krzysztof Owerkowicz co-founded Pakenham Partners in 2011.

Krzysztof previously worked as Senior Vice President in Jefferies’ Financial Institutions Group in London and has 13 years of industry experience.  Krzysztof joined Putnam Lovell in 2002, then Jefferies as part of its 2007 acquisition of Putnam Lovell.  Krzysztof’s transactions include:

At Pakenham Partners

  • Vestra Wealth LLP’s sale of a significant majority stake to LGT
  • Zedra’s acquisition of Barclays Wealth & Investment offshore trust business
  • Aberdeen Asset Management’s acquisition of Parmenion Capital Partners
  • Aberdeen Asset Management’s acquisition of Arden Asset Management
  • Aberdeen Asset Management’s acquisition of FLAG Capital Management
  • The sale of a minority interest in Forum Partners Investment Management to La Française, an affiliate of Crédit Mutuel Nord Europe
  • The sale of a minority interest in Kairos Investment Management to Julius Baer
  • Taylor Young Investment Management’s sale to Rathbone Brothers plc
  • Hermes BPK’s acquisition of the Caliburn Greater China Fund
  • RM Walkden & Co Ltd’s sale to Rathbone Brothers plc
  • The management buy-out of Blevins Franks Financial Management Limited
  • NewSmith Capital Partners LLP’s sale of a 40% interest in NewSmith LLP to Sumitomo Trust and Banking Co, Ltd
  • NLP Financial Management Limited’s acquisition of Birchwood Investment Management Limited
  • Blevins Franks Group’s acquisition of Siddalls France from IFG Group plc
  • Old Mutual Wealth’s acquisition of Quilter Cheviot
  • Sumitomo Mitsui Trust & Bank’s sale of NewSmith LLP to Man Group plc

Prior to founding Pakenham Partners

  • Thames River Capital’s sale to F&C Asset Management
  • Nordea’s Italian joint venture with Vegagest
  • New Star Asset Management’s sale to Henderson Global Investors
  • Longacre Fund Management LLC’s sale of a minority interest to Goldman Sachs’ Petershill Fund
  • Robeco’s sale of its fixed income divisions to Morgan Stanley and Lehman Brothers
  • Vision Investment Management (Hong Kong)’s sale of a 40% stake to IFIL Investments (Italy)
  • Citizens Advisers’ sale to Sentinel Investments
  • Sale of Chanin Capital Partners to Duff & Phelps
  • Bank of Ireland Asset Management’s acquisition of Guggenheim Alternative Asset Management
  • Sale of Deutsche Bank’s Scudder Private Investment Counsel to Legg Mason and to Eaton Vance
  • Sale of AR Schmeidler & Co to Hudson Valley Bank
  • Sale of Skandinaviska Enskilda Banken’s US asset management business to management

Before joining Putnam Lovell in 2002, Krzysztof spent three years working in strategic consulting at McKinsey & Co. and William Kent International.  Krzysztof received his MBA from the Haas School of Business at the University of California, Berkeley and he received his master’s and bachelor’s degrees from Harvard University.