Heads of Department

About Ross

Ross has worked at Liontrust since 2016 and has worked in Investment Management technology since 2006.   Prior to Liontrust, Ross worked at Eze Software Group who provide investment management software, having started his career on the technology graduate scheme at Centrica.  Ross holds an MA (Distinction) in Information Technology and a BEng (Hons) in Mechanical Engineering, both from Nottingham University. In addition, he holds the CFA Society of the UK Investment Management Certificate.

About Edward

Edward is Chief Risk Officer at Liontrust where he is responsible for the management of risk issues within the Liontrust Group of Companies, implementing procedures and controls, to effectively manage the risks inherent within Liontrust. He graduated in 1998 with a Physics degree from Imperial College, London. He joined the Group’s fund management department as a quantitative analyst later that year. Edward worked with Liontrust’s fund managers in producing the quantitative research behind the investment processes. He completed his CFA in 2002 and went on to head up the Group’s quantitative research and portfolio risk team from 2004 to 2011.

About Ian

Ian joined Liontrust in February 2017 as Head of Global Distribution, having previously been Sales and Marketing Director at Miton Group. From 2007 to 2013, Ian was Managing Director of PSigma Asset Management, a UK equity income boutique that he co-founded, and before that was Managing Director of Credit Suisse’s UK Retail fund management business. Ian was also with Henderson for eight years and has an English degree from Leeds University.

About Louise

Louise joined Liontrust in October 2022 as Head of Human Resources, having previously been in the same role for Santander Asset Management, UK. Before that Louise was the Group Head of Performance and Engagement at TP ICAP. She has over 25 years HR experience in Financial Services based in London and supporting global and EMEA businesses.

About Simon

Simon joined Liontrust in July 2008 having been a financial journalist for 10 years and winning both the IMA Freelancer of the Year and AIC Freelancer of the Year Awards twice. Prior to becoming a freelance journalist in 2002, Simon was Special Correspondent at Citywire and Editor of International Financial Adviser. Simon is Chair of the IA’s Investor Communications Working Group, has an MA degree in War Studies from King’s College London and a BA degree in Modern History and Economics from Manchester University.

About Martina

Martina has worked at Liontrust since 2013. She joined as Senior Manager, Transfer Agency, and now works with outsource providers to ensure all Liontrust clients receive a high level of service, along with managing all regulatory change projects for Liontrust’s funds. Prior to Liontrust, Martina spent 15 years working for International Financial Data Services UK (IFDS) in a number of managerial roles, latterly being a Lead Client Relationship Manager. Prior to IFDS (UK) Martina also held a number of different roles during her 17 year employment with Coutts & Co Bank in London, covering all aspects of Branch Banking, International Banking and Securities.

About Martin

Martin is the Chief Compliance Officer for Liontrust and also the Money Laundering Reporting Officer. Martin joined Liontrust in 2008 having previously worked at Olympia Capital Ireland and PFPC International. Martin graduated with a First Class Honours Degree in International Business and Languages from Dublin City University in 2001 and has been employed in the Financial Services industry since then.

About Matthew

Matt McLoughlin is a Partner & Chief Commercial Officer at Liontrust Asset Management, where he manages the execution across all asset classes. He has over 15 years of financial markets experience.  Matt started his career in the UK government’s economic and finance ministry, HM Treasury, before moving to AIG Investments, where he managed Fixed Income funds.  He then spent six years as a Senior Trader at Hedge Fund RAB Capital before moving to Legal & General Investment Management where he traded Global Equities and Derivatives prior to his 2015 shift to Liontrust to run the Trading Desk.  Matt has a degree in Economics from The University of Surrey and passed the Investment Management Certificate in 2006. He is a Director of the Plato Partnership, a member of The UK Investment Association’s Buyside Trading Committee and his desk have won numerous awards including being named Mid-Cap Trading Desk of the Year.

About Tony

Tony, who joined Liontrust in 2005, qualified as an accountant (FCCA) with PwC in 2001, specialising in the asset management sector. Tony previously worked for Ivory & Sime Plc and the WM Company in Edinburgh as an investment accountant and performance measurement analyst. He graduated in 1993 from the University of Leeds with a BA in Economics.

About Clare

Clare joined Liontrust in 2018, having previously been Head of Investment Funds at Barclays Bank. Before that, she was Director at BlackRock, where she spent seven years working in Strategic Product Management. She has also worked for Henderson Global Investors and started her career at PWC, where she qualified as a Chartered Accountant. 

About Cindy

Cindy Rose was formerly Head of Responsible Capitalism at Majedie Asset Management and has 23 years’ industry experience. Before joining Majedie in August 2019, Cindy was Head of ESG, Clients and Products at Aberdeen Standard Investments and before that she co-headed Stewardship at Aberdeen Asset Management. At ASI and predecessor companies, Cindy has been responsible for a wide range of ESG and active ownership responsibilities, including client and company engagement, designing ESG integration platforms and SRI product development. Previously, she also worked as a trial clerk at the US Tax Court in Washington, D.C. Cindy holds an MSc in Comparative Literature from the University of Edinburgh and is IMC qualified.

About Chris

Chris joined Liontrust as part of the acquisition of Majedie where he served as CFO and COO for eleven years. Prior to joining Majedie, he worked for seven years as a fund manager at Majedie Investments PLC where he managed the investment of UK and global equity mandates. Chris also served as a non-executive director at Majedie Asset Management. Between 1999 and 2004 he was a manager at Deloitte LLP, specialising in audit and advisory of asset management companies. He holds a BA in Industrial Economics from the University of Nottingham and is a member of the ICAEW.

About Neale

Neale Soffe is a partner of Liontrust Investment Partners LLP and Head of Operations at Liontrust joining in October 2011 having held the same position at Occam Asset Management since October 2007. Before joining Occam, Neale spent seven years as Head of Operations for Thames River Capital. Neale started his career at Philipp and Lion, members of the LME, and later spent 12 years working in Investment Operations at Henderson Global Investors. Neale has been a registered representative and a participating member of the SWIFT advisory group on OTC derivative processing and is the current deputy chair of the The UK Investment Association’s Investment Operations committee.