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Fund management teams

Cashflow Solution team

James Inglis-Jones and Samantha Gleave jointly manage the Cashflow Solution range of funds having first worked together in 1998. James previously managed funds at Fleming Investment Management, JP Morgan Fleming and Polar Capital. Samantha formerly worked at Sutherlands Limited, Fleming Investment Management, Credit Suisse First Boston and Bank of America Merrill Lynch.

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Economic Advantage team

Anthony Cross joined Liontrust from Schroders in 1997 and launched the UK Smaller Companies Fund a year later. Anthony’s co-managers on the Economic Advantage range of UK equity funds are Julian Fosh (formerly Scottish Amicable Investment Managers, Britannic Investment Managers, Scottish Friendly Society and Saracen Fund Managers), Victoria Stevens (who joined from FinnCap), Matt Tonge (previously on the Liontrust dealing desk), Alex Wedge (who joined from N+1 Singer) and Natalie Bell (previously on the Liontrust Responsible Capitalism team).  

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Sustainable Investment team

The 17-strong team has been managing the Sustainable Future funds for more than 21 years. The team is headed by Peter Michaelis who has been managing the funds since launch. The fund managers all joined from Alliance Trust Investments (ATI) as part of its acquisition and were previously running the Sustainable Future fund range at Aviva Investors. 

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Multi-Asset team

Headed by John Husselbee since joining Liontrust in 2013, the team comprises five investment managers and has combined experience of more than 100 years. Deputy Head James Klempster joined from Momentum Global Investment Management while Mayank Markanday and Jen Causton were previously at Architas. Paul Kim was at Investment Manager Selection (IMS Ltd) before joining Liontrust in 2013. 

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Global Equity team

The Global Equity team headed by Robin Geffen manages 10 global income, regional and emerging markets funds. The team moved to Liontrust in October 2019 as part of the acquisition of Neptune Investment Management. Robin has more than 40 years of investment experience including at Scottish Equitable and Orbitex Investments. 

 

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Global Fixed Income team

Before joining Liontrust in early 2018, Phil Milburn worked at Kames Capital for 14 years, where he was Head of Investment Strategy. Donald Phillips also joined Liontrust in 2018 and was previously an investment manager in the Credit team at Baillie Gifford and worked with Phil at Kames Capital for three years. Sharmin Rahman joined Liontrust in August 2022 having previously worked at AXA Investment Managers where she had been a Senior Portfolio Manager and Analyst in the European High Yield team. Emma Veitch joined Liontrust in July 2022 having previously worked at Aegon Asset Management before taking a career break. 

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Global Fundamental team

Headed by James de Uphaugh, the Global Fundamental team has a strong track record of active management of equities for institutional, intermediaries and their clients since 2002. Following the acquisition of Majedie Asset Management in 2022, the team brought their funds and expertise to Liontrust. 

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Global Innovation team

James Dowey, Storm Uru and Clare Clare Pleydell-Bouverie moved to Liontrust in October 2019 as part of the acquisition of Neptune Investment Management. James has also researched and taught the history of innovation at the London School of Economics. Storm joined Neptune in 2014, and, prior to this, graduated with an MBA in Finance at the University of Oxford in 2014. Prior to joining Neptune, Clare undertook third party research for private equity firms across a variety of industries. 

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