Global | Liontrust Asset Management PLC

Liontrust Global

Liontrust

“The appeal of Liontrust to fund managers is that we do not have a chief investment officer and each team has the freedom to invest according to their own distinct process and market views. Our fund managers want to be investors, not just allocators of capital” John Ions, Chief Executive, Liontrust

Welcome to Liontrust Global. On this page, you can read all about Liontrust, our investment teams, each team’s investment process, performance track records and the funds they manage

About Liontrust

We have created an environment for our investment teams so that they can focus on running money and not get distracted by other day-to-day aspects of running a fund management business, particularly administration.


Our brand values represent the culture of the business: independence, excellence and ethics. To find out more click here.

Liontrust Global Fund Teams

The Asia team
The Asia team
Mark Williams (right), Carolyn Chan (centre) & Shashank Savla (left)

Mark Williams, Carolyn Chan and Shashank Savla have more than 60 years of combined experience in analysing Asian companies. Mark, with 24 years’ experience in investing, has previously run funds at F&C and Occam. Carolyn has 25 years of experience and was previously at Hampton Investment Management.

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Liontrust Cashflow Solution team
The Cashflow Solution Team
James Inglis-Jones & Samantha Gleave

James Inglis-Jones and Samantha Gleave have over 40 years of combined experience and first worked together in 1998. James has previously managed money at Fleming Investment Management, JP Morgan Fleming and Polar Capital while Samantha formerly worked at Sutherlands Limited, Fleming Investment Management, Credit Suisse First Boston and Bank of America Merrill Lynch.

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The Economic Advantage team
The Economic Advantage Team
Anthony Cross (centre-left), Julian Fosh (centre-right), Victoria Stevens (right) & Matt Tonge (left)

Anthony Cross, Julian Fosh, Victoria Stevens and Matt Tonge have over 60 years of combined investment experience. Anthony was previously at Schroders and Julian was at Saracen Fund Managers. Victoria Stevens was previously deputy head of corporate broking at FinnCap and Matt Tonge was formerly an award winning trader.

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Global Equity Team
The Global Equity Team
Robin Geffen (right) and James Dowey (left)

The Liontrust Global Equity team manages 19 active funds and has an average of 12 years’ investment experience between them. Led by Robin Geffen and supported by James Dowey, the team manage a suite of actively managed funds in the form of global and specialised regional portfolios. 

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The Global Fixed Income team - David Roberts, Phil Milburn & Donald Phillips
The Global Fixed Income Team
David Roberts (left), Phil Milburn (right) & Donald Phillips (centre)

David Roberts (left), Phil Milburn (right) and Donald Phillips (centre), who all joined Liontrust in early 2018, have more than 60 years of joint investment experience. Before joining Liontrust, David and Phil worked together at Kames Capital for 14 years, where David was Head of the Fixed income team and Phil was Head of Investment Strategy.

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The Sustainable Investment team - Equities
The Sustainable Investment Team - Equities
Peter Michaelis (centre), Simon Clements (right) & Neil Brown (left)

Peter Michaelis and Simon Clements are the lead managers of the team. The team transferred to Liontrust from Alliance Trust Investments (ATI) in April 2017 and were previously running the Sustainable Future Fund range at Aviva Investors. Peter was previously Head of SRI at Aviva Investors and has been running the funds since their launch in 2001.

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The Sustainable Investment team - Fixed Income
The Sustainable Investment Team - Fixed Income
Stuart Steven (centre), Kenny Watson (left) & Aitken Ross (right)

Stuart Steven, Kenny Watson and Aitken Ross have more than 50 years of combined investment experience in managing fixed income. They transferred to Liontrust from ATI in April 2017. Stuart was previously Investment Director at Scottish Widows Investment Partnership. Kenny was formerly at Ignis Asset Management where he was responsible for the sub investment grade bond portfolios. Aitken started his career in the graduate scheme at ATI.

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Introduction to Liontrust

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Contact our sales team

International sales
James Beddall
James Beddall

Head of International Sales

Email:  james.beddall@liontrust.co.uk

Mobile:  +352 621 379 339

Bernhard Klocke
Bernhard Klocke

International Sales Director

Email:  bernhard.klocke@liontrust.co.uk

Mobile:  +49 (0)1726849358

Antonio Forte
Antonio Forte

International Sales Director

Email:  antonio.forte@liontrust.co.uk

Direct Line:  +352 28261772

Mobile:  +352 621 287 688

Valentine Bugeja
Valentine Bugeja

International Sales Director

Email:  valentine.bugeja@liontrust.co.uk

Mobile:  +41 79 109 4900

Gonzalo Thome
Gonzalo Thomé

International Sales Director

Email:  gonzalo.thome@liontrust.co.uk

Mobile:  +34 637 893 778

Tristan Grossetete
Tristan Grossetete

International Sales Manager

Email:  tristan.grossetete@liontrust.co.uk

Direct Line:  +44 (0)2032490153

Katherine Storey
Katharine Storey

International Client Service Manager

Email:  katharine.storey@liontrust.co.uk

Direct Line:  +44 (0)20 7412 1720

Henrik Hietanen
Henrik Hietanen

International Client Services Executive

Email:  henrik.hietanen@liontrust.co.uk

Direct Line:  +44 (0)203 908 8746

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