James Inglis-Jones and Samantha Gleave 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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Anthony Cross has managed the Liontrust Special Situations and UK Smaller Companies Funds since launch and he started working with Julian Fosh at Liontrust in 2008. Julian has previously managed money at Scottish Amicable Investment Managers, Britannic Investment Managers, Scottish Friendly Assurance Society and Saracen Fund Managers. Victoria Stevens and Matt Tonge joined the team in 2015 to research and analyse investment opportunities primarily across the small cap universe. Alex Wedge joined the team in March 2020 from N+1 Singer.

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The Liontrust Global Equity team manages 18 active funds and has an average of 12 years’ investment experience between them. Led by Robin Geffen, who is the architect of the investment process, supported by James Dowey, the team manage a suite of actively managed funds in the form of global and specialised regional portfolios. The entire fund range is managed according to the same investment process, which is founded on collaborative idea generation, a culture of investing with conviction and three silo portfolio construction. The team transferred to Liontrust in October 2019 as part of the acquisition of Neptune Investment Management.

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Before joining Liontrust in early 2018, David Roberts and Phil Milburn worked together at Kames Capital for 14 years, where David was Head of the Fixed income team and Phil was Head of Investment Strategy. They launched one of the first strategic bond funds in 2003 and have been investing in high yield on a global basis since 2003. Donald Phillips was previously an investment manager in the Credit team at Baillie Gifford and worked with David and Phil at Kames Capital for three years.

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The acquisition by Liontrust of the Architas UK Investment Business on 30 October 2020 has created one of the most experienced and highly regarded multi-asset multi-manager teams in the UK market. The Architas UK Fund Management team consisting of Sheldon MacDonald, Nathan Sweeney, Mayank Markanday, Jen Causton and Shayan Ratnasingam joined Liontrust on 30 October and merged with the Liontrust Multi-Asset investment team. John Husselbee has been Head of the Multi-Asset team since 2013 and Sheldon MacDonald has become Deputy Head. Paul Kim, who has managed discretionary portfolios and multi-manager funds for more than 30 years and who also joined Liontrust in 2013, completes the team.

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Peter Michaelis & Simon Clements are the lead managers of the Liontrust Sustainable Future Equities Process. 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.

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Stuart Steven, Kenny Watson and Aitken Ross 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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