Edward Catton joined Liontrust as a quantitative analyst in 1998 after graduating with a Physics degree from Imperial College, London and completed his CFA in 2002. He headed up Liontrust’s quantitative research and portfolio risk team from 2004 to 2011 and became Head of Risk in 2011. Edward is a Director of Liontrust Global Funds Plc.

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.

Jeff has worked at Liontrust since 1998. He joined as Head of Investor Services to run the in-house dealing and administration teams until Liontrust outsourced these functions to third party administrators. Jeff now focuses on working with the outsource providers to ensure Liontrust clients receive a high level of service. Prior to Liontrust, Jeff worked as London Sales Manager for Lincoln National, as Head of Dealing at Prudential Holborn and prior to that was with Fidelity in a number of dealing, administrative and sales related roles.

Ross transferred to Liontrust from Alliance Trust Investments (ATI) in April 2017. He joined Alliance Trust in 2012 where he was Human Resources Director for the wider Group. Ross has worked in Financial Services since 2000 when he joined Scottish Widows Investment Partnership. He has also spent time in a variety of HR roles working within Central Government and the legal profession.

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 Retail Marketing Committee, has an MA degree in War Studies from King’s College London and a BA degree in Modern History and Economics from Manchester University.

Martin, who is also the Money Laundering Reporting Officer, joined Liontrust in 2008 and has over 14 years’ experience in the investment management industry having previously worked at Olympia Capital Ireland and PFPC International. Martin graduated in 2001 with a First Class Honours Degree in International Business and Languages from Dublin City University. 

David has worked at Liontrust since 1997. He initially worked in Investment Operations and IT and now focuses primarily on IT as Head of Technology. Prior to Liontrust, David worked in Investment Operations at HSBC Asset Management (Europe) Limited for eight years before joining Winterthur Life as Deputy Investment Administration Manager for almost three years.

Matthew McLoughlin joined Liontrust in 2015 and has over 12 years of financial markets experience. Matthew started his career at AIG Investments, where he spent three years as a Junior Fixed Income Fund Manager. He then spent just under 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 before moving to Liontrust. Matthew is a Member of The UK Investment Association’s MIFID II Best Execution Working Group and was named as one of the Top 40 Traders Under 40 in Europe by The Trade Magazine in 2015 and 2016.  Matthew has an Economics degree from The University of Surrey and passed the Investment Management Certificate in February 2006.

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.

Neale Soffe became Head of Operations at Liontrust 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.