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World Market Review Roadshow

Presentations and useful information

If you attended one of the 50 venues throughout the UK for the Liontrust World Market Review roadshow, we thank you for taking the time and hope you found the presentations useful and insightful.

If you were unable to join us on the roadshow, we are sorry we missed you. 

On this page, you can find the roadshow presentations. These included the latest investment insights from the Liontrust Multi-Asset team and how their funds and portfolios are positioned given the current political, economic and market environment. 

We also discussed the reasons for the growth of sustainable investment, the different approaches to ESG, the regulatory requirements that advisers need to comply with, why this type of investment needs to be part of suitability and how it can enhance investment performance.

On the roadshow, we discussed the reduction we have made to the discretionary fund management (DFM) fees for our three Managed Portfolio Service (MPS) and three Wealth Solutions Service (WSS) ranges. Also on this page is a four-page document detailing the fee reductions, what makes the proposition distinct, and the partnership between Liontrust and advisers.

If you would like more information about any issues discussed on the roadshow or our fund and portfolio ranges, please contact one of our sales team listed below.

Download key literature

Meet the team

The Liontrust Multi-Asset investment team is one of the most experienced and highly regarded in the UK market. The Multi-Asset team comprises John Husselbee (Head of the Multi-Asset Investment team), James Klempster (Deputy Head), Paul Kim, Mayank Markanday and Jen Causton, along with a four-strong Multi-Asset investment support team headed by Adrian Holmes. The team has more than 100 years of investment management experience between them. John was a co-founder and CIO of North Investment Partners before joining Liontrust in 2013 and was previously Director of Multi-Manager Investments at Henderson Global Investors. James joined in 2021 from Momentum Global Investment Management where he was Director of Investment Management. Before moving to Liontrust in 2013, Paul was Research Director at Investment Manager Selection (IMS Ltd).  Mayank and Jen were previously at Architas and joined Liontrust as part of the acquisition of its UK Investment Business in 2020.

Find out more
Meet the tea

Our 5 step investment process

Strategic asset allocation
Among the factors they analyse, the fund managers collate and study historical returns and volatilities of a range of asset classes, as well as their correlations with each other, and the pathway of future interest rates to determine the SAA that should meet the volatility target of the fund or portfolio over the long-term. The SAA is essentially the default asset allocation should the fund managers have no views about the relative attractiveness of different asset classes.
Tactical asset allocation
The primary aim of the tactical asset allocation (TAA) is to increase exposure to an asset class when it looks cheap and reduce exposure when it appears expensive; the fund managers’ focus is on valuations rather than market timing. They believe it is important to supplement the long-term benefits of the SAA with the flexibility to take advantage of valuation opportunities in the shorter term.
Fund selection
We hold a range of funds and fund managers, including active, passive and alternative investment strategies. The fund managers believe the key elements that should underpin fund selection are: investment process, fund manager experience, fund manager knowledge and fund manager incentive (including remuneration).
Portfolio construction
The fund managers want to ensure the underlying funds are exposed to the segment of the market they feel has the most potential for outperformance while reducing unintended risk. Therefore, they consider how each holding interacts with each other in terms of correlation, risk and return to ensure the benefits identified at the holding and sector levels are not diversified away when grouped together at the fund level.
Monitoring, review and risk management
The Liontrust Multi-Asset team is given regular updates, including in-depth data, on the underlying funds to ensure they are being managed according to their stated objectives and investment processes. This includes attribution analysis to show the underlying funds do not experience style drift and remain within their stated risk parameters. We gain access to the underlying fund managers to probe their thinking and evaluate their continued commitment.

Funds managed by the team

Multi-Asset Fund Sales

James Bampton
James Bampton

Head of Multi-Asset Sales

Email: james.bampton@liontrust.co.uk
Mobile: +44 (0)7775 015460
Jonathan Arthur
Jonathan Arthur

Head of Client Investment Strategy - Multi-Asset

Email: jonathan.arthur@liontrust.co.uk
Mobile: +44 (0)7775 018126
Kieron McLoughlin
Kieron McLoughlin

Regional Sales Manager, Multi-Asset South East

Email: kieron.mcloughlin@liontrust.co.uk
Mobile: +44 (0)7920 780402
Kiran Alonso
Kiran Alonso

Regional Sales Manager, Multi-Asset London and Northern Home Counties

Email: kiran.alonso@liontrust.co.uk
Mobile: +44 (0)7795 656 446
Stuart Palmer
Stuart Palmer

Regional Sales Manager, Multi-Asset South West / Wales

Email: stuart.palmer@liontrust.co.uk
Mobile: +44 (0)7795 641674
Nick Davison
Nick Davison

Regional Sales Manager, Multi-Asset Midlands / North East

Email: nick.davison@liontrust.co.uk
Mobile: +44 (0)7875 734116
Jamie Stafford
Jamie Stafford

Regional Sales Manager, Multi-Asset Midlands & North Wales

Email: jamie.stafford@liontrust.co.uk
Mobile: +44 (0)7784 832181
Rebecca Conafray
Rebecca Conafray

Regional Sales Associate, Multi-Asset

Email: rebecca.conafray@liontrust.co.uk
Direct Line: +44 (0)20 3908 8627
Mobile: +44 (0)7342 084852

Multi-Asset Portfolios Sales

Mark Keogh
Mark Keogh

Head of MPS Sales

Email: mark.keogh@liontrust.co.uk
Direct Line: +44 (0)20 7412 1774
Mobile: +44 (0)7826 210966
Graeme Southern
Graeme Southern

Regional Sales Manager North of England and Scotland

Email: graeme.southern@liontrust.co.uk
Mobile: +44 (0)7580 901255
Carol Hyner
Carol Hyner

Regional Sales Manager South East / East Anglia

Email: carol.hyner@liontrust.co.uk
Mobile: +44 (0) 7741 064501
Katie Hammond
Katie Hammond

Sales Support MPS

Email: katie.hammond@liontrust.co.uk
Direct Line: +44 (0)20 7412 1785