Liontrust  

Liontrust's David Roberts retires after three decades in industry

Liontrust's David Roberts retires after three decades in industry
 

David Roberts is to retire from Liontrust this summer after 30 years in the fund management industry.

Roberts will step back from investment management over the next few months with a view to retire from August.

He currently co-manages the Liontrust Strategic Bond, GF Strategic Bond and GF Absolute Return Bond Funds, as well as assisting with management of the Liontrust GF High Yield Bond Fund over the past four years.

Roberts joined Liontrust in January 2018 alongside Phil Milburn and Donald Philips to create the group’s fixed income team.

“I have had a fantastic career and feel privileged to have been able to invest in fixed income markets for so many years on behalf of clients,” Roberts said.

“This is a good time for me to retire and for Phil and Donald to take advantage of the investment opportunities ahead without me.”

Roberts joined Liontrust from Kames Capital where he was head of fixed income. He has also held roles at Britannia Investment Managers and the treasury department at Lloyds Bank.

John Ions, chief executive at Liontrust, said: “I want to thank David for establishing a strong global fixed income team at Liontrust and being a careful and dedicated custodian of investors’ money, not just at Liontrust but throughout his career.

“David has been one of the leading bond fund managers for the past couple of decades and we wish him all the very best for his retirement.”

Milburn added: “It has been fantastic to have worked with David for the past 18 years and to have known him since 1997. I am proud of what we have achieved together.

“Donald and I are excited about this new cycle for fixed income markets and the opportunities this presents for our funds and therefore investors.”   

sally.hickey@ft.com