Wealth Manager - the site for professional investment managers

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Kames’ bond duo Roberts and Milburn join Liontrust

Kames’ bond duo Roberts and Milburn join Liontrust

Kames Capital’s ex-head of fixed income David Roberts and high yield specialist Phil Milburn are to join Liontrust Asset Management.

The departure of the pair from the Edinburgh-based firm was announced yesterday and Liontrust this morning told the stock market that they will launch Strategic Bond, High Yield Bond and Absolute Return Bond funds for them early next year.

Liontrust chief executive John Ions (pictured) said: ‘David Roberts and Phil Milburn will be an excellent addition to our existing seven fund management teams and we look forward to promoting them to our client base in the UK and Continental Europe. David and Phil are experienced fund managers, with a strong long-term track record of performance across a range of fixed income funds.

‘David and Phil's investment style means their funds provide diversification away from many of the other popular fixed income funds. Another attraction for us is the fact that David and Phil have a strong investor following, particularly among intermediary clients in the UK.’

He added: ‘The recruitment of David and Phil will not only expand our fund management capability but also strengthen further our fixed income proposition. Their investment style complements our sustainable fixed income team of Stuart Steven, Kenny Watson and Aitken Ross.’

Kames replaced Roberts and Milburn, who was head of fixed income investment strategy, with Stephen Snowden and Adrian Hull, who will co-run the team.

The Edinburgh-based firm also announced a broader reshuffle of its bond desk as Roberts' and Milburn's fund roles were reassigned among the team. 

 

 

 

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Wealth Manager Retreat 2017: size isn't everything

Wealth Manager Retreat 2017: size isn't everything

We asked our delegates at the Wealth Manager Retreat what they think about the recent wave of consolidation in the industry.

1 Comment Play CIO Tapes - part 3: 'passive funds are anti-capitalist'

CIO Tapes - part 3: 'passive funds are anti-capitalist'

Citywire recently gathered three of the UK's leading fund investment heads to discuss their hopes, fears and the issues that their jobs throw at them daily.

Play CIO Tapes: do investors have it as good as it gets?

CIO Tapes: do investors have it as good as it gets?

Citywire gathered three of the UK's leading fund investment heads to discuss what they fear and what makes them cheer about the year ahead

Read More
Your Business: Cover Star Club

Profile: Rathbone's Newcastle boss on the road to £1bn

Profile: Rathbone's Newcastle boss on the road to £1bn

Starting from zero assets on day one, Rathbone's Newcastle team now looks after just over £400 million in clients money

Wealth Manager on Twitter