ULT HOLDINGS
Through rigorous analysis and consistent approach, we are able to identify opportunities and manage risks effectively. Our structured framework helps us navigate market complexities and deliver sustainable,long-term performance for our investors.
Get StartedAbout Us
built on a foundation of innovation and a distinctive approach to managing assets
We're a dynamic investment firm built on a foundation of innovation and a distinctive approach to managing assets. Established with a vision for growth, we are proudly independent, driven by a team of experts who prioritize client success. Since our inception, we've made our mark with a presence in key financial hubs.
- We design personalized strategies that align with the unique financial goals of each client
- Decades of consistent performance and market expertise have built trust with investors across a range of industries
- As an independent firm, we are free from corporate constraints, allowing us to be nimble and responsive in a rapidly changing financial landscape.
Community
At ULT Holdings, we value the power of collaboration. We foster a sense of belonging both within our company and among our clients, building strong, supportive networks that drive collective success.
Innovation
We constantly seek out new solutions and approaches to drive better results. By embracing technological advancements and creative thinking, we push the boundaries of what’s possible in investment management.
Client focus
Our clients are at the center of everything we do. We strive to understand their needs, exceed expectations, and build long-term partnerships based on mutual success and trust.
Integrity
We operate with the highest level of honesty and transparency. Our clients’ trust is our most valuable asset, and we ensure that all our actions reflect our commitment to ethical business practices.
Agility
In a rapidly changing financial landscape, our ability to adapt quickly allows us to stay ahead. We are always ready to pivot, ensuring we capitalize on emerging opportunities and mitigate risks effectively.
Equity
We operate with the highest level of honesty and transparency. Our clients’ trust is our most valuable assets.
Services
Here, you will find our contact points,upon which we take so much pride and confidence in executing
Portfolio Diversification
Balancing assets across various sectors and markets to optimize returns and reduce risks.
Wealth Management
Customized investment strategies focused on growing and preserving client wealth across generations.
Retirement planning
Structured financial solutions to help clients achieve a secure and comfortable retirement
Estate Planning
Expert guidance on transferring wealth efficiently while minimizing taxes and legal complexities.
Risk Management
Implementing strategies to mitigate investment risks and protect capital during market volatility.
Sustainable Investing
Aligning portfolios with ESG criteria to create financial returns while supporting environmental and social impact.
Latest Insights
Here, you may find relevant insights that will keep you abreast of the financial landscape and make the most informed investment decisions.
- All
- elementary
- stocks
- economies
Our Funds
Our funds are available on three platforms in continental Europe
Exchange-Traded Funds (ETFs)
- Potential for higher returns
- Flexibility
- Liquidity
- Diversification
All Funds
- Diversification Across Asset Classes
- Balanced Risk and Return
- Exposure to Multiple Sectors and Markets
- Inflation Hedge
- Cost Effectiveness
Real Estate Investment Trusts (REITs)
- Marginal Consistency
- Diversified Exposure
- Liquidity
- Flexibility
- Tax efficiency
The Process
We're a group of tensil strong links, disciplined with agility in securing global best practices and achieving the best attainable results
Economic management
Anthony Cross joined Liontrust from Schroders in 1997 and launched the UK Smaller Companies Fund a year later. Anthony’s co-managers on the Economic Advantage range of UK equity funds are Julian Fosh (formerly Scottish Amicable Investment Managers, Britannic Investment Managers, Scottish Friendly Society and Saracen Fund Managers), Victoria Stevens (who joined from FinnCap), Matt Tonge (previously on the Liontrust dealing desk), Alex Wedge (who joined from N+1 Singer), Natalie Bell (previously on the Liontrust Responsible Capitalism team) and Alex Game (who joined from Unicorn Asset Management).
Equities engineering
The Global Equities team is headed by Mark Hawtin, who has 40 years of investment experience, including managing global equity long only and long/short funds. Mark joined Liontrust in 2024 to create the Global Equities team along with David Goodman, Kevin Kruczynski and Pieran Maru. The four managers run a range of long only and long/short equity funds. Ewan Thompson, Tom Smith and Ruth Chambers joined Liontrust in 2019 and manage emerging markets equity funds and the Japan Equity Fund.
Technical innovation and Insights
The three-strong Global Innovation team is led by Storm Uru who is supported by Clare Pleydell-Bouverie and James O\'Connor. Storm Uru, who developed the Global Innovation investment process, manages the Liontrust Global Innovation, Liontrust Global Dividend and Liontrust Global Technology funds. The three managers joined Liontrust as part of the acquisition of Neptune Investment Management in October 2019. Storm Uru has 12 years’ industry experience and holds a degree in finance from Massey University and an MBA from Oxford University, Clare Pleydell-Bouverie has 8 years of industry experience and holds a degree in history from Oxford University and James O’Connor has 9 years of industry experience and holds a degree in psychology and economics from Harvard University and a degree in education research from Oxford University.
Contact
We're available round the clock,give us a call or submit your enquiry and we would revert as soon as possible
Address
385 B2, city center, xinju, Singapore
Call Us
+44 758 4465 37
Email Us
info@ultholdings.com
