Liontrust AM: Clare Pleydell-Bouverie Co-Heads Global Innovation

Liontrust Asset Management has elevated Clare Pleydell-Bouverie to the role of co-head within its Global Innovation team, marking a significant development in the firm’s leadership. Since joining the company in 2016, Pleydell-Bouverie has played a crucial role in advancing the team’s research into cutting-edge investment strategies with a strong focus on sustainability. Her promotion not only recognizes her contributions but also reinforces Liontrust’s ongoing dedication to innovation-driven and environmentally conscious investment practices.

A Proven Track Record in Investment Innovation

Pleydell-Bouverie’s journey at Liontrust has been marked by a deep engagement with forward-thinking investment approaches. Her leadership in researching sustainable strategies and identifying transformative global trends has helped shape the firm’s innovation agenda. This new appointment is both a testament to her influence and a strategic decision by Liontrust to strengthen its capabilities in a rapidly evolving market landscape that increasingly values ethical and future-oriented investment solutions.

Strengthening an Experienced Leadership Trio

In her new position, Pleydell-Bouverie will share responsibilities with Storm Uru, the architect behind the Global Innovation investment process, and James O'Connor, who has been part of the team since 2017. The trio brings a blend of vision, analytical depth, and fund management experience to the table. Their collaborative leadership will continue to drive the management of key funds such as the Liontrust Global Dividend, Liontrust Global Innovation, and Liontrust Global Technology funds, all of which are known for their strategic focus on high-growth, innovation-led companies.

A Timely Step Amid Broader Strategic Expansion

This leadership change comes as Liontrust deepens its focus on sustainability and the role of disruptive technologies in reshaping global markets. The firm sees innovation not only as a thematic opportunity but as a core pillar of its long-term growth strategy. Pleydell-Bouverie’s appointment is expected to further energize the team’s direction, bringing in sharper insights into sustainable innovation and reinforcing the firm’s commitment to delivering future-ready investment solutions.

Driving Growth Through the Global Technology Fund

Among the portfolios she helps manage, the Liontrust Global Technology Fund stands out for its ambitious goal of achieving long-term capital appreciation. This fund is built on the principles of the Global Innovation investment process and, as of July 2025, manages assets worth over £217 million. Its portfolio includes major tech players like NVIDIA Corporation, Broadcom Inc., and Oracle Corporation, indicating a clear emphasis on companies leading the charge in innovation. Under Pleydell-Bouverie’s stewardship, the fund is well-positioned to continue aligning with emerging technology trends and sustainability goals.

Strategic Implications for Liontrust’s Future

Pleydell-Bouverie’s promotion signals more than just a personnel change, it reflects a strategic intention by Liontrust to elevate its innovation agenda. By reinforcing its leadership team with proven expertise in sustainable and tech-driven investing, the company is poised to capture a larger share of investor interest in forward-looking funds. As markets increasingly prioritize ESG factors and disruptive innovation, Liontrust’s bolstered Global Innovation team stands at the forefront of this transformation, ready to deliver value in a shifting investment landscape.