As Chief Executive, Simon oversees the LIM team, business operations and management functions. He is a member of the LIM Risk Committee. Simon also sits on the Committee for each pooled investment vehicle we manage. Simon has 36 years’ experience in both direct and indirect property investment.
Simon is responsible for developing our core/active investment strategy and for providing investors with exposure to UK property through the launch of Lothbury Property Trust in 2000. He was also instrumental in securing the Secure Income Portfolio for the business in 2011.
Jo has 28 years’ experience in property investment and managing portfolios on behalf of institutional clients and pension funds. She has worked on the Lothbury Property Trust portfolio since its inception in 2000. Jo develops the annual strategy and oversees the Core Investment team, to ensure compliance with our annual strategic objectives. She also sits on the Transaction Committee, to approve all capital transactions. Jo reports to the Lothbury Property Trust Investment Committee each quarter on the Fund’s performance against its annual strategic objectives.
Adam has 22 years’ property investment experience, including 17 years working on the Lothbury Property Trust portfolio. He leads the Active team for Lothbury Property Trust and is responsible for refurbishing and reconfiguring existing core assets and developing new sites, to deliver prime assets for the Fund’s portfolio. This includes appraising development opportunities and preparing investment recommendation proposals.
Mike has 18 years’ experience across all UK property sectors and has worked on the Lothbury Property Trust portfolio for the past 12 years. He has been instrumental in developing an extensive network of agent contacts, positioning Lothbury Property Trust to take advantage of the best prime stock available, and remains close to the market. Mike manages any purchases and disposals within the portfolio, including producing investment proposal reports for new properties. He is also the fund manager for the Secure Income Portfolio.
Mark has 12 years’ property industry experience in the areas of appraising and managing development projects. Mark joined Lothbury Investment Management in July 2011 to assist with Lothbury’s active development portfolio. Since joining, Mark’s key achievements have been his involvement on the redevelopment of Rathbone Place, London a West End office and the office development at 55 St. James’s, London. Working with architects and planners on future active schemes also form part of Mark’s remit.
Head of Investor Relations & Business Development
Barbara is Head of Investor Relations & Business Development and oversees the Business Development and Investor Relations team. The Investor Relations team produces all investor reports and external fund material, and focuses on delivering a premier service for investors. This is illustrated by the team’s impressive track record in maintaining strong relationships with the firm’s investors. Barbara also works closely with the Chief Executive on the Funds’ business development. Finally, Barbara was instrumental in developing the marketing and PR strategy to raise the Fund’s profile in relevant client sectors.
Derek oversees LIM’s Risk, Compliance and Finance teams and is responsible for our management and financial accounting. This includes cash control, budgeting and reporting to the Board on the performance of LIM’s business. He is responsible for audits and our overall risk management and compliance functions.
Ed has 12 years’ experience in the property industry including investment agency, valuation surveying, asset management and the appraising investment opportunities in the UK and continental Europe. Ed joined Lothbury Investment Management Limited in July 2011 to assist on acquisitions and disposals for the Lothbury Property Trust. In addition to Ed’s Lothbury Property Trust responsibilities, Ed works on the asset management of the Secure Income Fund.
Our range of property funds provides interesting avenues for investment into the various property sectors, from our flagship UK balanced fund to our segregated mandate expertise.
We have a simple and efficient structure, where each role is clearly defined. The resulting business is straightforward and efficient, allowing us to think and act quickly, and offer a personalised service.
We have a close-knit team and offer a stimulating environment for property investment professionals.
The latest updates from the Lothbury team.
This is the website of Lothbury Investment Management Limited of 155 Bishopsgate, London EC2M 3TQ, United Kingdom, a company registered in England with registered number 04185370. Lothbury Investment Management Limited (or “LIM”) is authorised and regulated by the Financial Conduct Authority in the United Kingdom.
Lothbury Investment Management Limited is the manager of the Lothbury Property Trust ("LPT") and the Lothbury Global Feeder LP ("LGF") (together, the “Funds”). LPT is a sub-fund of the Lothbury Global Institutional Funds, which is regulated by the Central Bank of Ireland. LGF was established as a limited partnership in Jersey under the Limited Partnerships (Jersey) Law 1994 through the filing of a declaration of limited partnership. The Funds are alternative investment funds (“AIFs”) for the purposes of the Alternative Investment Fund Managers Directive (2011/61/EU) (the “Directive”). LIM has been appointed and acts as alternative investment fund manager (“AIFM”) in respect of the AIFs. For these purposes, LIM is authorised and regulated in the United Kingdom by the Financial Conduct Authority for the purposes of managing unauthorised AIFs (and for various other activities). The Funds are also unregulated collective investment schemes for the purposes of the United Kingdom Financial Services and Markets Act 2000 (the “Act”).
Certain jurisdictions may restrict by law access by their residents or nationals to the information on this website. The contents of this website are not intended to be accessed by, distributed to or used by residents or nationals of such jurisdictions. It is the responsibility of any person accessing this website to satisfy itself that its use of the website complies with the laws of any relevant jurisdiction. Under United Kingdom legislation, the promotion of units in the Funds by LIM is restricted by section 238 of the Act. The promotion of units by the Funds themselves or, in the case of LPT, by its trustees in the UK is restricted by section 21 of the Act. Accordingly, the information on this part of the website is directed only at and should only be acted on by:
The purpose of this website is to provide general information about Lothbury Investment Management Limited and the Funds. The Funds and Lothbury Global Feeder Limited but not any investors in these entities are clients of Lothbury Investment Management Limited. Nothing on this website is investment, tax or legal advice, nor is anything on this website a placement or offering to buy or sell units or any other investment. Tax treatment depends on individual circumstances and may be subject to change in the future. You should take your own independent investment, tax and legal advice as you think fit.
Please be aware that ultimately interests in the Funds may only be acquired by professional investors. A professional investor, for the purposes of LGF, is every investor that is considered, or may be treated, based on a request to LIM (as the AIFM), as a professional client or an eligible counterparty as those terms are used in exemption 7 of COB 4.12.4 of the Handbook of rules and guidance issued by the Financial Conduct Authority of the United Kingdom. A professional investor, for these purposes of LPT, is every investor that is considered, or may be treated based on a request to LIM (as the AIFM), as a professional client within the meaning of Annex II of the Markets in Financial Instruments Directive (2011/61/EC).
Subject to applicable law and satisfaction of any relevant notification or other requirement the Funds may be marketed (within the meaning of the Directive) within certain jurisdictions in the European Economic Area ("EEA"). Potential investors can request details of such jurisdictions from LIM. LGF is intended for persons who are not established or resident in the United Kingdom.
The information contained in this section does not constitute an offer or solicitation to any person or entity which is United Kingdom Resident for tax and investment purposes, to buy or sell shares or any other security whatsoever in other jurisdictions where it would be unlawful to do so, including but not limited to, Ireland and the United States of America.
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