Home / Seneca IM strengthens team as Steve Jackson joins as Head of UK Retail

Seneca IM strengthens team as Steve Jackson joins as Head of UK Retail

Steve Jackson has joined Seneca Investment Managers, as Head of UK Retail to strengthen the Liverpool-based investment manager’s proposition to the IFA market. Steve will focus on both Seneca’s multi-asset fund offering, the LF Seneca Diversified Growth Fund and the LF Seneca Diversified Income Fund, as well as its investment trust, the Seneca Global Income & Growth Trust plc. Steve will work alongside LGBR Capital, which is retained by Seneca Investment Managers to distribute its open ended strategies to UK investment intermediaries.

Having held a number of senior positions within financial services, Steve joins from Schroders, where he was Head of IFA Sales. With a wealth of experience working with individual IFAs, the nationals, networks, platforms and life companies alike – Steve has facilitated investment processes for advisers to support them through the changes and compliance requirements of RDR.

Steve commented:

“The Seneca Investment Managers proposition is compelling in our current investment environment – both in terms of its value approach to multi-asset investing and the importance of delivering consistent income in the deregulated pension landscape. I look forward to working with the team to further raise the Seneca profile and deliver its important investment proposition to UK intermediaries.”

David Thomas, CEO of Seneca Investment Managers, commented:

“We are pleased to have someone of Steve’s calibre on the team and his breadth and depth of intermediary expertise will be of huge benefit to Seneca Investment Managers as we focus on our growth in this key market.”

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