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About Us

Seneca Investment Managers is based in Liverpool with a national client base. Investors range from institutions such as pension funds and charities, through to financial advisers, discretionary private client managers and personal investors. The firm specialises in multi-asset value investing.

Where Seneca differs from other providers of multi-asset investment products is in our ‘value’ based approach. This means the firm prides itself on the ability to identify and invest where there is both quality and unrecognised value.

Simply put, we create funds that combine stocks and shares in companies (equities) with fixed interest investment vehicles (bonds or debts) and a wide range of specialist assets*. We believe our multi-asset value approach gives us the edge in delivering the right outcomes for our investors.

The firm has a team of five highly experienced investment professionals. Further directors and staff focus on management, marketing, compliance and operational roles, and we have five non-executive directors, all with extensive experience of investment businesses. Together we hold a substantial minority share in the business and have significant personal investments in the funds we manage.

Seneca Investment Managers has a heritage stretching back to 2002 when it established two multi-asset unit trusts – now open ended investment companies (OEICs) – where investors pool their money, closely followed by a multi-asset investment trust. In addition, we manage segregated accounts for institutional investors.  Seneca Investment Managers was acquired by Seneca Asset Managers Ltd in 2014.

*Property, private equity, specialist financial and infrastructure.