David receives his BA in economics and industrial relations at the University of Strathclyde
David Roberts, this is your life.
1988
David joins TSB Bank and spends over nine years in banking with TSB, Lloyds and Bankers Trust
Aug
1988
Joins Britannia Asset Management as a credit analyst
1997
Completes master’s in investment analysis at the University of Stirling
1998
As head of credit at Britannia, builds a team and manages the Britannia Corporate Bond fund (since rebranded and absorbed into SLI Corporate Bond fund).
1999
Launches and manages Britannia High Income Bond fund (since rebranded and absorbed into SLI Higher Income fund).
2000
David joins Kames Capital (now Aegon Asset Management) as head of retail fixed income
Mar
2004
David starts managing two funds for the next 13 years. For the first, Aegon’s Sterling Corporate Bond fund, Iain Buckle joins as a co-manager in October 2009 and continues to manage the fund to this day.
For the second, Aegon’s Strategic Bond fund, he is joined by Philip Milburn in November 2009, then Julian Valenzuela in January 2016.
Yield curve inverts after Raghuram Rajan of the World Bank publishes a cautionary piece about a possible financial crisis.
Dec
2005
Launches Aegon’s Investment Grade Bond fund and manages it for the next five years until September 2011. In November 2009 he is joined by Euan McNeil, who continues to manage the fund today.
Jun
2006
David and Philip Milburn launch Aegon’s Hedged Strategic Global Bond fund and both manage it for almost 10 years until August 2017. They were joined by Colin Finlayson in September 2015.
Nov
2007
US Treasury nationalises Fannie and Freddie. Lehman Brothers files for bankruptcy, triggering global panic.
Sep
2008
David is promoted to co-head of fixed income, overseeing the investment grade and high yield functions, continues day-to-day portfolio management.
2010
Promoted to head of fixed income, continues to manage Strategic and Investment Grade funds day to day.
2013
Starts managing Aegon’s High Yield Bond fund for three months until September 2016.
Jun
2016
David, along with Philip Milburn, joins Liontrust Asset Management after leaving Aegon.
Jan
2018
David, Philip Milburn and Donald Phillips launch Liontrust’s Strategic Bond fund.
May
2018
The three then launch Liontrust’s Global Fund High Yield Bond and Global Fund Absolute Return Bond funds.
Jun
2018
The WHO declares a global outbreak of Covid-19.
Mar
2020
After 34 years in the industry, David announces his retirement.
Feb
2022
Time managing fund (years): each line represents one fund
3.8 YEARS
13.3 YEARS
13.3 YEARS
5.3 YEARS
9.7 YEARS
0.3 YEARS
4 YEARS
3.8 YEARS
