Causeway Securities Strengthens Defined Return Fund Offering with Acquisition of Levendi – A Strategic Move to Meet Growing Demand for Predictable Investment Outcomes
Causeway Securities Ltd, a leading investment firm specialising in structured products, is pleased to announce the successful acquisition of Levendi Investment Management, a respected player in the Defined Return Fund sector.
This strategic move marks a significant milestone in Causeway Securities Ltd’s growth journey, enhancing its ability to deliver defined outcome investment solutions.
Conor O’Donnell, CEO of Causeway Securities Ltd, commented:
“This acquisition marks an exciting step forward for our Defined Return Fund proposition. We are now able to provide financial advisers, two robust, UCITS regulated defined return fund solutions. Importantly, there will be no changes to the Levendi Thornbridge Defined Return Fund - investors can be assured that it will continue to be managed by the same experienced team, now further supported by the depth and expertise of our wider organisation.
In today’s volatile market environment, we see growing demand for investment solutions that offer more predictable outcomes and help reduce overall portfolio volatility. This acquisition not only strengthens our capabilities with a significant increase in assets under management but also brings in a talented team that will further enhance our differentiated approach.”
Frank Copplestone, CEO of Levendi Investment Management, commented:
“Levendi is delighted to have Causeway Securities as the new custodian of the business. Combining Levendi’s fund management discipline with Causeway’s impressive operational excellence and distributional scale is a fantastic strategic fit. The Levendi team are excited to be working with the Causeway Securities outstanding management team, whose vision and leadership will prove transformational.”
The integration of Levendi Investment Management is expected to be seamless, with a continued focus on delivering value, innovation, and outstanding investment solutions to clients worldwide.
