LV= appoints chief investment officer

Insurance, investment and retirement specialist Liverpool Victoria Financial Services Limited (LV=) has appointed Adam Ruddle into the role of Chief Investment Officer

Adam will be responsible for designing the investment strategy for LV=’s Smoothed Managed Funds, which are proving popular with financial advisers and investors. He was previously Senior Investment Manager at LV=.

The LV= Smoothed Managed Funds incorporate a smoothing mechanism that works by averaging daily unit prices over the previous 26 weeks to reduce short-term market volatility, and are designed for investors with a low to low-medium risk profile. 

The funds are actively managed by our asset manager to a mandate set by LV= and can be accessed via LV= Smoothed Pension, LV= Trustee Investment Plan, bonds and LV= ISA. Investment charges start from 0.90% depending on the wrapper, with fund size discounts applying.

Adam Ruddle said:

“This is an exciting time to be working at LV= and I am delighted to be appointed Chief Investment Officer. LV=’s Smoothed Managed Funds are becoming increasingly popular among financial advisers and mass affluent investors because of their strong track record managing high volatility.”  




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About LV=

LV= is a leading financial mutual and serves over 1.3 million members with a range of financial products. When we started in 1843 our goal was to give financial security to more than just a privileged few and for many decades we were most commonly associated with providing a method of saving to people of modest means. Today we follow a similar purpose, helping people to protect and provide for the things they love, although on a much larger scale and through a wide range of financial services including insurance, investment and retirement products. We offer our services direct to consumers, as well as through IFAs. 

LV= and Liverpool Victoria are registered trademarks of Liverpool Victoria Financial Services Limited and LV= and LV= Liverpool Victoria are trading styles of the Liverpool Victoria group of companies. Liverpool Victoria Financial Services Limited, registered in England with registration number 12383237 is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, register number 110035. Registered address: County Gates, Bournemouth, BH1 2NF.