I am a fully qualified Chartered Surveyor who has been working in the property industry since 1989. 30 years of my working career have been spent in the Property Fund Management sector of the financial services industry working within a number of respected Fund management houses including Legal and General, Gartmore and KBC Asset Management.In 2010, I became a founding Director of Lothbury Investment Management (LIM) following a management buyout of the business from KBC Asset Management. I was heavily involved in the exponential growth in size of the LIM’s flagship fund, Lothbury Property Trust, from a fund of £550m in 2010 to £1.7 billion in 2018. I was then involved of the successful sale of the LIM business to Nomura Real Estate Holdings in 2018. I have been an Executive board member at Lothbury Investment Management since its inception and also have significant charitable trustee experience . Collectively, my experience has helped me attain a good knowledge of corporate governance and oversight of business strategy. I believe in the highest standards of business ethics and have been an approved person on the FCA register since 2010.I retired from my Executive Director role at LIM in September 2023 (although remained as a Senior Adviser to the business until February 2024). Moving forward, I am looking forward to exploring other advisory or non-executive positions in both the charitable and corporate sectors.
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Non Executive DirectorCitivaleLondon, Gb -
Senior Adviser To Lothbury Investment ManagementLothbury Investment Management Limited Sep 2023 - Feb 2024London -
Executive DirectorLothbury Investment Management Limited May 2010 - Sep 2023London, England, United KingdomFounding director of Lothbury Investment Management following a management buy out of the business from KBC Asset Management in 2010.Role includes regular investor presentations to institutional unit holders in the Fund as well as business development presentations in order to grow and diversify the investor base. Overall responsibility for Strategy, Valuation & Transactions within the Lothbury Property Trust -
Senior Fund ManagerKbc Asset Management Oct 2004 - Jun 2010London, England, United KingdomResponsible for Strategy and Transactions for the Lothbury Property Trust -
Fund ManagerAtlantic Fund Management Ltd Feb 2000 - Oct 2004London, England, United KingdomResponsible for Strategy & Sales and Acquisitions for the Lothbury Property Trust ( an open ended Irish domiciled Property Unit Trust ) -
Fund ManagerGartmore May 1997 - Feb 2000LondonResponsible for the Fund management of a segregated property fund to include acquisitions, disposals, regular valuations and over seeing the Fund strategy . -
Assistant Fund ManagerLegal & General Investment Management (Lgim) Mar 1993 - May 1997London, England, United KingdomAssistant Fund Manager working on a segregated property mandate.Involved in valuations of the properties in the Fund and responsible for transactions in the portfolio -
1989-1993Healey & Baker Chartered Surveyors Sep 1989 - Mar 1993London, England, United KingdomInvestment Property Agent
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Jo Bond works for Citivale
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Jo Bond's current role is Non Executive Director.
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