I founded Levendi Investment Management in 2017 driven by my belief that true innovation occurs when we look beyond convention and dare to be different.
Levendi was born out of my desire to create something extraordinary. Our mission is to deliver a first-class service to our clients that challenges the status quo and drives new perspectives into the foundations of investment management practices. At Levendi, we believe this can be achieved through innovating new investment offerings which epitomise wealth preservation.
Starting a new company is no easy feat, but it is a worthwhile journey when the mission pushes boundaries and inspires change. I believe, through Levendi, we have the power to make a positive difference to our client’s investment outcomes and leave a lasting legacy.
I am incredibly fortunate to have an exceptional team by my side – a group of individuals who share my vision and are just as passionate about making it a reality. Each of them brings unique talents, perspectives and energy. This diversity is our greatest strength.
As the Founder and CEO of Levendi, I am filled with a profound sense of purpose and determination to lead our industry by example and always put our clients first. They are at the heart of everything we do.
Frank Copplestone
Founder and Lead Portfolio Manager
Our History
March 2017
Levendi integrates SPIRE, its 100% proprietary risk analysis tool
January 2018
Flagship, Levendi Thornbridge Defined Return Fund is launched
December 2018
Levendi Thornbridge Defined Return Fund surpasses £50M AUM
November 2022
Levendi Thornbridge Defined Return Fund surpasses £100M AUM
January 2023
Levendi relocates to The Crown Estate’s One Heddon Street, the world’s first WELL Platinum certified co-working space, reaffirming its commitment to its employee’s health and wellbeing
February 2023
Introduction of US equity into the portfolio via the S&P 500
November 2023
Portfolio turns into swaps entirely (100% gilt-backed investments)
December 2023
The Levendi Thornbridge Defined Return Fund posts its strongest FY return since inception of 12.55%, placing it as the UK’s #1 performer of 47 Absolute Return Funds by Citywire
January 2024
Levendi is awarded the Best Defined Return Investment Advisory Firm in the UK by CFI
February 2024
Portfolio Managers Frank Copplestone & Alae Zitouni receive AAA rating from Citywire in February, August, September and October, placing them in the top 2.5% of >16,000 fund managers reviewed by Citywire
Awards
Levendi Investment Management’s approach as an independent investment boutique has earned the attention of the industry’s highest accolades. We are proud to have won prestigious industry awards which recognise the investment outcomes we have delivered for our clients.
Citywire AAA Club
Our Portfolio Managers, Frank Copplestone and Alae Zitouni, were announced AAA rated Investment Managers in February, August, September and October 2024. This accolade placed them in the top 2.5% of more than 16,000 Fund Managers reviewed by Citywire.
CFI Awards
Levendi was awarded the ‘Best Defined Return Investment Advisory Firm’ Award at the 2023 CFI Awards, underscoring the strength of its offerings. This recognition follows its strongest year of performance with a 12.55% FY return.
Management Team
Frank Copplestone
CEO and Lead Portfolio Manager
Frank founded Levendi Investment Management in 2017 and serves as the CEO and Lead Portfolio Manager running the Levendi Thornbridge Defined Return Fund.
Frank started his career in 1993 at Credit Suisse Financial Products as an Equity Derivatives trader based in London. He later worked at Bankers Trust as a senior multi-asset Equity Derivatives Trader before becoming Head of Exotic Equity Derivatives Trading at Commerzbank.
After a decade as a trader, Frank moved to Deutsche Bank to build and manage the Quantitative Products Engineering businesses across EMEA and Asia, being based in London and Hong Kong. In 2008, Frank joined Morgan Stanley to run Financial Engineering in EMEA and the Americas, being based in London and New York, later becoming the Global Head of Morgan Stanley’s Retail Structured Products Platform.
Prior to launching Levendi Investment Management, Frank was the Global Head of Equities (Structured Products) at Jefferies. Frank holds a Doctorate in Inorganic Chemistry from Oxford University and is a Freeman of the City of London.
Email Frank
LinkedInNicholas Cogswell
Head of Business Development
Nick joined Levendi in November 2022 and leads the firm’s Business Development efforts.
Nick has more than 22 years’ experience in the cross-asset derivatives space, starting at Dresdner Kleinwort Wasserstein in 2002 where he worked on the first UCITS Equity Structured Product Fund. He later moved to Lehman Brothers as a Director, building the UK Equity Derivatives business. In 2008, Nick joined Santander where he spent 7 years first setting up the UK Private Banking Structured Business, before moving across to the other side of the trading floor to develop UK Institutional Fixed Income solutions covering Pension Funds and Insurance Companies. In 2015 Nick joined Jefferies as the Head of Equity Derivatives and Structured Sales EMEA, tasked with building out their Securitised Products business. Prior to joining Levendi Investment Management, Nick , was CEO of FCA regulated Investment Advisory business 401 Capital and later, Head of Asset Management and Investment Product Sales at Eqonex Group.
Nick holds an Economics degree from the University of Bristol, is a mentor for their Economics Department and is Chairman of the Cobham Free School Trust. Nick is bilingual in German and French.
Alae Zitouni
Portfolio Manager
Alae joined Levendi in October 2018 and is a Portfolio Manager, actively involved in the Fund’s day to day processes including risk management, deal origination and liaising with stakeholders.
Alae started his career as an Investment Analyst at Momentum Pensions, one of the biggest multi-jurisdictional offshore and onshore players in the Pension industry, looking after c. £2bn of assets with significant exposure to structured products.
Alae holds a First Class Honours degree in International Business from Grenoble Ecole de Management as well as a MSc in Finance from Cass Business School. He speaks Arabic and French.
Tara Pain
Business Development Analyst
Tara joined Levendi in April 2024 and is a Business Development Analyst, actively involved in broadening the firm’s client base and providing further sales and analytics capabilities.
Prior to Levendi, Tara worked as a Private Equity Advisory Analyst at Rede Partners where she was involved in the execution of fundraising processes up to €2bn. She has also undertaken an Investment Banking Analyst role in the Equity Capital Markets division at Lazard. Throughout university, Tara completed a myriad of internships with Goldman Sachs, Lazard, Blackstone, Citi, RBC and PIMCO across investment banking, private equity, sales and trading, and asset management.
Tara holds a First Class Honours degree in Economics from the University of Warwick.
Responsible Investing
Levendi Investment Management are committed to incorporating environmental, social and governance (ESG) considerations across all parts of the business.
Environmental
As a business we strive to reduce our environmental footprint by recycling and, where possible, use sustainable materials that emit limited volatile organic compounds (VOCs).
We use eco-friendly web hosting with Google Cloud Platform, which runs with zero net emissions. Our platform is carbon neutral today, and aims to run on carbon-free energy, 24/7, by 2030. The service uses 100% renewable energy and is twice as efficient as typical enterprise systems.
Social
Our people are our most important asset. That is why prioritising employee health and wellbeing is essential. Our office in The Crown Estate’s One Heddon Street is the world’s first WELL Platinum certified co-working space, the highest level on the leading international framework for health and wellbeing in buildings. It provides a range of facilities, amenities and initiatives including indoor gardens, enhanced fresh air supply and wellbeing programmes which help to keep our employees happy and healthy. Training and corporate professional development sessions are made available to all employees to enhance their knowledge and provide opportunities for career progression. Consequently, we can attract and retain top talent which we believe is key to improving long-term client outcomes.
We also endeavour to have a positive impact on local communities and charitable causes. As part of this our team are donors to Magic Breakfast, a children’s charity providing over 200,000 breakfasts every day to tackle morning hunger in schools across England and Scotland. We are also proud supporters of the Aortic Dissection Charitable Trust, in memory of our late colleague Matthew Robinson.
Governance
Levendi Investment Management’s senior leadership and Board Advisors are experienced individuals with diverse backgrounds that establish robust financial management, transparency, and accountability in all aspects of the business. This effectively ensures our decision-making and operations are aligned with our purpose and long-term goals.
Join us
Are you ready to take your career to the next level? Join our dynamic team at Levendi, where intelligence meets opportunity.
As a forward-thinking investment company, we value hard work, innovation, and a passion for achieving excellence for our clients. With a focus on investment strategies that drive real results, we provide a stimulating environment where your skills can flourish.
If you are looking for a challenging yet rewarding career move, email your CV with a covering letter to careers@levendi-im.com.
Email your CV & Covering Letter