Liontrust Asset Management

Liontrust Asset Management is a British fund management company that specialises in investments for European and South American clients.[2] It manages open-ended funds domiciled in the UK and Ireland, multi-asset portfolios, the Edinburgh investment Trust and segregated accounts. It is listed on the London Stock Exchange.

Liontrust handles investments for clients in Europe and South America.[3][4] Liontrust is headquartered in London and also has offices in Edinburgh and Luxembourg.[5]

History

Liontrust was established in 1994 and launched in 1995, and had an initial public offering on the London Stock Exchange in 1999 as Liontrust Asset Management PLC.[6] Liontrust became a constituent of the FTSE SmallCap in 2014[7] and entered the FTSE 250 in 2020.[8]

Adrian Collins became non-executive chair in early 2009.[9] John Ions became chief executive in May 2010.[10][11] Vinay Abrol became the CFO/COO while Alastair Barbour took over from Adrian Collins as non-executive Chair in 2019.[12]

The Economic Advantage team was formed in 1997,[13] the Cashflow Solution team in 2006[14] and the Global Fixed Income team in 2018.[15]

Acquisitions

Liontrust acquired North Investment Partners Multi Asset team and portfolios in 2013.[16] In 2017 Liontrust completed their £30 million acquisition of Alliance Trust Investments, creating the Sustainable Investment team.[17][18]

The £40 million acquisition of Neptune Investment Management completed in 2019,[19] bringing UK, global and emerging markets equity funds to Liontrust.[20][21]

In 2020, Liontrust bought Architas Advisory Services and Architas Multi-Manager from Axa in a deal worth £75 million, merging the Architas UK Fund Management team with the multi asset investment team at Liontrust and bringing multi-asset funds to Liontrust.[22] After announcing a deal in December 2021.[23]

Liontrust completed the £120 million takeover of Majedie Asset Management in April 2022. Majedie’s fund managers became the Global Fundamental team at Liontrust.[24]

External links

• Official site