Liontrust Asset Management plc is a British specialist and independent fund management company. It is listed on the London Stock Exchange. It manages open-ended funds domiciled in the UK and Ireland, multi-asset portfolios, the Edinburgh investment Trust and segregated accounts. Liontrust handles investments for clients in Europe and South America.[2][3] Liontrust is headquartered in London and also has offices in Edinburgh and Luxembourg.[4]
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.[5] Liontrust became a constituent of the FTSE SmallCap in 2014[6] and entered the FTSE 250 in 2020.[7] Adrian Collins became non-executive chair in early 2009.[8] John Ions became chief executive in May 2010[9] and remains as Chief Executive.[10] Vinay Abrol is the CFO/COO while Alastair Barbour took over from Adrian Collins as non-executive Chair in 2019.[11] The Economic Advantage team was formed in 1997,[12] the Cashflow Solution team in 2006[13] and the Global Fixed Income team in 2018.[14]
Acquisitions
Liontrust acquired North Investment Partners Multi Asset team and portfolios in 2013.[15]
In 2017 Liontrust completed their £30 million acquisition of Alliance Trust Investments, creating the Sustainable Investment team.[16][17]
The £40 million acquisition of Neptune Investment Management completed in 2019,[18] bringing UK, global and emerging markets equity funds to Liontrust.[19][20]
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.[21]
After announcing a deal in December 2021,[22] Liontrust completed the £120 million takeover of Majedie Asset Management in April 2022. Majedie’s fund managers became the Global Fundamental team at Liontrust.[23]
£243.3 million (2023)[1]