Liontrust Asset Management

Liontrust Asset Management is a British fund management company that specialises in investments for European and South American clients.^[1] 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 Asset Management plc

Formerly	206th Shelf Investment Company Limited (August–October 1994)[1] River & Mercantile Asset Management Limited (1994–1999)[1] Lionheart Asset Management plc (June–July 1999)[1]
Company type	Public limited company
Traded as	LSE: LIO FTSE 250 Component
Industry	Investment management
Founded	2 August 1994; 30 years ago (1994-08-02)[1]
Headquarters	London, England[1]
Key people	Luke Savage (Chairman) John Ions (Chief Executive)
Products	Asset Management services
Revenue	£197.9 million (2024)[2]
Operating income	£(1.8) million (2024)[2]
Net income	£(3.5) million (2024)[2]
Website	liontrust.co.uk

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]