Liontrust Asset Management

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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
Industry Investment management
Founded2 August 1994;31 years ago (1994-08-02) [1]
Headquarters London, England [1]
Key people
ProductsAsset Management services
RevenueDecrease2.svg £169.8 million (2025) [2]
Increase2.svg £20.2 million (2025) [2]
Increase2.svg £16.7 million (2025) [2]
Website liontrust.co.uk

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.

Contents

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]

References

  1. 1 2 3 4 5 6 "Liontrust Asset Management plc overview - Find and update company information - GOV.UK". Companies House . 2 August 1994. Retrieved 20 October 2024.
  2. 1 2 3 "Annual Results 2025" (PDF). Liontrust Asset Management. Retrieved 28 January 2026.
  3. ↑ "Our funds | Liontrust Asset Management PLC". www.liontrust.co.uk.
  4. ↑ "Liontrust extends GAM offer deadline as John Ions responds to shareholder group". Investment Week. 4 August 2023.
  5. ↑ Dimitrov, Steve (26 September 2014). "London's Liontrust opens Luxembourg office". Funds Europe.
  6. ↑ "Liontrust joins FTSE 250 in latest reshuffle". FT.com. 4 June 2020. Retrieved 3 June 2020.
  7. ↑ Jones, Dan (4 June 2014). "Liontrust set for boost as five-year All Share absence ends". Investment Week.
  8. ↑ Tew, Imogen. "Liontrust joins FTSE 250 in latest reshuffle". www.ftadviser.com.
  9. ↑ Cobley, Mark. "Liontrust chair Adrian Collins to retire". www.fnlondon.com.
  10. ↑ "Directors' Deals: Will Liontrust regain its roar?". www.ft.com.
  11. ↑ Ricketts, David. "Liontrust CEO on dealmaking streak: 'You don't go jogging when you've got indigestion'". www.fnlondon.com.
  12. ↑ "LIO.L". Reuters.
  13. ↑ "FactSheet Automated ALTERNATIVES 06". www.squaremileresearch.com.
  14. ↑ "Liontrust GF EurpSmlrComs A3 Acc € (0P00019LH1.F) company profile & facts – Yahoo Finance". uk.finance.yahoo.com.
  15. ↑ Lafferty, Catherine (10 January 2018). "Liontrust hires to new global fixed income team". Funds Europe.
  16. ↑ Lawrie, Eleanor (15 October 2013). "Liontrust hires Husselbee and Kim for multi-asset team". www.ftadviser.com.
  17. ↑ Newlands, Chris; Fedor, Lauren (15 December 2016). "Alliance Trust to sell investment management arm to Liontrust". Financial Times.
  18. ↑ "Liontrust completes acquisition of Alliance Trust Investments". Portfolio Adviser. 3 April 2017.
  19. ↑ Philipps, James (31 July 2019). "Liontrust to acquire Neptune for £40 million". citywire.com.
  20. ↑ Rach, Sonia (9 January 2020). "Liontrust AUM hits £19bn with boost from Neptune deal". Money Marketing.
  21. ↑ Gard, James. "Liontrust to Buy Neptune for £40m". Morningstar UK.
  22. ↑ Habergham, Harriet (23 March 2021). "Architas duo exits after Liontrust acquisition". Portfolio Adviser.
  23. ↑ Farr, Emma-Victoria (7 December 2021). "Liontrust to buy UK's Majedie Asset Management for up to $160 mln". Reuters.
  24. ↑ Hickey, Sally (1 April 2022). "Liontrust completes £120mn Majedie takeover". www.ftadviser.com.