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]
This page is based on this
Wikipedia article Text is available under the
CC BY-SA 4.0 license; additional terms may apply.
Images, videos and audio are available under their respective licenses.
£197.9 million (2024) [2]