Liontrust Asset Management

Last updated

Liontrust Asset Management plc
Company type Public limited company
Industry Investment management
Founded1995;
29 years ago (1995)
Headquarters London, England
Key people
ProductsAsset Management services
RevenueDecrease2.svg £243.3 million (2023) [1]
Decrease2.svg £49.0 million (2023) [1]
Decrease2.svg £39.3 million (2023) [1]
Website www.liontrust.co.uk

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]

Contents

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]

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References

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