Company Liontrust Asset Management PLC

Equities

LIO

GB0007388407

Investment Management & Fund Operators

Market Closed - London S.E. 11:35:05 2024-04-26 am EDT 5-day change 1st Jan Change
669 GBX +2.29% Intraday chart for Liontrust Asset Management PLC -2.62% +6.19%

Business Summary

Liontrust Asset Management PLC is a United Kingdom-based holding company. The Company is engaged in a specialist fund management business. The Company, through its subsidiaries, Liontrust Fund Partners LLP, is engaged in managing unit trusts; Liontrust Investment Partners LLP and Liontrust Portfolio Management Limited, provides investment management services to professional investors directly, through investment consultants and through other professional advisers; and Liontrust International (Luxembourg) S.A., is engaged in distribution business. It invests on behalf of its clients, such as institutional investors, professional intermediaries and private investors who are primarily, but not exclusively, based in the United Kingdom and Europe. These investments are managed through funds, portfolios, and segregated accounts. These assets are invested with the objective of delivering long-term performance to help its clients to achieve their investment goals.

Number of employees: 241

Sales per Business

GBP in Million2022Weight2023Weight Delta
Investment Management
100.0 %
246 100.0 % 243 100.0 % -0.91%

Sales per region

GBP in Million2022Weight2023Weight Delta
United Kingdom
93.0 %
232 94.6 % 226 93.0 % -2.55%
Europe (Excluding United Kingdom)
6.9 %
13 5.4 % 17 6.9 % +28.09%
Australia
0.1 %
0 0.1 % 0 0.1 % -0.51%
Canada
0.0 %
0 0.0 % 0 0.0 % -12.50%

Managers

Managers TitleAgeSince
Chief Executive Officer 57 10-01-31
Director of Finance/CFO 58 94-12-31
Chief Tech/Sci/R&D Officer - 15-12-31
Compliance Officer - 07-12-31
Chief Tech/Sci/R&D Officer - 96-12-31
Public Communications Contact - 08-06-30
Human Resources Officer - 22-09-30
Corporate Officer/Principal - 19-09-30
Corporate Secretary - 23-03-31
Corporate Officer/Principal - -

Members of the board

Members of the board TitleAgeSince
Director of Finance/CFO 58 94-12-31
Director/Board Member 70 Nov. 15
Chief Executive Officer 57 10-01-31
Chairman 71 11-03-31
Director/Board Member 59 21-10-31
Director/Board Member 65 14-12-31
Director/Board Member 51 19-09-30

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 64,935,384 56,389,153 ( 86.84 %) 0 86.84 %

Shareholders

NameEquities%Valuation
Franklin Templeton Fund Management Ltd.
5.698 %
3,700,000 5.698 % 31 M p
Martin Currie Investment Management Ltd.
4.675 %
3,036,000 4.675 % 26 M p
Sanford DeLand Asset Management Ltd.
4.427 %
2,875,000 4.427 % 24 M p
Castlefield Investment Partners LLP
4.158 %
2,700,000 4.158 % 23 M p
Slater Investments Ltd.
3.613 %
2,345,794 3.613 % 20 M p
The Vanguard Group, Inc.
3.351 %
2,175,751 3.351 % 18 M p
Abrdn Investment Management Ltd.
3.238 %
2,102,725 3.238 % 18 M p
Legal & General Investment Management Ltd.
3.162 %
2,053,153 3.162 % 17 M p
Skandinaviska Enskilda Banken AB (Denmark)
3.045 %
1,977,000 3.045 % 17 M p
Hargreaves Lansdown Asset Management Ltd.
2.889 %
1,876,000 2.889 % 16 M p

Company contact information

Liontrust Asset Management Plc

2 Savoy Court

WC2R 0EZ, London

+44 20 7412 1700

http://www.liontrust.co.uk
address Liontrust Asset Management PLC(LIO)

Group companies

NameCategory and Sector
Investment Managers
Investment Managers

Sales per region

Trading Rating
Investor Rating
ESG Refinitiv
B
More Ratings
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
8
Last Close Price
6.69 GBP
Average target price
8.088 GBP
Spread / Average Target
+20.89%
Consensus

Quarterly revenue - Rate of surprise

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