Explore Liontrust

Liontrust is a specialist fund management company that was launched in 1995 and manages money on behalf of individuals and institutional investors. Liontrust’s fund managers are independent thinkers and focus on investing in those areas where they have particular expertise so they can strive to add value to clients’ investment portfolios. Liontrust has created an environment in which fund managers can focus on running money and not get distracted by other day-to-day aspects of running a business.

We take pride in having a distinct culture and approach to fund management through the following factors:

  • We are an independent business with no
    corporate parent.
  • We are transparent and consistent in everything we do and operate with integrity.
  • Our fund managers are independent thinkers and have the courage of their convictions in making investment decisions.
  • Each fund management team apply distinct and rigorous investment processes to the management of funds and portfolios that ensure the way we manage money is predictable and repeatable.
  • Our fund managers have the freedom to manage their portfolios according to their own investment processes and market views without being distracted by other day-to-day aspects of running a fund management company.
  • We aim to treat investors, clients, members, employees, suppliers and other stakeholders fairly and with respect. We are committed to the principles of Treating Customers Fairly (TCF) and they are central to how we conduct business across all our functions.

Vision, objectives and brand values

Our vision is to be one of the leading fund management companies in the UK and internationally, renowned for consistently adding value to clients’ investment portfolios.

We will attain this vision by achieving the following strategic objectives:

  • Outperformance
  • Effective distribution
  • Excellent customer service and support
  • Clear and regular communication
  • Appropriate risk
  • A profitable business

The values that guide us at
Liontrust are:

  • Integrity
  • Transparency
  • Consistency
  • Conviction
  • Rigorous
  • Specialist

A number of the Liontrust subsidiaries (Liontrust Fund Partners LLP, Liontrust Investment Partners LLP and Liontrust Investment Solutions Limited) are authorised and regulated by the Financial Conduct Authority.