Liontrust Responsible Capitalism Report 2024 - Flipbook - Page 17
BUSINESS MODEL
Liontrust’s business model is designed to operate effectively to achieve
the Group’s strategic objectives Fund Management, Distribution and
Operations:
FUND MANAGEMENT
DISTRIBUTION
OPERATIONS
The quality and performance of
Liontrust’s fund management teams
is one of the Group’s competitive
advantages. Liontrust has a single
fund management division consisting
of eight (in 2022) fund management
teams which manage a range of funds,
portfolios and segregated accounts
using distinct investment processes
and a centralised trading team. These
rigorous investment processes ensure
that Liontrust manages clients’ assets
in a predictable and repeatable way.
Liontrust fosters an environment in which
fund managers can focus on managing
money and not be distracted by other
day-to-day aspects of running a
business, like administration. The fund
management teams are based in the
Group’s London and Edinburgh offices.
The strength of Liontrust’s brand, the
breadth and depth of its client base and
the relationships the Group has with its
investors are competitive advantages.
Liontrust’s distribution and marketing
teams promote Group funds and
portfolios in the UK and internationally.
In the UK, the Group markets to
institutional investors, discretionary fund
managers, wealth managers, financial
advisers and personal investors. Outside
the UK, it is focused on the institutional
investors, family offices, private banks,
wealth managers and multi-managers
in a number of countries. Liontrust has
developed a strong brand through its
marketing activities over the past few
years. These activities include client
events, advertising, sponsorships, PR and
both printed and digital communications.
Liontrust’s Operations team provides
support to its clients, fund managers
and its sales and marketing teams.
Liontrust has a single Operations
division, designed to support a fastgrowing business, and has moved
to one administrator – Bank of New
York Mellon (BNYM). Having a single
Operations function and administrator
ensures the fund management, sales
and marketing divisions have the
appropriate tools to be effective;
provides executive management with
the performance, compliance and
risk monitoring information required to
manage the business; and supports the
requirements of external stakeholders
such as clients, investors, shareholders
and regulators.
Responsible Capitalism Report 2022 - 17