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Liontrust completes acquisition of Alliance Trust Investments

  • Liontrust has completed its acquisition of Alliance Trust Investments.
  • The Liontrust Sustainable Investment Team will continue to run all 11 funds, with no changes to process.
  • The acquisition enables Liontrust to meet growing demand for sustainable investment.

Specialist fund management company Liontrust today announces the completed acquisition of Alliance Trust Investments Limited (ATI), adding £2.5bn to the group’s AUM.

The investment team, headed by Peter Michaelis, and 11 sustainable investment funds have joined Liontrust as part of the acquisition. All 11 funds will continue to be run by the same managers, and will use the same investment process as before.

Following the acquisition the range of funds, the team and the process have been renamed.*

The Liontrust Sustainable Investment Team brings with it a broad range of existing equity and fixed income funds and a long-term track record: Peter was at Aviva Investors, including as Head of Sustainable and Responsible Investment, for 11 years before moving to ATI in August 2012.

Commenting on the completed acquisition, John Ions, Chief Executive of Liontrust, said: “We’re excited to start working with the Liontrust Sustainable Investment Team, and to be able to offer its range of funds to our clients. The Team is an excellent addition because they are experienced and have a clear and robust investment process. We are confident that interest in and demand for sustainable investment will only continue to grow.”

Peter Michaelis, Head of the Sustainable Investment Team at Liontrust, added: “Liontrust’s culture of allowing managers to run money using robust, scalable and repeatable investment processes was a big attraction for us. We look forward to continuing to run our funds using the Liontrust Sustainable Investment Process, focusing on managing money and not getting distracted by other day-to-day aspects of running a business.

“Liontrust’s brand profile and its distribution capability were also an important consideration for us as we look to raise the profile of the team and the funds we manage in the UK and Europe.”


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