LIONTRUST ASSET MANAGEMENT PLC
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Cash
—
Latest balance sheet
Net assets
—
Equity attributable
Employees
—
Average over period
Profit before tax
£14m
-35.3% first positive since 2024
Net assets
3-year trend · vs Financials median
Accounts
3-year trend · Δ = latest vs prior filed period · latest reflected 2026-03-31
| Metric | Trend | 2024-03-31 | 2025-03-31 | 2026-03-31 | Δ vs prior |
|---|---|---|---|---|---|
| Turnover | £197,889,000 | £166,148,000 | £130,683,000 | -21.3% | |
| Operating profit | -£1,849,000 | £20,212,000 | £13,508,000 | -33.2% | |
| Profit before tax | -£579,000 | £22,292,000 | £14,413,000 | -35.3% | |
| Net profit | -£3,490,000 | £16,696,000 | £9,600,000 | -42.5% | |
| Cash | £104,318,000 | £75,901,000 | — | — | |
| Total assets less current liabilities | — | — | — | — | |
| Net assets | £171,234,000 | £138,162,000 | — | — | |
| Equity | £171,234,000 | £138,162,000 | — | — | |
| Average employees | 240 | 214 | — | — | |
| Wages | £32,324,000 | £26,178,000 | — | — | |
| Directors' remuneration | £37,485,000 | £33,386,000 | — | — | |
| Directors' pension contributions | £122,000 | £122,000 | — | — |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. The Δ column is the change from the prior filed period as a percentage of |prior|; lines a company doesn't report show —. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2024-03-31 | 2025-03-31 | 2026-03-31 |
|---|---|---|---|---|
| Operating margin | -0.9% | 12.2% | 10.3% | |
| Net margin | -1.8% | 10.0% | 7.3% | |
| Gearing (liabilities / total assets) | 59.8% | 61.0% | — | |
| Current ratio | 1.42x | 1.36x | — | |
| Interest cover | -25.68x | — | 88.87x |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Name history
Renamed 3 times since incorporation
- LIONTRUST ASSET MANAGEMENT PLC 1999-07-08 → present
- LIONHEART ASSET MANAGEMENT PLC 1999-06-30 → 1999-07-08
- RIVER & MERCANTILE ASSET MANAGEMENT LIMITED 1994-10-14 → 1999-06-30
- 206TH SHELF INVESTMENT COMPANY LIMITED 1994-08-02 → 1994-10-14
Audit & accounting basis
- Accounting basis
- IFRS
- Reporting scope
- Consolidated group
- Auditor
- Deloitte LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the group’s and parent company’s ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.”
Group structure
- LIONTRUST ASSET MANAGEMENT PLC · parent
- Liontrust Fund Partners LLP 100%
- Liontrust Investment Partners LLP 100%
- Liontrust Europe SA 100%
- Liontrust Switzerland AG 100%
- Liontrust Investment Services Limited 100%
- Liontrust Investment Management Limited 100%
- Liontrust Portfolio Management Limited 100%
- Liontrust International Luxembourg SA 100%
Significant events
- “On 16 March 2026, Liontrust announced that it had agreed to acquire River Global Holdings Limited (RGH) and its subsidiaries for cash consideration.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
7 active · 41 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| BUCKMASTER, Sally | Secretary | 2023-04-28 | — | — |
| ABROL, Vinay Kumar | Director | 2004-09-14 | Jul 1964 | British |
| DONALD, Mandy | Director | 2019-10-01 | Jul 1972 | British |
| GREENWOOD, Miriam Valerie | Director | 2023-11-16 | Apr 1954 | British |
| IONS, John Stephen | Director | 2010-05-06 | May 1966 | British |
| SAVAGE, Luke | Director | 2024-09-20 | Jun 1961 | British |
| SHELLEY, Rebecca Ann | Director | 2021-11-01 | Nov 1965 | British |
Show 41 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BIRLEY, John Keith | Secretary | 1995-11-01 | 1996-03-04 |
| DINSDALE, Hilary Jane | Secretary | 1995-02-01 | 1995-10-31 |
| GIBBONS, David Victor | Secretary | 1999-04-26 | 2009-02-28 |
| JACKSON, Mark Andrew | Secretary | 2017-11-22 | 2023-04-28 |
| JACKSON, Mark Andrew | Secretary | 2009-03-01 | 2017-09-01 |
| MCAULEY, Charles Joseph Paul Gustav | Secretary | 1996-03-04 | 1996-08-09 |
| MINOCHA, Susanne | Secretary | 2017-09-02 | 2017-11-22 |
| SWANSON, David William John | Secretary | 1996-09-16 | 1999-04-26 |
| RIVER & MERCANTILE INVESTMENT MANAGEMENT LIMITED | Corporate Secretary | 1994-12-22 | 1995-02-01 |
| SISEC LIMITED | Corporate Secretary | 1994-08-02 | 1994-12-22 |
| ASHER, Bernard Harry | Director | 2004-04-28 | 2010-02-04 |
| BARBOUR, Alastair William Stewart | Director | 2011-04-01 | 2024-09-19 |
| BECKWITH, John Lionel, Sir | Director | 1996-01-17 | 1999-06-28 |
| BISHOP, Michael John | Director | 2011-05-01 | 2021-09-23 |
| CAREY, William Evelyn Sausmarez | Director | 1995-02-01 | 2004-07-06 |
| CLARK, Gillian | Director | 1996-01-17 | 1997-07-11 |
| COLLINS, Adrian John Reginald | Director | 2009-06-10 | 2019-09-20 |
| EDMEADES, Chris John | Director | 2010-06-15 | 2011-02-01 |
| GNODDE, John Andrew | Director | 1997-05-30 | 1998-03-06 |
| GODFREY, Piers Michael | Director | 1994-12-20 | 1996-01-17 |
| HALL, Catherine Anne | Director | 2011-11-01 | 2011-11-01 |
| HIRSCH, Glyn Vincent | Director | 1999-06-01 | 2014-09-09 |
| HOOPER, Graham Leslie | Director | 2010-02-04 | 2011-04-01 |
| HOWARD BOYD, Emma | Director | 2022-01-19 | 2023-03-23 |
| HUGHES-MORGAN, Jonathan Michael Vernon | Director | 2011-10-05 | 2014-12-15 |
| JOHNSON, Mark Christopher | Director | 1996-02-15 | 2001-03-08 |
| LANG, Jeremy David | Director | 1997-07-01 | 2009-03-23 |
| LEGGE, Nigel Richard | Director | 1995-02-01 | 2010-05-06 |
| MILLER, David John | Director | 1998-01-12 | 1999-03-10 |
| MUNRO, Christopher Iain Craddock | Director | 1994-12-20 | 1996-03-12 |
| PATTISSON, William Thomas | Director | 1999-06-10 | 2009-03-23 |
| PEARSON, David Compton Froome | Director | 1994-12-21 | 1996-01-17 |
| PRICE, Quintin Rupert Salter | Director | 2021-07-01 | 2023-03-23 |
| ROSS, John Dacre Hastings | Director | 1996-07-31 | 1999-02-01 |
| SANGER, James Gerald | Director | 1999-06-01 | 2010-11-24 |
| TICKELL, Sophia Mary | Director | 2017-10-01 | 2021-09-23 |
| WINSER, Margaret Ellen | Director | 1996-03-15 | 2004-07-06 |
| YATES, Andrew | Director | 1997-11-03 | 2005-03-24 |
| YEANDLE, George Robb | Director | 2015-01-02 | 2024-09-19 |
| LOVITING LIMITED | Corporate Director | 1994-08-02 | 1994-12-20 |
| SERJEANTS'INN NOMINEES LIMITED | Corporate Director | 1994-08-02 | 1994-12-20 |
Ownership
Persons with significant control
Filing timeline
Last 20 of 410 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-08-19 | AA | accounts | Accounts with accounts type group | |
| 2026-08-17 | SH03 | capital | Capital return purchase own shares | |
| 2026-08-17 | SH03 | capital | Capital return purchase own shares | |
| 2026-08-17 | SH03 | capital | Capital return purchase own shares | |
| 2026-08-17 | SH03 | capital | Capital return purchase own shares | |
| 2026-08-17 | SH03 | capital | Capital return purchase own shares | |
| 2026-08-17 | SH03 | capital | Capital return purchase own shares | |
| 2026-08-05 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2026-07-15 | SH06 | capital | Capital cancellation shares | |
| 2026-07-15 | SH06 | capital | Capital cancellation shares | |
| 2026-07-15 | SH06 | capital | Capital cancellation shares | |
| 2026-07-15 | SH03 | capital | Capital return purchase own shares | |
| 2026-07-15 | SH03 | capital | Capital return purchase own shares | |
| 2026-07-01 | SH01 | capital | Capital allotment shares | |
| 2026-07-01 | AP01 | officers | Appoint person director company with name date | |
| 2026-07-01 | SH03 | capital | Capital return purchase own shares | |
| 2026-06-19 | SH03 | capital | Capital return purchase own shares | |
| 2026-06-10 | SH06 | capital | Capital cancellation shares | |
| 2026-06-01 | SH06 | capital | Capital cancellation shares | |
| 2026-05-28 | SH03 | capital | Capital return purchase own shares |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 20
- Capital events
- 17
- Officers appointed
- 0
- Officers resigned
- 0
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.