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November 3, 2020

Liontrust finalises takeover of Architas UK investment business

Specialist fund manager Liontrust has closed the purchase of the Architas UK investment business following regulatory and shareholder nod.

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The deal, announced in July this year, involves the acquisition of Architas Multi-Manager Limited and Architas Advisory Services from French insurer Axa.

Liontrust will pay up to £75m for the acquisition. However, the firm has not detailed how the deal payment will be structured.

The deal adds £5.7bn in assets under management and advice (AuMA) to Liontrust, boosting its AuMA to £26.8bn.

The amalgatipm has led to the formation of a multi-asset multi-manager proposition. John Husselbee will lead the enlarged team while Sheldon MacDonald will serve as the deputy head.

The target risk portfolios and risk profiled, income generating and specialist funds overseen by the team will now adopt the Liontrust brand.

Liontrust CEO John Ions called the deal a “strategic acquisition”.

Ions noted: “Completing the purchase expands our distribution among financial advisers through the scale of the combined multi-asset businesses, the strength of the merged investment team, the broad range of multi-asset multi-manager portfolios and funds and enhanced client service.

“Financial advisers are key clients for Liontrust because of the responsibility they have as guardians of people’s savings. By offering both risk profiled funds and target risk portfolios, we will help advisers meet their suitability requirements by being able to choose the solution that best addresses their clients’ individual needs for investment and risk.”

A year ago, Liontrust snapped up Neptune Investment Management for a consideration of up to £40m.

The deal resulted in Neptune’s 19 funds, spanning global, income, regional as well as emerging markets, transferred, with no planned changes to their managers or investment processes.

Free Report
img

How attractive are current investment opportunities in Europe?

Europe has been identified as one of the most favorable regions for investors, seeing high investment activity in the past year. Most of these investments have been through Debt Offering, valued at close to $700 billion. The region has provided attractive investments in a diverse set of companies. Companies who tend to major themes such Digital Media, Cloud, Artificial Intelligence, E-commerce, and Big Data are recording the highest number of deals, with Digital Media recording close to 2,000 deals. However, GlobalData’s whitepaper offers a full view of the market, analyzing less successful or attractive points of investment as well, examining statistics on Equity Offering investments and PE/VC deals. Understand how government agencies for economies around the world use GlobalData Explorer to:  
  • Track the M&A and Capital Raising volumes into their target market
  • Identify the top sectors in the target market attracting the investments
  • For any investment segment, identify the top Investors inside and outside the target economy that are already investing in the Segment
  • Assess and showcase the growth potential for various Industries in the target economy
Don’t miss out on key market insights that can help optimize your next investment – read the report now.
by GlobalData
Enter your details here to receive your free Report.

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