The proposed acquisition adds approximately £1.9bn of assets under management and advice through multi-asset funds, fund mandates and model portfolio services to Liontrust’s portfolio. Completion is subject to customary closing conditions and is expected to occur prior to 31 December 2026.

King & Spalding is advising Liontrust with a team led by London M&A partner James Connor and including William Charnley, William Morris, Tessa Cranfield, Russell Warren, Eve-Christie Vermynck and Costa Burkov.

More information on the deal can be found below.

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