People

Inclusive culture

Liontrust values its people and intends to nurture a working environment and culture that attracts talent to its business, develops it, and retains it over the long term.

Liontrust seeks to foster an environment in which all employees are engaged and empowered to participate actively in the business, to help achieve the Company’s purpose and strategic objectives, and to act according to its values. Every Liontrust employee is accountable for their commitments and actions, as well as for delivering on the Company’s promises. 

Liontrust’s business is dynamic and ambitious, and promotes positivity with a culture of trust, support and respect for one another. The staff collaborate regularly and are open-minded to new ideas, challenge and debate. Liontrust promotes DEI and values psychological safety. All employees are responsible for upholding the highest standards of integrity, being trustworthy and transparent while making decisions with a clear sense of fairness. 

Workforce Advisory Forum

Liontrust’s Workforce Advisory Forum (WAF) has elected representatives from across the business and includes a Non-executive Director. To maintain links with business strategy, the WAF is chaired by the Deputy Head of Finance and supported by HR. The WAF serves as an advisory group to the Board on matters relating to the workforce of Liontrust. The WAF supports the Company in two-way information sharing on matters of workforce importance which may include engagement, appropriate strategies for the recognition and development of a diverse workforce and development opportunities for colleagues. 

Engagement survey

2024 marked the fifth year that Liontrust undertook an annual engagement survey with its staff. Liontrust believes measuring staff engagement is important in: 

• helping to improve key business outcomes

• collecting feedback at scale

• taking informed action on improving company culture or experiences at work

• understanding areas of potential improvement

The December 2024 survey had a 78% participation rate. Liontrust’s engagement score against five core questions was 72%, which is slightly ahead of other UK financial services companies measured in 2024, whose average engagement score was 68%. It was also 1% ahead of Liontrust’s score the previous year. Liontrust’s approach to flexible working, connection with management, and wellbeing are areas of strength, with positive feedback of 85%+. 

Investment 20/20 Internship Programme 

Liontrust first partnered with the Investment Association in 2019 for its Investment 20/20 Internship programme, which introduces young people to the asset management industry on a fixed term contract basis. The initiative helps interns gain industry knowledge and experience and to develop relationships, enabling them to progress in their careers and providing them with skills to secure a permanent role. 

As part of the Investment 20/20 programme, trainees have opportunities to meet and network with over 200 of their peers across the industry and participate in social and insight events. Investment 20/20 also provides training on technical and soft skills. Liontrust currently has three trainees in position and two have been extended beyond the initial one-year contract.