Liontrust Investment Partners LLP

• Principal Place of Business

  2 Savoy Court

  London

  WC2R 0EZ

  UNITED KINGDOM

  Phone

  +4402074121700

  Web

  https://www.liontrust.co.uk

• Complaints Contact

  Liontrust Asset Management plc, 2 Savoy Court

  London

  Westminster

  WC2R 0EZ

  UNITED KINGDOM

  Phone

  +4402074121700

• P2P Lending Advice

  For Eligible Counterparty, Professional

• Investment Advice (no pensions)

  For Eligible Counterparty, Professional, Alternative Debenture, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Funeral plan contract, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

  Show 2 limitations Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • · Limited to investment management activities for the specified customer types.

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Eligible Counterparty, Professional, Retail (Investment), Alternative Debenture, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Funeral plan contract, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

  Show 2 limitations Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • · Limited to investment management activities for the specified customer types.

• Arranges Asset Safekeeping

  For Eligible Counterparty, Professional, Retail (Investment), Alternative Debenture, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Funeral plan contract, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Stockbroking

  For Eligible Counterparty, Professional, Retail (Investment), Alternative Debenture, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Funeral plan contract, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

  Show 2 limitations Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • · Limited to investment management activities for the specified customer types.

• Investment Setup

  For Eligible Counterparty, Professional, Retail (Investment), Alternative Debenture, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Funeral plan contract, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

  Show 2 limitations Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • · Limited to investment management activities for the specified customer types.

• Manages Your Portfolio

  For Eligible Counterparty, Professional, Retail (Investment), Alternative Debenture, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Funeral plan contract, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

  Show 2 limitations Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • · Limited to investment management activities for the specified customer types.

• Madeleine Isobel Wilkinson Davies

  IRN MXD00413

  • [FCA CF] Client dealing (22 Feb 2024 to 17 Apr 2025)
• Mandy Donald

  IRN MXD02506

  • CF2 Non Executive Director (27 Sep 2019 to 8 Dec 2019)
• Mark Barrie Hawtin

  IRN MBH01015

  • [FCA CF] Client dealing (since 20 May 2024)
  • [FCA CF] Manager of certification employee (since 20 May 2024)
• Mark James Wright

  IRN MJW01447

  • [FCA CF] Manager of certification employee (1 Aug 2024 to 8 Dec 2025)
  • [FCA CF] Client dealing (1 Aug 2024 to 8 Dec 2025)
• Mark Kennedy Williams

  IRN MKW01012

  • CF4 Partner (1 Oct 2011 to 9 Dec 2019)
  • CF30 Customer (1 Oct 2011 to 8 Dec 2019)
• Martin Kearney

  IRN MXK01868

  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • SMF27 Partner (9 Dec 2019 to 1 Apr 2024)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 3 Jun 2024)
  • CF28 Systems and controls (27 Oct 2014 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (9 Apr 2013 to 8 Dec 2019)
  • CF10 Compliance Oversight (9 Apr 2013 to 8 Dec 2019)
  • CF4 Partner (3 Aug 2012 to 8 Dec 2019)
• Martin Paul Hendry

  IRN MPH01130

  • [FCA CF] Manager of certification employee (7 Aug 2023 to 8 Jun 2025)
  • [FCA CF] Client dealing (10 Mar 2021 to 8 Jun 2025)
  • CF30 Customer (23 Dec 2016 to 8 Dec 2019)
• Martina Huntley

  IRN MXH03303

  • [FCA CF] Significant management (since 10 Jul 2025)
• Martyn Duncan Jones

  IRN MDJ01080

  • [FCA CF] Manager of certification employee (since 7 Dec 2023)
  • [FCA CF] Client dealing (since 10 Mar 2021)
  • CF30 Customer (31 Oct 2018 to 8 Dec 2019)
• Matthew James Pierpoint Tonge

  IRN MJT01155

  • [FCA CF] Client dealing (since 10 Mar 2021)
  • [FCA CF] Manager of certification employee (since 10 Mar 2021)
  • CF4 Partner (14 Sep 2010 to 9 Dec 2019)
  • CF30 Customer (8 Jul 2010 to 8 Dec 2019)

No changes recorded yet.