The British asset manager Liontrust has significantly expanded its activities in Switzerland within a short period of time. Since Oscar Andreu took over the management of the Swiss office two years after the failed takeover attempt of GAM in March 2025, the company has succeeded in attracting new clients and strengthening its market position in the institutional segment. Andreu explained this in an interview with the online portal Moneycab.

A central pillar of the strategy is the focus on institutional investors such as private banks, pension funds, insurance companies and family offices. This approach is paying off. «Recently, we have successfully won new clients – including a segregated mandate with a large institutional investor worth around 300 million euro,» Andreu said in the interview.

Goal: Double Assets Under Management

Andreu draws a positive interim conclusion. «In less than a year, we have generated recurring annual revenues sufficient to pay at least five full-time employees,» he said. «This means the Swiss initiative is already a major success today.»

Assets under management have also grown quickly, making Switzerland an increasingly important market for the British asset manager. «A year ago, we were close to zero; today Switzerland is Liontrust’s second-largest market in terms of assets under management – behind only the United Kingdom,» said the head of Switzerland.

Liontrust has set ambitious goals for the coming years. «In two years, I want to double the assets under management in Switzerland,» Andreu explained. «In the long term, we want Liontrust to become as well known in Switzerland as it is in the United Kingdom.»

Liontrust was founded in 1994 and has been listed on the London Stock Exchange since 1999. The company manages around 22 billion pounds and focuses on specialised investment teams with independent investment processes across equities, fixed income, sustainable investments and multi-asset strategies.