Liontrust Management Limited

Reference number: 146873

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Scammers have impersonated this firm. The FCA has published 1 warning naming the fake phone numbers, emails and websites they used. See the warnings →

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When liontrust.com first appeared online, and whether it can receive email
  • What kind of line 020 7412 1700 is, and the 4 other firms that give it
  • Who else gives the postcode EH2 4ET
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Other names (5)

If you were contacted under any of these names, it is this firm.

  • RGI Trading name
  • RGI Fund Management Trading name
  • RGI FUND MANAGEMENT LIMITED Former name
  • Scottish Value Management Ltd Former name
  • SVM Asset Management Limited Former name

Warning

Scammers have impersonated this firm

Fraudsters have used this firm's name or details with their own contact information to appear genuine. Check whatever you were given below, and against the firm's real details above.

Fake phone numbers (2)
  • 003 5315133715
  • 003 5319010153
Fake email addresses (1)
  • info@svmireland.com
Fake websites (1)
  • svmireland.com
The FCA warning these came from

Scammers change these details often. Always check the live FCA warning.

FCA permissions and consumer protection

  • Hold or safeguard your money · Run or oversee funds FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (2 permissions)
  • Managing an unauthorised AIF
  • Managing a UK UCITS
One supervisory condition set by the FCA

These are conditions the FCA places on the firm itself, covering things like capital it must hold and what it must report. They do not change what the firm may do for you.

  • Small Authorised UK AIFM (Sub-Threshold)
    The total value of assets under management by the firm must not exceed the relevant threshold as set out in Article 3(2) of AIFMD (as determined under Chapter II, section I of the AIFMD level 2 regulation). In the event that the relevant threshold is breached, the firm must submit an application for authorisation as a Full-scope UK AIFM to the FCA

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

The clone warnings above are scammers using this firm's name, not something the firm has done.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
SC125817
Company status
Active
Company type
Private limited company
Incorporated
26 June 1990 (36 years old)
Registered office
24/25 Charlotte Square, Edinburgh, EH2 4ET, Scotland
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Jonathan Arden Hewitt Director Nov 1969 1 Jun 2019 6 other companies
Jamie Graham Matheson Director May 1954 30 Mar 2023 21 other companies
Edward Jonathan Frank Catton Director Oct 1975 30 Jun 2026 14 other companies
Martin Kearney Director Jun 1979 30 Jun 2026 12 other companies
Sally Buckmaster Secretary Not published 30 Jun 2026 –

Other companies run by these 4 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
42
closed down
9
went insolvent
4

In the full report: all 42 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • The 4 that went into liquidation or administration
  • The 10 on the FCA register
  • The 11 companies these 4 directors run together
  • All 18 people who have ever been directors, with their dates
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Key dates in its history

Liontrust Management’s history from the FCA register and Companies House, newest first.

Key events (17) All events (54)

2026

4 August 2026

  • Changed its registered name from "RGI FUND MANAGEMENT LIMITED"

FCA register

19 January 2026

  • Changed its registered name from "SVM Asset Management Limited"

FCA register

2025

28 July 2025

  • Liontrust Global Holdings Limited took control (75–100% of shares)
  • Svm Asset Management Holdings Limited gave up control

Companies House

20 January 2025

  • FCA imposed a requirement (Small Authorised UK AIFM (Sub-Threshold))

FCA register

2022

16 May 2022

  • Colin William McLean gave up control
  • Margaret Anderson Lawson gave up control
  • Svm Asset Management Holdings Limited took control (75–100% of shares)

Companies House

2016

5 June 2016

  • Colin William McLean took control (75–100% of shares)
  • Margaret Anderson Lawson took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2011

27 May 2011

  • FCA warned the public about a scam impersonating this firm

FCA warning list

2002

16 September 2002

  • Changed its registered name from "Scottish Value Management Ltd"

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

1990

26 June 1990

  • Incorporated at Companies House

Companies House

1901

1 January 1901

  • Regulated by the Investment Management Regulatory Organisation from this date

FCA register

In the full report: all 54 events

  • All 54 events in its history (17 shown here)
  • Every director appointment and resignation: 32
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Firms connected to Liontrust Management

Other FCA-listed firms that share a director, phone number or address with Liontrust Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
6
share a director
6
share its phone number
4

In the full report: all 6 connected firms, named

  • How each is linked: shared directors (6), the same phone number (4)
  • Who links each one: the named directors, with dates
  • 4 past links through former directors
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Firms like Liontrust Management

Other firms of the same type (investment or fund manager), nearest first.

In Edinburgh

HBOS Investment Fund Managers LimitedEdinburghAuthorisedAegon Investments LimitedEdinburghAuthorisedScottish Widows Unit Trust Managers LimitedEdinburghAuthorisedBaillie Gifford & Co LimitedEdinburghAuthorisedPatria Capital Partners LLPEdinburghAuthorisedAmati Global Investors LimitedEdinburghAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Liontrust Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 42 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 54 events in its history
  • 6 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Liontrust Management Limited FCA authorised?
Yes, Liontrust Management Limited (FRN 146873) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as an investment or fund manager. The FCA has placed no limits on its permissions.
What is Liontrust Management’s phone number and website?
The FCA register lists the phone number 020 7412 1700 and the website liontrust.com for Liontrust Management. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 4 other FCA firms.
Is Liontrust Management a scam or clone?
Scammers have impersonated Liontrust Management: the FCA has published a warning about fake versions of it, using contact details that are not the firm's. Only trust the details the FCA register gives for Liontrust Management, shown on this page.
Is my money safe with Liontrust Management?
It is permitted to hold and control client money, which it must keep separate from its own. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Liontrust Management to the Financial Ombudsman Service, free of charge.
Who owns Liontrust Management?
Liontrust Management is owned by Liontrust Global Holdings Limited, which holds 75–100% of shares and 75–100% of votes, since 28 July 2025. Before that, it was controlled by Svm Asset Management Holdings Limited, Mr Colin William McLean and Margaret Anderson Lawson.
Who runs Liontrust Management?
Companies House lists 4 directors of Liontrust Management: Jonathan Arden Hewitt, Jamie Graham Matheson, Edward Jonathan Frank Catton and Martin Kearney.
How long has Liontrust Management been in business?
The company was formed on 26 June 1990, and has held its current FCA authorisation since December 2001.
Does Liontrust Management use any other names?
It trades as RGI and RGI Fund Management. It has previously used 3 other names: RGI FUND MANAGEMENT LIMITED, Scottish Value Management Ltd and SVM Asset Management Limited.

Sources and links

The full report on Liontrust Management Limited

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