WisdomTree closes £150m purchase of Atlantic House

WisdomTree has completed the acquisition of Atlantic House, the London-based active investment firm focused on defined outcome and derivatives-led strategies.

The transaction was first announced in March.

Atlantic House oversees about £4.1bn ($5.5bn) in assets.

Atlantic House CEO Tom May said: “Joining WisdomTree represents a compelling opportunity to extend our defined outcome strategies and model portfolio offering with greater scale and reach, globally.

“Our investment team remains in place and will continue to manage strategies with the same disciplined approach and philosophy our clients expect.”

With the deal now completed, WisdomTree has added investment capabilities in defined outcome and derivatives-based strategies, alongside Atlantic House’s specialist team.

The acquisition supports WisdomTree’s plan to broaden its presence in areas of asset and wealth management.

The transaction will contribute to its development of active ETFs worldwide and is linked to plans to introduce 15-20 defined outcome ETFs globally over the next 18 months.

The deal also extends the firm’s Models and Portfolio Solutions business into the UK wealth market and adds to its distribution reach in Europe.

The purchase price was £150m ($200m), payable on completion and subject to customary adjustments.

After the transaction, WisdomTree’s global assets under management total about $163.19bn, including assets added through its 2025 acquisition of Ceres Partners, which marked its move into private markets.

WisdomTree Founder and CEO Jonathan Steinberg said: “The addition of Atlantic House advances our strategy of expanding in structurally growing areas of asset management, including active ETFs, outcome-oriented strategies and managed models.

“By combining differentiated derivatives expertise with our global distribution, we are strengthening our ability to innovate and deliver more differentiated solutions that support long-term value for both our clients and our stockholders.”

"WisdomTree closes £150m purchase of Atlantic House " was originally created and published by Private Banker International, a GlobalData owned brand.

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