WisdomTree, a global financial innovator listed on the NYSE under the ticker WT, has completed its acquisition of Atlantic House Holdings Limited, a London-based active manager specializing in defined outcome and derivatives-driven investment strategies, for £150 million, approximately $200 million. The acquisition advances WisdomTree’s strategy of expanding in structurally growing areas of asset and wealth management.
Atlantic House manages a range of strategies including the £2.5 billion Atlantic House Defined Returns Fund, alongside specialist strategies in Liquid Alternatives, Equity Replacement, Fixed Income, and Hedging, as well as bespoke structured notes. The acquisition strengthens WisdomTree’s ability to design, launch, and scale differentiated active ETFs globally, supporting the planned launch of 15 to 20 defined outcome ETFs over the next 18 months. It also expands the firm’s Models and Portfolio Solutions platform into the UK wealth market. Following the transaction, WisdomTree manages approximately $163.19 billion in assets globally.
KEY QUOTES:
“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.”
Jonathan Steinberg, Founder and CEO, WisdomTree
“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.”
Tom May, Chief Executive Officer, Atlantic House
