A new chapter

Over the past 18 years, we have worked diligently to help investors achieve their investment outcomes and navigate the challenges presented by evolving markets.

We are delighted to share important news regarding our ownership. Atlantic House has agreed to be acquired by WisdomTree. We expect this transaction to complete in the second quarter of 2026, subject to regulatory approval.  

WisdomTree is an innovative investment firm focused on designing market-leading, forward-thinking investments. They pioneered fundamentally weighted ETFs and today offer a broad range of differentiated ETFs and exchange-traded products (ETPs), combining cost efficiency with performance-focused strategies.

We are excited about the opportunities this development creates and the alignment with an organisation that shares our values and vision to deliver greater predictability and improved outcomes. Joining WisdomTree will allow us to build on our existing strengths while benefiting from the capabilities of the wider group. It will provide access to extensive research capabilities, additional investment wrappers, and a broader distribution platform.

CEO and CIO, Tom May, will continue to lead the business, and there will be no change to our funds, services or how we operate. Upon completion, Tom will sit on the European Management Team of WisdomTree and become Global CIO, Outcome and Derivative Strategies.

Tom May discussed the news:

“Our clients rely on our commitment to consistency and predictability, and that commitment remains. Our current suite of funds and the investment team remain unchanged. Becoming part of WisdomTree gives us the scale and distribution to extend our expertise more widely across the wealth market and bring new opportunities for our team and clients.”

WisdomTree has expressed strong support for our business and is excited about its people, investment offering, and continued growth. We see strong cultural alignment between our organisations, grounded in a shared commitment to helping investors achieve better outcomes. Our partnership is designed to support our continued growth, while preserving what makes our business distinct.

The team at Atlantic House looks forward to becoming part of WisdomTree and working together to enhance our market-leading outcome and derivative-based investment capabilities.

Thank you to all our clients for their continued support.