A new chapter

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

WisdomTree is an innovative investment firm focused on designing better ways to invest. This change will allow us to continue developing our model portfolio service while identifying new opportunities to deliver the performance advisers seek for their clients.  

Charlie Parker, managing director at Albemarle Street Partners, will continue to lead the business, and the team stays in place with the same mandate to deliver the investment proposition and service advisers expect. Our investment proposition remains independent and open architecture, guided by the same investment philosophy that underpins our decision-making.  

Charlie Parker discussed the news:

“We understand continuity is paramount, our leadership and investment team remain in place and will continue to run the strategies, including model portfolios, with the same disciplined process and long-term philosophy. For clients, it is very much business as usual.” 

We see WisdomTree as one of the most innovative and forward-looking asset managers in the industry. They share our desire to identify ways to enhance portfolio diversification and resilience, as well as our belief that the best investment propositions are those shaped around the advice philosophies of great financial advisers.  

WisdomTree has expressed strong support for our business and is excited about the continued growth of our model portfolio capabilities. Our partnership is designed to support this growth while preserving what makes our business distinct. 

We are excited to access WisdomTree’s research and technology capabilities and to work with the wider team as we build relationships with our new colleagues. 

Thank you to all our clients for their continued support.