Albemarle Street Partners to become WisdomTree Portfolio Solutions

Rebrand builds on its success with advisers and reinforces commitment to the UK advice market

Albemarle Street Partners will rebrand on 1 February 2027^*, becoming WisdomTree Portfolio Solutions, following WisdomTree’s acquisition of Atlantic House in May. The change marks the next stage in the development of the investment business it has built supporting financial advisers across the UK.

Through its Managed Portfolio Service (MPS) and multi-asset funds, Albemarle Street Partners has built a strong proposition focused on understanding the needs of advisers and helping them deliver good long-term outcomes for their clients.

Ensuring continuity for advisers

The existing investment team, philosophy and open-architecture approach will remain unchanged, while the team will benefit from greater access to WisdomTree’s wider research, investment expertise and resources. This will strengthen the team’s existing capabilities and provide a broader platform to develop new and enhance existing investment solutions, deepen relationships with UK advisers and support the long-term growth ambitions of WisdomTree’s Portfolio Solutions business across Europe.

Charlie Parker, Head of ASPIM, said: “We are proud of what we have built at Albemarle Street Partners, a business centred on understanding advisers and developing investment solutions around their individual investment philosophies and the needs of their clients. Rebranding to WisdomTree Portfolio Solutions allows us to build on those foundations. Our team and investment approach remain the same and we will draw more extensively on WisdomTree’s research and investment expertise, strengthening our capabilities and what we can deliver for advisers and their clients.”

Charlie Parker’s job title will change on 2 November 2026 to Head of Portfolio Solutions, Europe.

What is changing?

From 1 February 2027^*:

• Albemarle Street Partners will become WisdomTree Portfolio Solutions, with a new brand identity and look and feel.
• Adviser and client documentation, communications and digital materials will be updated to reflect the new identity and associated administrative changes.
• Advisers will receive detailed information ahead of the rebrand, including whether any action is required.

A broader commitment to portfolio solutions

The evolution of Albemarle Street Partners forms part of WisdomTree’s broader commitment to portfolio solutions and the financial adviser market.

WisdomTree has an established history of developing differentiated investment solutions and model portfolios in the United States and Europe. Bringing these capabilities more closely together with the expertise Albemarle Street Partners has built in the UK creates a stronger platform for future growth in the UK and Europe.

WisdomTree sees a significant opportunity to deepen its relationships with financial advisers across the continent, expanding the solutions available to them and continue investing in the services and capabilities that support their businesses and clients.

Alexis Marinof, CEO, Europe, WisdomTree said: “This is more than a name change. It reflects our commitment to build on the great work of Albemarle Street Partners in the UK and support more advisers, by responding to growing demand for investment and portfolio solutions that genuinely help meet the long-term objectives of their clients. The UK remains a key focus, alongside our long-term ambition to expand our Portfolio Solutions offering across Europe. We will continue to invest in the people, capabilities and solutions that help advisers meet their evolving needs and deliver for their clients in the UK and Europe.”

^*Our change of trading name will take effect at the same time as the planned change of name of our legal entity, Atlantic House Investments Limited, to WisdomTree Investment Management Europe Limited. These changes are subject to regulatory and other approvals and take effect when registered by Companies House, which we expect to be on 1 February 2027. We will confirm once the changes have taken effect.