What Atlantic House does

Atlantic House is a London-based systematic investment manager founded in 2008 that specializes in derivatives-based defined outcome and risk-managed investment solutions for UK professional clients, eligible counterparties, and institutional investors. The firm operates a focused product set of five funds — Defined Returns Fund (£2.2 billion AUM, 7-8% target since inception ~10 years ago), Global Defined Returns Fund, Defensive Defined Returns Fund, Uncorrelated Strategies Fund, and Dynamic Duration Fund — alongside bespoke solutions delivered through its Solutions business and discretionary services via subsidiary Albemarle Street Partners.

The firm's technology stack centers on a proprietary derivatives expertise supported by two notable platforms: the Risk Cube risk analysis and portfolio insights tool, and the Inflation Market Forecasts tool, which derives inflation expectations from inflation swap markets. Distribution combines direct institutional sales with a UK independent financial adviser channel and content marketing (Top of the Swaps podcast, Education Hub, annual investment conference).

Atlantic House monetizes through recurring management fees on AUM, with a blended fee rate of 53-55 basis points reported by WisdomTree. On May 1, 2026, Atlantic House was acquired by WisdomTree, Inc. (NYSE: WT) for approximately £150 million (~$200 million), bringing the firm's ~$4 billion AUM and derivatives capabilities into WisdomTree's broader ETF and Models & Portfolio Solutions platform. CEO Tom May continued leading the business and joined WisdomTree's European Management Team as Global CIO of Outcome and Derivative Strategies.

Name

Atlantic House

Legal name

Atlantic House Group Limited

Website

https://atlantichousegroup.com

Company type

Private

Founded year

2008

Operating status

Acquired

Headcount range

11–50 employees

Short description

Atlantic House is a London-based systematic asset manager that uses derivatives to deliver defined outcome and risk-managed investment solutions to UK professional clients, eligible counterparties, and institutional investors across five flagship funds with approximately $4 billion in AUM.

Ownership category

akta.pro rank

Product category

Investment Management / Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Other Financial Vehicles (52599)

SIC

Investment Advice (6282)

akta.pro primary industry

Insurance General Accounts (Institutional Asset Owners) (FSAAAGAG)

Keywords

• Derivatives-based investment management
• Defined outcome funds
• Risk-managed solutions
• Systematic asset management
• Structured investment products

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Asset Management Fees: Atlantic House generates revenue through management fees charged on its range of investment funds including Defined Returns Fund, Global Defined Returns Fund, Uncorrelated Strategies Fund, and Dynamic Duration Fund. The firm adds approximately $4 billion in AUM at a blended 53-55 basis point fee rate from its acquired operations.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Atlantic House is a London-based systematic investment manager that builds and manages derivatives-based defined outcome funds and risk-managed investment solutions. The firm sells a range of funds (Defined Returns, Global Defined Returns, Defensive Defined Returns, Uncorrelated Strategies, and Dynamic Duration) plus bespoke equity, fixed income, hedging, and access solutions to UK professional clients, eligible counterparties, and institutional investors. It also provides a proprietary risk analysis platform (Risk Cube) and inflation forecasting capability to support its clients.

Differentiator

Problem solved

Functional benefit

Brands

• Defined Returns Fund: Flaghship defined return strategy designed to deliver specific outcomes under defined market conditions, with £2.2 billion in assets and a 7-8% annualised return target since inception 10 years ago.
• Global Defined Returns Fund
• Defensive Defined Returns Fund
• Uncorrelated Strategies Fund
• Dynamic Duration Fund
• Risk Cube
• Top of the Swaps
• Albemarle Street Partners

Products and services

• Defined Returns Fund Atlantic House's flagship systematic defined return fund designed to deliver specific outcomes under defined market conditions, targeting 7-8% annualized returns. It uses derivatives to provide defined outcomes for professional and institutional investors.
• Global Defined Returns Fund Global version of the flagship defined returns fund focusing on the US market as the primary equity index, targeting 8-9% returns for sophisticated investors.
• Defensive Defined Returns Fund More defensive defined outcome fund with a protection overlay, designed for cautious sophisticated investors seeking defined returns with enhanced downside protection.
• Uncorrelated Strategies Fund Liquid alternatives fund providing uncorrelated returns without sacrificing liquidity, offering true diversification benefits to professional investors.
• Dynamic Duration Fund Systematic, signal-based fixed income fund using derivatives to dynamically manage duration and credit risk, addressing yield challenges in fixed income for sophisticated investors.
• Albemarle Street Partners Discretionary Investment Management Discretionary investment management service for a select group of UK independent financial advisers, provided through Atlantic House's subsidiary Albemarle Street Partners.

Quantifiable outcome

• Global Defined Returns Fund achieved +8.4% return in first year with assets approaching £50 million
• +3 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Three partnerships are on record, tiered minor and core.

• Stable SeaminorGTM or Marketing Partner · 29 April 2026Strategic partnership where Stable Sea provides businesses access to WisdomTree's tokenized treasury products, including the WisdomTree Treasury Money Market Digital Fund (WTGXX), through an embedded workflow on Stable Sea's platform. Addresses the gap in business treasury management where operating cash frequently earns minimal yield.
• WisdomTreecoreOthers · 16 March 2026Atlantic House was acquired by WisdomTree, Inc. for approximately £150 million (~$200 million). The acquisition was completed on May 1, 2026. Atlantic House CEO Tom May continues leading the business and joined WisdomTree's European Management Team as Global CIO of Outcome and Derivative Strategies. The acquisition expands WisdomTree's defined outcome and derivatives ETF capabilities and extends its Models and Portfolio Solutions platform into the UK wealth market.
• Albemararle Street PartnersminorChannel Partner/ Reseller/ DistributorAlbemararle Street Partners is a discretionary investment manager working exclusively with a select group of financial advisers. It is the investment manager for independently-minded financial advisers and represents an established distribution relationship for Atlantic House products.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Man Group: London-headquartered global systematic asset manager with extensive derivatives and alternatives capability (Man AHL, Man FRM). Comparable to Atlantic House as a UK-based systematic manager offering institutional and professional-client products using derivatives-driven strategies.
• Winton Group: London-based quantitative/CTA asset manager using systematic, research-driven strategies with significant derivatives usage. Comparable to Atlantic House in its UK domicile, institutional client focus, and reliance on derivatives-based systematic investment processes.
• Capula Investment Management: London-based hedge fund manager specialising in systematic fixed income, relative value, and derivatives strategies. Highly comparable to Atlantic House's Dynamic Duration Fund and broader fixed-income hedging capabilities in the UK institutional market.
• Ruffer Investment Management: London-based multi-asset manager that uses derivatives extensively for downside protection and inflation hedging. Comparable to Atlantic House's UK institutional focus, derivatives-based outcome strategies, and Defined Returns/Defensive product approach.
• BlueCrest Capital Management: London-based systematic multi-strategy hedge fund (re-launched to external clients in 2024). Comparable to Atlantic House as a UK systematic firm applying derivatives across multi-asset strategies for institutional and professional investors.
• Aspect Capital: London-based managed futures / CTA manager using systematic, derivatives-driven approaches. Comparable to Atlantic House in its UK base, systematic derivatives expertise, and institutional / professional client base seeking liquid alternatives.
• Calamos Investments: US-based asset manager and pioneer of defined outcome ETFs (buffered/structured ETFs). Comparable to Atlantic House's Defined Returns, Global Defined Returns, and Defensive Defined Returns strategies, which target the same outcome-driven investor use case.
• Innovator ETFs: US ETF issuer behind the first Defined Outcome ETF (Buffer ETFs). Directly comparable to Atlantic House's defined outcome franchise and increasingly competitive as WisdomTree launches 15-20 products in the same category.

Broad incumbents

• WisdomTree, Inc. Acquirer of Atlantic House (May 2026) and a global ETF sponsor with growing defined-outcome and currency-hedged ETF capabilities. Comparable as a broader incumbent in defined outcome investing and as Atlantic House's parent platform distributing the team's IP across global ETF wrappers.
• Jupiter Asset Management: London-listed UK asset manager with multi-asset and fixed income strategies serving UK intermediaries. Comparable to Atlantic House as a UK-based asset manager distributing via IFAs and the wealth channel, though at larger AUM and broader mandate scope.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/atlantic-house-fund-management
• Xx.com/AH_Investments

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Atlantic House