Seller Details:
Atlantic Swiss is a London-based private wealth manager with over $1 billion in assets under management and administration. Atlantic Swiss provides personalized financial planning and investment management to clients primarily across the UK and Western Europe, with experience serving professionals in the film, television, sports, music and fashion industries. Its hallmark “family CFO” approach brings financial planning and investment management together to address clients’ interconnected financial needs.
Buyer Details:
Wealthspire brings together a network of affiliated firms that provide wealth management, institutional advisory and business management services to individuals, families and institutions across the United States, Canada and the United Kingdom. Through its specialized subsidiaries and affiliates, clients can access wealth management, retirement plan consulting, nonprofit endowment and foundation advisory, business management and family office services tailored to their evolving financial needs.
Transaction Summary:
Ground Control Business Management (“Ground Control”), a division of Wealthspire, has acquired Atlantic Swiss. The UK private wealth manager will expand Wealthspire’s specialized capabilities serving professionals across the entertainment, sports and fashion industries. The acquisition also complements Wealthspire’s recently launched Sports & Entertainment practice, further strengthening its ability to serve clients with complex financial considerations tied to their careers. Atlantic Swiss will collaborate closely with Ground Control, building on the firm’s existing presence in the UK and expanding Wealthspire’s wealth management capabilities into a key international market.