GWM Investment Management has announced the acquisition of a stake in Optimus Capital.
The deal, announced via a statement earlier today, will lead to a new bespoke portfolio service being added to GWM Investment Management’s offering, the company said.
Based in Mayfair, London, GWM Investment Management is the boutique wealth manager and investment consultancy that is an affiliate of the Guardian Wealth Management (GWM) Group.
The company said that it has “acquired an interest” in Optimus Capital, the discretionary investment manager for both private and institutional clients, which is led by Martin Newson, a former head of European Equities of Credit Suisse.
The firm also works with institutions, charities and private clients to offer bespoke portfolio services as well as private placements and has a strong network of long-standing relationships with issuers, family offices and high-net-worth-individuals.
Chris Payne, managing director at GWM Investment Management, said: “We are delighted to announce our partnership with Optimus Capital, in what represents another exciting chapter in GWM’s growth plan. The firm’s consolidated offering of asset management, private equity, and quantitative research capability makes it the perfect partner for GWM, and will be invaluable in strengthening our investment proposition.
“The partnership with Optimus Capital perfectly complements our existing proposition, bringing an institutional style, private equity deal capabilities for clients, and a range of diversified portfolios to our current offering. We would like to extend a warm welcome to Martin and his team.”
Martin Newson, chief executive officer and chief investment officer at Optimus Capital, said that the partnership is “a reflection of how far Optimus has come in the last few years”.