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GWM Investment Management takes stake in Optimus Capital

Brown Shipley

GWM Investment Management, the boutique wealth manager and investment consultancy, has acquired an interest in Optimus Capital, the discretionary investment manager.

Optimus Capital looks after both private and institutional clients. It is led by Martin Newson, a former Head of European Equities of Credit Suisse and a number one ranked equity analyst in the research department of Goldman Sachs in London.

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.”

Newson added: “This partnership is a reflection of how far Optimus has come in the last few years. GWM Investment Management has built a wealth and investment offering that we are hugely excited to be part of. We look forward to developing the business and continuing to provide our clients with high quality dedicated wealth and investment management services.”

GWM Investment Management was formed in 2016 and is an affiliate of the GWM Group, a global wealth management business. The boutique wealth manager and investment consultancy offers a range of services, from investment consultancy and wealth planning to tier one visa investment management and also acts for professional trustees.

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