Advisors Asset Management (AAM) has expanded its strategic partnership with Rothschild Asset Management to distribute separately managed accounts (SMAs), including Rothschild’s U.S. Large-Cap Core, U.S. Large-Cap Value and U.S. Balanced strategies.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
AAM said that the agreement will expand its distribution and operations functions to include Rothschild’s U.S. Large-Cap Core and U.S. Large-Cap Value strategies.
Under the agreement, Rothschild will continue to serve as investment manager for the two large-cap strategies and the investment advisor to the Balanced strategy with AAM acting as the sub-advisor for the fixed income portion.
AAM CEO Scott Colyer said: "Building on the creation of three smart beta UITs in March, this agreement marks an important milestone in AAM’s strategic partnership with Rothschild.
"We are thrilled to partner with such a distinguished global asset management firm and be recognized for our national distribution model and leading back-office capabilities. We look forward to growing our relationship with Rothschild."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataRothschild Asset Management CEO Mike Woods said: "From a distribution perspective, AAM is an ideal partner for SMA and UIT distribution because of the firm’s long-standing relationships with financial advisors across multiple channels. In addition, AAM’s reliable and proven back-office operations make the firm a natural fit for our U.S. Large-Cap SMA accounts."
AAM entered into a strategic partnership with Rothschild Asset Management in March 2016.
