“We are delighted to be a fully independent, employee-owned, investor-led fund management firm once again,” Amati CEO Dr Paul Jourdan said in a statement. “With fully aligned and incentivised teams and a strong and scalable platform for growth, we go into 2026 with renewed vigour and confidence. I would like to take this opportunity to thank our colleagues at Mattioli Woods for their partnership and support over the past eight years.”

From founding the business in 2010, Amati is committed to a policy of giving 10 per cent of its annual profits to UK charities. This has seen more than £1.5 million ($2.01million) gifted to over 60 UK charities through the years, the Edinburgh-based boutique re-affirming this commitment for the future on the back of the buyout.

Funds update
Amati views the UK smaller companies asset class with optimism for the opportunities it presents to investors. The company also announced that Gregor Paterson has been appointed as a fund manager for the flagship WS Amati UK Listed Smaller Companies.

“Neglected UK small caps are now offering a myriad of compelling investment opportunities. Long-term outperformance of UK smaller companies versus large caps has been a feature since 1955, and we believe the current situation creates the potential for a sharp improvement in returns for the asset class and our UK Listed Smaller Companies Fund,” Jourdan said.

Meanwhile, the company’s newer strategies – namely WS Amati Strategic Metals Fund (launched in 2021) and WS Amati Global Innovation Fund (launched in 2022) – continue to grow their assets under management and are delivering top quartile performance and strong absolute returns for clients, the firm continued. Reflecting the evolution of these funds, Amati appointed Georges Lequime, fund manager on the Strategic Metals Fund and Mikhail Zverev, fund manager on the Global Innovation Fund, to the Amati board.

“We took a decision a number of years ago, to diversify the business into two important global equity asset classes, Natural Resources and Global Innovation,” Jourdan said. “Both have delivered handsomely, and especially over the last year.”

“The Strategic Metals Fund managers have decades of mining investing and direct mining industry experience, and it is this depth of expertise combined with the wide-ranging remit to invest across all metals, and the focus on small and mid-sized mining companies, which we believe distinguishes the fund from others in the sector,” he continued. “The critical importance of mining and strategic metals in the new geopolitical reality has become abundantly clear. This has created some powerful upward trends in metals prices, most notably in gold and silver during 2025, as well as a scramble for control of new rare earth mining projects outside of China, from which the fund has benefited.”