Acquisition positions Janus Henderson as a leading model portfolio
Janus Henderson Group, a leading global asset manager, recently announced it has entered into a definitive agreement to acquire 100% of Richard Bernstein Advisors (RBA), a research-driven, macro multi-asset investment manager. The acquisition positions Janus Henderson as a leading model portfolio and separately managed account (SMA) provider.
Founded in 2009 by Richard Bernstein and headquartered in New York City, RBA is an investment manager focused on longer-term investment strategies that combine top-down, macroeconomic analysis and quantitatively driven portfolio construction, overseeing approximately US$ 20bn in client assets.
Richard Bernstein will join Janus Henderson as Global Head of Macro & Customized Investing and enter into a multi-year agreement with the Company to lead the next phase of RBA’s growth.
Model portfolios
This acquisition will enable Janus Henderson to substantially enhance its position in model portfolios and SMAs. At the completion of the transaction, Janus Henderson will rank among the top 10 model portfolio providers in North America, placing it at the forefront of an industry that is well positioned for growth
“We believe the investment and distribution capabilities at both RBA and Janus Henderson is a winning combination and positions Janus Henderson for long-term success and market leadership in model portfolios and SMAs,” affirmed Ali Dibadj, Chief Executive Officer, Janus Henderson.
“Our macro investment approach will complement Janus Henderson’s bottom-up, fundamental investment strategies, expanding our combined capabilities for the benefit of our clients,” commented Richard Bernstein, Chief Executive Officer and Chief Investment Officer, Richard Bernstein Advisors.
The transaction is expected to close in Q2-2026, a press statement concluded.
