We have high ambitions to make Sanlam a leader in client-centric wealth management and our acquisition of Thesis is an important milestone in that journey. Pan-European ESG Summit Zurich In we successfully launched our ESG roundtable for Swiss fund buyers only, but such was the level of interest from our community of fund buyers across Europe – that we have now widened the invitation to top asset allocators across the continent that are investors in ESG type funds. Like Sanlam, Thesis has consistently put the financial wellbeing of its clients at the forefront of its proposition and culture. Jonathan Polin, Sanlam UK chief executive said: Sanlam’s vertically integrated business model, which includes an asset manager, life company and adviser network in addition to its own wealth management business, places the group in a strong strategic position to markedly increase its market share. It was clear from the outset of our discussions with the Thesis management team that we were fully aligned in terms of investment philosophy, culture and an unwavering commitment to client service.

Like Sanlam, Thesis has consistently put the financial wellbeing of its clients at the forefront of its proposition and culture. David Tyerman, managing director of Thesis said: The acquisition is a manifestation of Sanlam’s strategy set out in by chief executive, Jonathan Polin, of becoming the wealth manager of choice for high net worth individuals and their advisers. InvestmentEurope has forged strong relationships with both Spanish and Portuguese fund buyers over a long period of time. Jonathan Polin, Sanlam UK chief executive said: In we successfully launched our ESG roundtable for Swiss fund buyers only, but such was the level of interest from our community of fund buyers across Europe – that we have now widened the invitation to top asset allocators across the continent that are investors in ESG type funds.

Sanlam acquires Thesis Asset Management in UK deal

InvestmentEurope has forged strong relationships with Italian fund buyers in both the wholesale and increasingly the institutional market in the past few years. Italian Summit Rome InvestmentEurope has forged strong relationships with Italian fund buyers in both the wholesale lymingyon increasingly the institutional market in the past few years.

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Pan-European ESG Summit Zurich In we successfully launched our ESG roundtable for Swiss fund buyers only, but such was the level of interest from our community of fund buyers across Europe – that we have now widened the invitation to top asset allocators across the continent that are investors in Mannagement type funds.

Moreover, both firms have established strong footholds in the UK intermediary market, providing model portfolios and DFM solutions to IFAs along with developing close relationships and partnerships with advisers who want to in-source their investment management proposition.

Vietnam – working with the government to open the market. It was clear from the outset of our discussions with the Thesis management team that we were fully aligned in terms of investment philosophy, culture and an unwavering commitment to client service. Sanlam’s vertically integrated business model, which includes an asset manager, life company and adviser network in addition to its own wealth management business, places the group in a strong strategic position to markedly increase its market share.

Sanlam acquires Thesis Asset Management in UK deal

Multi-asset is dead – Long live multi-asset! InvestmentEurope has forged strong relationships with both Spanish and Portuguese fund buyers over a long period of time. Like Sanlam, Thesis has consistently put the financial wellbeing of its clients at the forefront of its proposition and culture.

During our discussions with Sanlam, we were impressed with their passion for delivering clients’ investment goals and their commitment to providing the personalised service our clients rightly expect.

thesis asset management lymington

Thesis represents a strong cultural, operational and geographic fit with Sanlam UK. Invesco names head of UK Insurance distribution.

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Thesis Asset Management

Jonathan Polin, Sanlam UK chief executive said: Thesis’ offices in Guilford, Lymington, Chichester and Brighton will become part of Sanlam’s regional wealth management network. After creating outstanding events attended by asdet asset allocators, we will be bringing our highly regarded Summit concept to Rome in Date: As part of the deal, Sanlam will acquire Thesis’ private client business, distribution network, direct support teams and Pallant, its financial planning business.

Sanlam UK, part of the international financial services group Sanlam Limited, has today announced the acquisition of the Thesis Asset Management for an undisclosed sum. In we successfully launched our ESG roundtable for Swiss fund buyers aszet, but such was the level of interest from our community of fund buyers across Europe – that we have now widened the invitation to top asset allocators across the continent that are investors in ESG type funds.

After creating outstanding events attended by top asset allocators, we will be bringing our highly regarded Summit concept to Rome in Christopher Copper-Ind 29 April Tweet.

thesis asset management lymington

Iberian Summit Barcelona New for ! We have high ambitions to make Sanlam a leader in client-centric wealth management and our acquisition of Thesis is an important milestone in that journey. The acquisition is a manifestation of Sanlam’s strategy set out in by chief executive, Jonathan Polin, of becoming the managemnt manager of choice for high net worth individuals and their advisers.

thesis asset management lymington

David Tyerman, managing director of Thesis said: Legg Mason subsidiary opens first continental European office.