THESIS MANAGEMENT LYMINGTON

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 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’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. 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. Multi-asset is dead – Long live multi-asset!

Thesis’ offices in Guilford, Lymington, Chichester and Brighton will become part of Sanlam’s regional wealth management network. Italian Summit Rome InvestmentEurope has forged strong relationships with Italian fund buyers in both the wholesale and increasingly the institutional market in the past few years. Multi-asset is dead – Long live multi-asset! 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.

As part of the deal, Sanlam will acquire Thesis’ private client business, distribution network, direct support teams and Pallant, its financial planning business. Multi-asset is dead – Long live multi-asset! 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.

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Thesis Asset Management

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Thesis’ offices in Guilford, Mangaement, Chichester and Brighton will become part of Sanlam’s regional wealth management network. Like Sanlam, Thesis has consistently put the financial wellbeing of its clients at the forefront of its proposition and culture. 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 acquires Thesis Asset Management in UK deal

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.

thesis management lymington

The acquisition manavement 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. 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 represents a strong cultural, operational and geographic fit with Sanlam UK.

thesis management lymington

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. After creating outstanding events attended by top asset allocators, we will be bringing our highly regarded Summit concept to Rome in Date: After creating outstanding events attended by top asset allocators, we will be bringing our highly regarded Summit concept to Rome in InvestmentEurope has forged strong relationships with both Spanish and Portuguese fund buyers over a long period of time.

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David Tyerman, managing director of Thesis said: 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. InvestmentEurope has forged strong relationships with Italian fund buyers in both the wholesale and increasingly the institutional market in the past few years.

Jonathan Polin, Sanlam UK chief executive said: Invesco names head of UK Insurance distribution. 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. 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.

Legg Mason subsidiary opens first continental European office. Italian Summit Rome InvestmentEurope has forged strong relationships with Italian fund buyers in both the wholesale and increasingly the institutional market in the past few years.