DAVID TYERMAN THESIS ASSET MANAGEMENT

Thesis represents a strong cultural, operational and geographic fit with Sanlam UK. 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. Thesis Asset Management plc David Tyerman. 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. Multi-asset is dead – Long live multi-asset!

Iberian Summit Barcelona New for ! As part of the deal, Sanlam will acquire Thesis’ private client business, distribution network, direct support teams and Pallant, its financial planning business. 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. David Tyerman, managing director of Thesis said: The consideration will be paid by Bidco to the Trustee and Bidco expects that the Trustee will then contact each Beneficial Owner regarding the payment by the Trustee of the consideration to them. Leon and Ventiga for providing the protections afforded to clients of PwC, nor for providing advice in relation to the Acquisition, the contents of this announcement or any other matter referred to herein. 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.

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 managwment widened the invitation to top asset allocators across the continent that are investors in ESG type funds.

Evercore Partners International LLP ” Evercore “which is authorised and regulated in the United Kingdom by the Financial Conduct Authority, is acting exclusively for Thesis and no-one else in connection with the Acquisition and will not be responsible to anyone other than Thesis for providing the protections afforded to clients of Evercore, nor for providing advice in relation to the Acquisition, the contents of this announcement or any other matter referred to herein.

This announcement is for information purposes only and is not intended to, and does not, constitute or form part of any offer, invitation or the solicitation of an offer to purchase, otherwise acquire, subscribe for, sell or otherwise dispose of any securities pursuant to the Acquisition or otherwise.

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Invesco names head of UK Insurance distribution. After creating outstanding events attended by top asset allocators, we will be bringing our highly regarded Summit concept to Rome in Legg Mason subsidiary opens first continental European office. Each of the Thesis Option Holders has exercised all of the options which he is entitled to exercise in the case of David Tyerman, options over 17, Ordinary Shares, in the case of Stephen Mugford, options over 7, Ordinary Shares and in the case of each of Gregory Dalton, Antony Gammon and Michael Lally, options over 8, Ordinary Shares and each has submitted a valid Form of Acceptance in respect of such Ordinary Shares.

Jonathan Polin, Sanlam UK chief executive said: Leon and Ventiga and no-one else in connection with the Acquisition and will not be responsible to anyone other than Bidco, J.

Leon and Ventiga for providing the protections afforded to clients of PwC, nor for providing advice in relation to the Acquisition, the contents of this announcement or any other matter referred to herein.

Start-up makes £47m bid for Thesis Asset Management

David Tyerman, managing director of Thesis said: All Conditions of the Offer have now been satisfied, and Managemennt is therefore pleased to declare that the Offer is unconditional in all respects. Save where otherwise defined herein or where the context otherwise requires, terms defined in the Offer Document bear the same meanings when used in this announcement.

A copy of this announcement will be availablefree of charge, subject to certain restrictions relating to persons resident in Restricted Jurisdictions, on Thesis’ website at http: For the avoidance of doubt, save as expressly referred to in the Offer Document, the contents of Thesis’ website are not incorporated into, and do not form part of, the Offer Document. 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.

Thesis Shareholders are advised to read the Offer Document carefully. As part of the deal, Sanlam will acquire Thesis’ private client business, distribution network, direct support teams and Pallant, its financial planning business.

david tyerman thesis asset management

Publication on website A copy of this announcement will be availablefree of charge, subject to certain restrictions relating to persons resident in Restricted Jurisdictions, on Thesis’ website at http: Thesis Asset Management plc David Tyerman. Regit Bidco Limited Daniel Mytnik.

Sanlam acquires Thesis Asset Management in UK deal

Bidco anticipates that the First Payment Date will be 28 July Christopher Copper-Ind 29 April Tweet. 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.

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Important notices relating to Financial Advisers Evercore Partners International LLP ” Evercore “which is authorised and regulated in the United Kingdom by the Financial Conduct Authority, is acting exclusively for Thesis and no-one else in connection with the Acquisition and will not be responsible to anyone other than Thesis for providing the protections afforded to clients of Evercore, nor for providing advice in relation to the Acquisition, the contents of this announcement or any other matter referred to herein.

Neither Evercore nor any of its affiliates owes or accepts any duty, liability or responsibility whatsoever whether direct or indirect, whether in contract, in tort, under statute or otherwise to any person who is not a client of Evercore in connection with the matters referred to in this announcement, or otherwise.

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.

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.

Further information This announcement is for information purposes only and is not intended to, and does not, constitute or form part of any offer, invitation or the solicitation of an offer to purchase, otherwise acquire, subscribe for, sell or otherwise dispose of any securities pursuant to the Acquisition or otherwise.

Offer Update – RNS – London Stock Exchange

Thesis’ offices in Guilford, Lymington, Chichester tyermaj Brighton will become part of Sanlam’s regional wealth management network. Multi-asset is dead – Long live multi-asset!

david tyerman thesis asset management

Like Sanlam, Thesis has consistently put the financial wellbeing of its clients at the forefront of its proposition and culture. The Acquisition is being made solely by means of the Offer Document which contains the full terms and Conditions of the Acquisition.

Thesis represents a strong cultural, operational and geographic fit with Sanlam Ttyerman. 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.

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