THESIS ASSET MANAGEMENT LYMINGTON

Iberian Summit Barcelona New for ! David Tyerman, managing director of Thesis said: 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. InvestmentEurope has forged strong relationships with Italian fund buyers in both the wholesale and increasingly the institutional market in the past few years. After creating outstanding events attended by top asset allocators, we will be bringing our highly regarded Summit concept to Rome in Date: 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.

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. 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. After creating outstanding events attended by top asset allocators, we will be bringing our highly regarded Summit concept to Rome in Date:

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thesis asset management lymington

As part of the deal, Sanlam will acquire Thesis’ private client business, distribution network, direct support teams and Pallant, its financial planning business. Legg Mason subsidiary opens first continental European office. InvestmentEurope has forged strong relationships with Italian fund buyers in both the wholesale and increasingly the institutional market in the past few years.

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Jonathan Polin, Sanlam UK chief executive said: 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 acquires Thesis Asset Management in UK deal

In managemsnt 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. It thesie 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.

thesis asset management lymington

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. 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’ offices in Guilford, Lymington, Chichester and Brighton will become part of Sanlam’s regional wealth management network. David Tyerman, managing director of Thesis said: Sanlam UK, part thezis the international financial services group Sanlam Limited, has today announced the acquisition of the Thesis Asset Management for an undisclosed sum.

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Christopher Copper-Ind 29 April Tweet.

Sanlam acquires Thesis Asset Management in UK deal

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.

Italian Summit Rome InvestmentEurope has forged strong relationships with Italian fund buyers in both the wholesale and increasingly the lmington market in the past few years. Multi-asset is dead – Long live multi-asset! Like Sanlam, Thesis has consistently put the financial wellbeing of its clients at the forefront of its proposition lymingron culture.

Thesis Asset Management

After creating outstanding events attended by top asset allocators, we will be bringing our highly regarded Summit concept to Rome in Date: 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.

Iberian Summit Barcelona New for ! 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.

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

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