THESIS ASSET MANAGEMENT LYMINGTON

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. 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. Christopher Copper-Ind 29 April Tweet. 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.

As part of the deal, Sanlam will acquire Thesis’ private client business, distribution network, direct support teams and Pallant, its financial planning business. After creating outstanding events attended by top asset allocators, we will be bringing our highly regarded Summit concept to Rome in 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. InvestmentEurope has forged strong relationships with Italian fund buyers in both the wholesale and increasingly the institutional market in the past few years. 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. Jonathan Polin, Sanlam UK chief executive said:

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

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Sanlam’s vertically integrated business model, which includes an asset manager, life thsis and adviser network in addition to its own wealth management business, places the group in a strong strategic position to markedly increase its market lymingtoj.

thesis asset management lymington

Christopher Copper-Ind 29 April Tweet. After creating outstanding events attended by top asset allocators, we will be bringing our highly regarded Summit concept to Rome in Date: Italian Summit Rome InvestmentEurope has forged strong relationships with Italian fund buyers in both the wholesale and increasingly the institutional ,ymington in the past few years. InvestmentEurope has forged strong relationships with both Spanish and Portuguese fund buyers over a long period of time.

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.

Lymigton ESG Summit Zurich In we successfully launched our ESG roundtable for Swiss fund buyers only, but such mangement 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. 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 mannagement allocators across the continent that are investors in ESG type funds.

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Sanlam acquires Thesis Asset Management in UK deal

As part of the deal, Sanlam will acquire Thesis’ private client business, distribution network, direct support teams and Pallant, its financial planning business. Vietnam – working with the government to open the market. David Tyerman, managing director of Thesis said: InvestmentEurope has forged strong relationships with Italian fund buyers in both the wholesale and increasingly the institutional thessis in the past few years.

Sanlam UK, part of the international financial services group Sanlam Limited, has today announced the acquisition of the Managemejt Asset Management for an undisclosed sum.

Invesco names head of UK Insurance distribution.

Thesis Asset Management

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

thesis asset management lymington

Jonathan Polin, Sanlam UK chief executive said: Legg Mason subsidiary opens first continental European office. Like Sanlam, Thesis has consistently put the financial wellbeing of its clients at the forefront of its proposition and culture.

Sanlam acquires Thesis Asset Management in UK deal

It was clear from the outset of our discussions with the Thesis management team that we managemetn fully aligned in terms of investment philosophy, culture and an unwavering commitment to client service. Thesis’ offices in Guilford, Lymington, Chichester and Brighton will become part of Sanlam’s regional wealth management network.

Thesis represents a strong cultural, operational and geographic fit with Sanlam UK. Iberian Summit Barcelona New for !