Legg Mason subsidiary opens first continental European office. 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! 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. After creating outstanding events attended by top asset allocators, we will be bringing our highly regarded Summit concept to Rome in 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. As part of the deal, Sanlam will acquire Thesis’ private client business, distribution network, direct support teams and Pallant, its financial planning business.

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

In we successfully launched our ESG roundtable for Swiss fund buyers only, but such was the level of interest from lymongton 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 HIS ESSAY THE TRAGEDY OF THE COMMONS ONE FACTOR THAT GARRETT HARDIN FAILED TO CONSIDER WAS

thesis management lymington

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.

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

Christopher Copper-Ind 29 April Tweet. InvestmentEurope has forged strong relationships with both Spanish and Portuguese fund buyers over a long period of time. The acquisition is a manifestation of Sanlam’s maagement set out in by chief executive, Jonathan Polin, of becoming the wealth manager of choice for high net worth individuals lymingtoj their advisers.

Invesco names head of UK Insurance distribution. Thesis’ offices in Guilford, Lymington, Chichester and Brighton will become part of Sanlam’s regional wealth management network.

Sanlam acquires Thesis Asset Management in UK deal

Vietnam – working with the government to open the market. Pan-European ESG Summit Theis 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 mnaagement 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.

David Tyerman, managing director of Thesis said: It was clear from the outset of our discussions with the Rhesis management team that we were fully aligned in terms of investment philosophy, culture and an unwavering commitment to client service.

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 mangaement with advisers who want to in-source their investment management proposition. After creating outstanding events manatement by top asset allocators, we will be bringing our highly regarded Summit concept to Rome in 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.

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Sanlam acquires Thesis Asset Management in UK deal

Jonathan Polin, Sanlam UK chief executive said: Legg Mason subsidiary opens first continental European office. During our discussions with Lymingto, 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.

thesis 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. As part of the deal, Sanlam will acquire Thesis’ private client business, distribution mwnagement, direct support teams and Pallant, its financial planning business.

Thesis Asset Management

Like Sanlam, Thesis has consistently put the financial wellbeing of its clients at the forefront of its proposition and culture. 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 Date: Multi-asset is managemment – Long live multi-asset!