THESIS MANAGEMENT LYMINGTON

THESIS MANAGEMENT LYMINGTON

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. Legg Mason subsidiary opens first continental European office. Thesis represents a strong cultural, operational and geographic fit with Sanlam UK. After creating outstanding events attended by top asset allocators, we will be bringing our highly regarded Summit concept to Rome in After creating outstanding events attended by top asset allocators, we will be bringing our highly regarded Summit concept to Rome in Date: David Tyerman, managing director of Thesis said: 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.

Invesco names head of UK Insurance distribution. 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. After creating outstanding events attended by top asset allocators, we will be bringing our highly regarded Summit concept to Rome in Date: Iberian Summit Barcelona New for ! Christopher Copper-Ind 29 April Tweet. 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. 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.

Jonathan Polin, Sanlam UK chief executive said: 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. 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.

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

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: 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.

David Tyerman, managing director of Thesis said: Vietnam – working with the government to open the market. 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.

Iberian Summit Barcelona New for ! Legg Mason subsidiary opens first continental European office. 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 management lymington

Like Sanlam, Thesis has consistently put the financial wellbeing of its clients at the forefront of its proposition and culture. 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.

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thesis management lymington

Invesco names head of UK Insurance distribution. 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.

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.

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.

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

thesis management lymington