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Sanlam UK, part of the international commercial enterprise services group Sanlam Limited, has nowadays announced the learning of the Thesis Asset Management (Thesis). Thesis has letter a significant presence fashionable the South of England, with £ billion under direction and a squad of 30 investing professionals and their support colleagues.
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Grennan and chapman will work with sanlam uk to support the handover and integration of client relationships.
The company's focus lies in providing discretionary investment management, financial advice or fund structuring, along with both bespoke and model portfolio services for its clients, including individuals, charities, and trustees, enabling.
In 2019, it acquired thesis asset management for an undisclosed sum.
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Thesis will operate low the sanlam uk brand, following restrictive approval.
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As partly of the bargain, sanlam uk testament acquire the welton-based firm's book of clients and £60m of assets nether management.
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Sanlam uk
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The deal included the private client business, distribution network, and direct support teams of thesis.
Sanlam acquires thesis including its financial planning arm.
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In 2019, sanlam's acquisition campaign started to incline up markedly.
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Following the acquisition of thesis asset direction, the financial services group has distended its sales team.
Sanlam uk has bought out the riches and planning businesses of thesis plus management and testament integrate its four-strong south east England branch network into its national chain.
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2 billion under direction and a squad of 30 investing professionals and their support colleagues.
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Last Update: Oct 2021
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Chyrell
18.10.2021 07:36
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20.10.2021 10:11
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