Sanlam UK has acquired Thesis Asset Management, adding £1.2 billion to its AUM, writes Emelia Hamilton-Russell. STM Group has acquired failed self-invested personal pension (SIPP) provider Berkeley Burke’s small self-administered (SSAS) scheme and its international pension businesses in a deal worth almost £3m. By...Humanity has a one-off opportunity to address the climate crisis head-on and reshape the global economy. With a presence in the south of England, Thesis AM has £1.2 billion in AuM and a team of 30 investment professionals and supporting staff. Alex Rolandi reports.SVM Asset Management believes its response to the FCA's new Assessment of Value regime exceeded basic requirements. Your details We’re all different, but we have some similarities.

Welcome to our weekly newsletter, where we summarise the key market developments Ultimately, we deliver financial peace of mind to individuals, business and charities by protecting and growing their wealth. Sanlam Global Investment Solutions (SGIS) is Sanlam Investments’ international unit. Sanlam UK, part of the international financial services group Sanlam Limited, has today announced the acquisition of the Thesis Asset Management (Thesis).

Our siblings include Sanlam Private Wealth, Sanlam Specialised Finance and Sanlam Investments UK. Access your subscription from outside of the officeGet relevant news and insight straight to your inbox Sanlam UK has announced its service Sanlam on Demand that provides no obligation, 30-minute virtual financial consultations. We share the Top 100's biggest 25 firms by AUM, ranked in descending order. Thesis has a significant presence in the South of England, with £1.2 billion under management and a team of 30 investment professionals and their support colleagues. Grennan Advisers was launched in 2013 by Stuart Grennan and Helen Chapman. SIEAL is part of the Sanlam Group, through its subsidiary Sanlam Emerging Markets. PA is dedicated to championing professional advisers.

Chaired by Romil Patel in Cape Town.Download our latest whitepaper to learn more about how asset managers plan to grow their businesses in the next two years alongside the key strategic priorities to help drive this forward.China presents exciting investment opportunities for international investors.

A series of invitation only "meet the manager" virtual lunches to discuss how a multi-asset strategy can benefit your clients and your business. Bob Currie talks to the firm’s founder, independent directors and certain staff to find out how.


With transition risks and opportunities imminent, setting up the winning shot is everything. Sanlam UK is to acquire Thesis Asset Management in a deal that will bring the firm’s private client discretionary assets under management (AuM) to £4.2 billion (€4.9 billion).

With a presence in the south of England, Thesis AM has £1.2 billion in AuM and a team of 30 investment professionals and supporting staff.Sanlam UK will take on Thesis AM’s private client business, distribution network, direct support teams and its financial planning business Pallant.According to Sanlam UK’s chief executive Jonathan Polin, Thesis is a high quality business and an “important strategic fit” for Sanlam in the UK.Polin stated that Sanlam has “high ambitions” to become a “leader in client-centric wealth management”. Sanlam UK today announces the launch of the innovative Sanlam on Demand service offering no-obligation, virtual consultations with its expert finance professionals on everything from retirement planning to investment management. Sanlam UK, part of the international financial services group Sanlam Limited, has completed the acquisition of the Thesis Asset Management (Thesis). Sanlam UK has acquired Thesis Asset Management for an undisclosed sum, bringing the international group's private client discretionary assets under management … Please take this 15 minute survey to let us know what you think!Join our mailing list to receive our latest news updates, magazine features, thought leadership and market research & analysis.Over 90% of global public investors have specific ESG (environment, social and governance) investment policies in place or are in the process of developing them, according to a survey commissioned by BNY Mellon and the Official Monetary and Financial Institutions Forum (OMFIF).The UK proposal to require investors to give 180 days’ notice before their investments are redeemed from open-ended property funds has led to warnings that it could stymie flows – but there is evidence that the measure will reduce dealing suspensions and increase long-termism.Aviva Investors, the asset manager owned by insurer Aviva plc, saw its operating profit tumble in the first half of the year to £35 million from £60 million in the same period of 2019.Colin McLean believes SVM, the Scottish boutique asset manager he founded, has set a high standard in the annual Assessment of Value (AoV) reporting, which is a new requirement of UK regulation.ETFs tracking the rallying gold price reached $239 billion in global assets under management at the end of July, with Swiss and German investors among the main buyers.With global dry powder at a record $1.5 trillion, is the Covid crisis simply an opportunity for private equity firms to snap up firms on the cheap, or will the decade-long rise of private equity in Europe finally start to slow?
Professional Adviser is delighted to announce the second annual New Talent Awards in partnership with Architas to celebrate the emerging talent in financial advice - recognising and identifying the sector's future leaders as well as shining the spotlight on the organisations and individuals that are helping develop and foster new talent in the industry. It specialises in providing holistic financial planning services for high net worth individuals and business executives. An integral part of this is the Sanlam Global High Quality Fund launched in February 2014. Sanlam bond boss targets £10bn Aum ... Sanlam has a model portfolio service, where a central committee defines the asset allocation and funds are …