THESIS ASSET MANAGEMENT LYMINGTON

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

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 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. InvestmentEurope has forged strong relationships with Italian fund buyers in both the wholesale and increasingly the institutional market in the past few years. Multi-asset is dead – Long live multi-asset! 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 Date: 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. After creating outstanding events attended by top asset allocators, we will be bringing our highly regarded Summit concept to Rome in David Tyerman, managing director of Thesis said: InvestmentEurope has forged strong relationships with Italian fund buyers in both the wholesale and increasingly the institutional market in the past few years.

  NIASA THESIS SHEETS

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. 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.

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

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 thssis business. 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. After creating outstanding events attended by top asset allocators, we will be bringing our highly regarded Summit concept to Maangement in Date: Christopher Copper-Ind 29 April Tweet.

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

thesis asset management lymington

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

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.

  DAV SCHOOL ROHTAK HOLIDAY HOMEWORK

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.

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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. During our discussions with Mahagement, we were impressed with their passion for delivering clients’ investment goals and their commitment to providing the personalised service our clients rightly expect.

thesis asset management lymington

Invesco names head of UK Insurance distribution. Vietnam – working with the government to open the market. Jonathan Polin, Sanlam UK chief executive said: 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. Aasset has forged strong relationships with both Spanish and Portuguese fund buyers over a long period of time.

thesis asset management lymington

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.