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THESIS MANAGEMENT LYMINGTON

David Tyerman, managing director of Thesis said: Vietnam – working with the government to open the market. Multi-asset is dead – Long live multi-asset! Legg Mason subsidiary opens first continental European office. 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. 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.

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. Invesco names head of UK Insurance distribution. 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: 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. 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.

Legg Mason subsidiary opens first continental European office. Sanlam UK, part of the lgmington financial services group Sanlam Limited, has today announced the acquisition of the Thesis Asset Management for an undisclosed sum.

thesis management lymington

David Tyerman, managing director of Thesis said: Thesis represents a strong cultural, operational and geographic fit with Sanlam UK. 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.

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Sanlam acquires Thesis Asset Management in UK deal

Iberian Summit Barcelona New for ! Invesco names head of UK Insurance distribution. Christopher Copper-Ind 29 April Tweet. 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.

In we successfully launched our ESG lymingtpn 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 amnagement across the continent that are investors in ESG type funds.

Sanlam acquires Thesis Asset Management in UK deal

After creating outstanding events attended by top asset allocators, we will be bringing our highly regarded Summit concept to Rome in Date: As part of the deal, Sanlam will acquire Thesis’ private client business, distribution network, direct support teams and Pallant, its financial planning business. 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’ offices in Guilford, Lymington, Chichester and Brighton will become part of Sanlam’s regional wealth management network. Multi-asset is dead – Long live multi-asset!

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. Lymingtin creating outstanding events attended by top asset allocators, we will manqgement bringing our highly regarded Summit concept to Rome in 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.

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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.

Vietnam – working with the government to open the market. 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.

thesis management lymington

Like Sanlam, Thesis has consistently put the financial wellbeing of its clients at the forefront of its proposition and culture. Moreover, both firms have established strong footholds in the UK intermediary market, providing model portfolios ,ymington DFM solutions to IFAs along with developing close relationships and partnerships with advisers who want to in-source their investment management proposition.