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THESIS ASSET MANAGEMENT LIMITED
Company number 01802101
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Sanlam UK buys Thesis Asset Management
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.
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Polin stated that Sanlam has “high ambitions” to become a “leader in client-centric wealth management”. He called the acquisition of Thesis “an important milestone” toward realising this objective.
The amount Sanlam UK has paid for Thesis remained undisclosed at the time of writing.
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Sanlam UK takes over Thesis Asset Management
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Sanlam UK has acquired Thesis Asset Management for an undisclosed sum.
The deal includes the private client business, distribution network, and direct support teams of Thesis.
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It also includes the asset manager’s Pallant financial planning unit.
Thesis will now adopt the Sanlam brand.
The offices of Thesis in Guildford, Lymington, Chichester and Brighton will now join Sanlam’s network.
Sanlam UK CEO Jonathan Polin said: “Thesis is a high-quality business and an important strategic fit for Sanlam in the UK.
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“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.
“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.”
The takeover will boost UK private client discretionary assets managed by Sanlam to £4.2bn.
Recent acquisitions by Sanlam UK:
Sanlam UK is part of South African financial services group Sanlam.
Earlier this month, the firm purchased Blackett Walker – an IFA and employee benefits firm based in Newcastle.
This January, Sanlam UK acquired Astute Wealth Management that is based in Preston.
Last week, Sanlam UK took over the management of three VAM Global Management discretionary funds.
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THESIS ASSET MANAGEMENT LIMITED Report and Financial Statements 30 April 2022 DocuSign Envelope ID: CFC84AB3-074C-4EBC-A68A-C7804003516A. ... Annual training is also provided to all staff on conduct issues. Business Risk This is the risk that the business fails to deliver its long term strategy as a result
THESIS ASSET MANAGEMENT LIMITED Directors' Report The directors present their annual report and the aud"ted financial statements of Thesis Asset Management Lim ted Cthe Company") for the year ended 30 April 2024. Going Concern A significant proportion of the Company's revenue 's based on an ad valorem calculation based on its funds under ...
THESIS ASSET MANAGEMENT LIMITED - Free company information from Companies House including registered office address, filing history, accounts, annual return, officers, charges, business activity. Cookies on Companies House services. We use some essential cookies to make our services work.
Welcome to Thesis Asset Management Thesis provides custody and trade execution services to UK investors and their advisors. Warning! Investors should be aware that the legitimate TM Stockwell Fund has recently become the target of an online scam, and a clone of this fund may be being offered to investors fraudulently.
THESIS ASSET MANAGEMENT LIMITED - Free company information from Companies House including registered office address, filing history, accounts, annual return, officers, charges, business activity. Cookies on Companies House services. We use some essential cookies to make our services work.
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.
Thesis Asset Management Limited Exchange Building St John's Street Chichester West Sussex PO19 1UP. Tel: +44 (0)1243 531 234 Fax: +44 (0)1243 539 094 Contact: Call us on 01243 531 234 or. Email us at [email protected]. ... Report and Financial Statements 2024; Accessibility Statement;
Thesis Asset Management Limited was registered 40 years ago. Status. ACTIVE. Active since incorporation. Company No. 01802101. Private limited company. Age. 40 years. Incorporated 21 March 1984. Size. Small. Turnover is under £10.2M. ... Endole App Endole Reports Endole API. Search Company Search Director Search. Help
Buy Reports; Newsletters; PB. News; Sanlam UK takes over Thesis Asset Management. April 29, 2019 ... Share on X; Share on Linkedin; Share on Facebook; Sanlam UK has acquired Thesis Asset Management for an undisclosed sum. The deal includes the private client business, distribution network, and direct support teams of Thesis. Go deeper with ...
In a deal that involves many complicated layers, a relatively unknown start-up has made a £47 million bid for Thesis Asset Management this week.. There are some familiar figures behind the acquisition, with several LGT Capital private equity vehicles and property investors, the Slowe family, providing part of the funding.