Update: ‘White List' author Surguy exits SPI to join Kleinwort Benson

Sanlam Private Investments' head of managed funds Paul Surguy is to leave the business, Investment Week can reveal.

Surguy (pictured) will join Kleinwort Benson next week as a senior discretionary fund manager. He has spent over a decade at Sanlam and subsidiary Principal Investment Management - brought under the SPI brand in 2011 - and heads up a collectives investment team that oversees £1.2bn worth of assets. As well as having responsibility for the business' fund buy list, Surguy also sits on the firm's asset allocation committee. He is also responsible for SPI's long-running Income Study, the bi-annual assessment of UK equity income funds known for its ‘White List' and ‘Black List' of best ...