Sanlam Wealth Planning, the restricted advice arm of Sanlam UK, has acquired financial planning firm FA Watts Investment Managers.
Renewed underperformance by Newton and Jupiter's UK equity income funds has seen both fall back into Sanlam Private Wealth's 'Black List' of underperforming UK dividend-focused portfolios.
Thomas Miller Investment has hired former Sanlam Private Investment head of business development Bruce Ely-Johnston.
Sanlam UK made £10m from the sale of its stake in advice network Intrinsic to Old Mutual Wealth.
Sanlam's head of business development Andy Davies has joined Momentum Global Investment Management as head of UK retail sales.
Sanlam Private Wealth has hired Distribution Technology's Rob McDonnell as head of business development.
Sanlam UK has acquired Caerus Portfolio Management as part of a deal which will see it take a 20% stake in the Caerus adviser network.
Sanlam Private Investments' chief investment officer Richard Champion has ended his 11-year stint at the firm in order to take a senior role at Canaccord Genuity Wealth Management.
Sanlam Private Investment has rebranded to become Sanlam Private Wealth, the same as its parent company in South Africa.
JO Hambro Capital Management's Clive Beagles has blamed an underweight in defensive stocks for the underperformance of the £2.7bn UK Equity Income fund last year but said he refuses to invest in "bond lookalikes".
JOHCM's Clive Beagles has seen his UK Equity Income fund demoted in Sanlam Private Investments' latest Income Study, while AXA IM's George Luckraft has moved on to the recommended list.
UCITS V rules ‘address problem that doesn’t exist’
Sanlam International Investment has taken over fund research and selection from SPI following the departure of Paul Surguy earlier this month.
Sanlam Private Investments' head of managed funds Paul Surguy is to leave the business, Investment Week can reveal.
‘Clients need to take more risk to see real returns’
High Yield opportunities
Sanlam International Investments is to significantly increase its stake in boutique FOUR Capital in order to work more closely with the business.
Funds from BlackRock and J.P. Morgan have been added to Sanlam Private Investment's bi-annual list of underperforming income portfolios after a tough year for some of their mandates.
THE BIG QUESTION
Ian Porter, head of wealth management at Sanlam Private Investments, talks to Ruth Gillbe about the group's aspirations, asset allocation, and key investment themes.
The £6.4bn Artemis Income fund has been downgraded to a 'sell' in the latest Sanlam Private Investments (SPI) Income study, the widely followed guide to income funds.
Sanlam Private Investments (SPI) is launching a global equity fund as well as a fund providing investors with an alternative to cash as it moves to broaden its range of retail mandates.
Sanlam is to streamline its business in the UK and is considering merging its Sanlam Private Investments (SPI) arm and Sanlam UK brands.