Both Sanlam and Thesis are fully aligned in their investment philosophy, culture, and a commitment to providing a personalised and dedicated service to clients. Our aim is to become the wealth manager of choice for high net worth individuals and their advisers, to be achieved through the delivery of client-centric wealth management excellence. The acquisition of Thesis is a significant milestone in that journey. Please navigate to a service or product page and add the document to your brochure to continue. Your brochure is on its way.
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Start-up makes £47m bid for Thesis Asset Management - andaluciapodemos.info
The deal was subject to the Takeover Code. Ventiga is a private equity partnership with focus on investing in businesses with superior business expansion potential in the northern European mid-market. The J. Leon group is a diversified group, investing in property, private equity both via funds and in direct investments, equities and other UCITS compliant investments through an authorised unit trust. Leon is controlled by wider members of the Slowe family and related family trusts. Duncan Skailes was the Corporate Finance partner responsible for overseeing the services. Simon Russell also provided concurring partner review from a public company takeover perspective.
Clients now have a fundamental expectation that investment managers can and will apply a DEI lens. Endowments and foundations want data on the racial, ethnic, and gender diversity of the fund managers in their portfolios, and individuals and families want to know how their investments across asset classes are contributing to DEI. And as investment managers, we have to deliver. So how did we integrate DEI factors into our practices?
Operator of a regional private client asset management firm based in Chichester, United Kingdom. The company's focus lies in providing discretionary investment management, financial advice or fund structuring, along with both bespoke and model portfolio services for its clients, including individuals, charities, and trustees, enabling them to satisfy the specialist or more complex investment needs. What you see here scratches the surface. This information is available in the PitchBook Platform. Personalize which data points you want to see and create visualizations instantly.