PEOPLE MOVES: Sanlam, Momentum Pensions, Close Brothers
C-level changes at the South African financial services firm
Sanlam
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PEOPLE MOVES: Just Group, UBS, Hargreaves Lansdown
Resignations at the top for the UK retirement income business and the Swiss firm
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Sanlam UK buys Thesis as M&A spree continues
‘Retention of staff will be critical to its success’
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British pensioners more flush with cash
The question now is, what can they do with the extra money?
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Sanlam takes over DFM role for VAM Funds
Products involved will pivot from a fund of funds model to a directly invested approach
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Sanlam makes second acquisition of 2019
Firm says deal will strengthen its wealth management presence in the north of England
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Sustainable investment interest not turning into action
‘There is more work to do’ in taking the ESG message to financial advisers
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UK feeling the financial burden of IHT bills
HMRC figures state nearly 25,000 households were hit by inheritance tax last year
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PEOPLE MOVES: Sanlam, BNP Paribas AM, Stonehage Fleming
RL360 parent hires corporate integration specialist as its awaits Friends Provident Int’l deal completion
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Sanlam UK buys financial planning firm
The acquired business offers wealth management and family offices services
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Sanlam completes Saham takeover to fulfil Africa ambitions
Group now has presence in 33 markets from the Cape to Casablanca
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PEOPLE MOVES: Alexander Forbes, Fidelity, M&G Prudential
South African advice firm moves quickly to replace ousted chief executive