David Tyerman Thesis

David Tyerman Thesis-46
Thesis represents a strong cultural, operational and geographic fit with Sanlam UK.Like Sanlam, Thesis has consistently put the financial wellbeing of its clients at the forefront of its proposition and culture.

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Following regulatory approval, Thesis will operate under the Sanlam UK brand.

"Thesis is a high quality business and an important strategic fit for Sanlam in the UK," said Jonathan Polin, Sanlam UK chief executive.

Thesis offices in Guildford, Lymington, Chichester and Brighton will become part of Sanlam's regional wealth management network.

The deal will take Sanlam's UK private client discretionary assets under management to £4.2bn.

The acquisition is a manifestation of Sanlam’s strategy set out in 2016 by chief executive, Jonathan Polin, of becoming the wealth manager of choice for high net worth individuals and their advisers.

Moreover, both firms have established strong footholds in the UK intermediary market, providing model portfolios and DFM solutions to IFAs along with developing close relationships and partnerships with advisers who want to in-source their investment management proposition.David Tyerman, managing director at Thesis, said: "Sanlam is a name synonymous with innovation and high quality service meaning it is an excellent fit for our business and a natural home for our clients."During our discussions with Sanlam, we were impressed with their passion for delivering clients’ investment goals and their commitment to providing the personalised service our clients rightly expect.We are excited about our partnership with Sanlam and the new opportunities it provides for our clients."In March Alex Morley, the chief executive at Sanlam’s advice partnership business, left the company after five years in the role.We received the highest level of service from Stevens & Bolton, they are very strong technically and negotiated expertly for us as the management team to achieve an excellent result.Jenny Robertson and Oscar Horwich were hardworking and provided commercial and timely advice, which was invaluable in helping us through the process.The acquisition required FCA approval and was subject to the Takeover Code.David Tyerman, Chief Executive commented, “This was an important deal for Thesis Asset Management and a complex one, involving a lot of moving parts.In April Sanlam bought Newcastle-based financial planning company Blackett Walker, with five financial advisers, as well as their support staff, joining the group.This was after it bought Preston-based chartered financial planning business Astute Wealth Management in January for an undisclosed sum, as it sought to broaden its presence in the North West of England.I would recommend Stevens & Bolton to any other management team looking at private equity investment.”The Stevens & Bolton team consisted of corporate partner Jenny Robertson, Oscar Horwich (corporate senior associate), Emma Leahey (corporate associate), Kate Schmit (tax partner), Lloyd Davey (employment partner) and Gabrielle Holgate (pensions partner).Sanlam UK has acquired UK asset manager Thesis in a “milestone” deal, which will add £1.2bn to its assets under management (AUM).

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