Polin brings with him more than 20 years’ experience in the investment and wealth management industry. In his most recent role he was group chief executive of Ashcourt Rowan, having previously held a number of executive roles with Aberdeen Asset Management, Ignis Asset Management, and HSBC.
Polin will assume his new role, left vacant by incumbent UK chief executive Craig Massey, on 1 November.
Massey will return to South Africa as branch operations director and head of stockbroking. His remit in the UK was to merge discretionary portfolio manager Principal Investment Management and Merchant Securities under the Sanlam brand. He was also tasked with increasing the firm’s regional footprint.
Created an opportunity
Daniël Kriel, chairman of Sanlam Private Wealth UK, commented: “Craig’s return to South Africa created an opportunity in the UK to appoint a local leader with an innate knowledge and understanding of the needs of our UK clients, as well as the changing demands and challenges of distribution channels.
“I am excited about Jonathan joining our team, and with his vast experience of the UK market and deep knowledge of the wealth management industry, he will make a huge contribution to the growth and success of our local business, as well as our broader operations as part of the global wealth management leadership team. We believe he has what it takes to drive our business to the next level, building it into a leading wealth management firm in the UK, to the benefit of clients and stakeholders,” Kriel said.
Polin added: “This is an exciting time in the development of Sanlam Private Wealth in the UK. I am delighted to be able to lead a business that has achieved so much but also has such huge potential to grow the Sanlam brand and proposition in the UK. We will be looking to leverage off the huge resources the global group has and the success of the wealth division in South Africa, Australia, and Switzerland.”
Polin’s appointment is subject to regulatory approval.
