Haig Bathgate: We focus on long-term financial wellbeing
Atomos’ head of investments on the positive regulation and how the industry can be a force for good
Sanlam
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LGT Wealth Management hires MPS lead manager from Atomos
Adam Burniston will manage five model portfolios alongside an income strategy
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Amati appoints sales director for southeast
Tom Whitfield joins from Sanlam Investments, having also worked at Brewin Dolphin
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Atomos appoints WTW to run retail portfolios
Formerly known as Sanlam Wealth, the firm wants to offer clients benefits traditionally available only to institutional investors
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What do the experts think of inflation?
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
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Sanlam Wealth rebrands as Atomos following acquisition
It means ‘indivisible’ in ancient Greek
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Richard Pursglove exits Sanlam UK
He has been group head of distribution since September 2018
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Jonathan Polin: Asset and wealth managers are losing touch with investors
Sanlam UK chief executive talks life with a private equity backer, ahead of unveiling new brand
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Should income seeking investors consider UK small caps?
‘I’d take better dividend growth over 10 years’ time at the expense of some growth in the short term’
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Investec hires investment director from Sanlam
She provided discretionary portfolio management services to private clients, trusts and corporates
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Penny Lovell exits Sanlam Private Wealth
Business was sold to funds managed by Oaktree Capital Management in September
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Sanlam UK chief executive Jonathan Polin to depart
He will become CEO of a new company formed from the sale of its wealth arm once the deal completes