Top income funds fall from grace after uncertainty prompts ‘dramatic shakeup’
Sustained economic uncertainty has altered the pecking order in the UK equity income sector, booting eight funds from Sanlam Private Wealth’s bracket of top performers.
Sanlam
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Making the case for vertical integration in UK wealth management – Polin
Jonathan Polin, Group CEO of Sanlam UK, discusses his plans for the business in 2017, the importance technology and lays out the case for vertical integration.
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Sanlam announces raft of hires
Sanlam UK has announced a raft of new hires as it announces plans to integrate its private wealth and wealth planning businesses.
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Eight leave Sanlam white list as Brexit bites and yields fall
More than half the entrants into the January edition of Sanlam Private Wealth’s list of the top performing UK Equity Income funds are no longer there.
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Sanlam CEO van der Walt departs
Former Sanlam UK CEO Lukas van der Walt will leave Sanlam as part of the ongoing integration and senior management restructure of its UK businesses.
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Sanlam to realign UK businesses
Financial services group Sanlam will amalgamate its UK businesses from 1 January 2016, with all of the businesses falling under the responsibility and management remit of a single corporate entity.
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Miton to hard close underperforming Global Equity and American strategies
Miton Group is to hard-close its Global Equity and American mandates following a spate of underperformance and fund outflows.
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Sanlam expands UK wealth planning operation
The UK wealth planning arm of South African insurance giant Sanlam Group has expanded its assets in Britain to over £1bn with the acquisition of an advice firm in southern England.
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Sanlam UK buys CAERUS to boost UK scale
Sanlam has bought wealth management firm CAERUS Portfolio Management for an undisclosed sum as it continues to improve its scale in the UK market.
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Nervy fund managers consistently costing returns, says Sanlam
Speaking at the Federation of European Independent Financial Advisers’ Spring Conference 2015, David Itzkovits, head of investments at Sanlam Global Investment Solutions, said the average investor’s returns fall below the S&P 500 index every year by a significant amount due to their fund manager’s positive and negative emotions.
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UnicornUK Income tops SPI white list
Managers with a large cap bias have struggled somewhat in the current environment, but investors are getting the best of both worlds from the income sector.
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Sanlam recruits another investment head
Sanlam Private Investments has hired Robert Merrifield, ex of Quilter and Ashcourt Rowan, as head of investment management for its Sevenoaks office.