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The Creation of Sanlam FOUR

 

FOUR Capital Partners Limited and Sanlam International Investments Limited have come together to form Sanlam FOUR which will seek to deliver innovative and market leading investment solutions to both retail and institutional clients.

Since initialising a formal relationship in 2009, FOUR and Sanlam have developed a strong and successful working relationship. In order to maximise the potential benefits for all stakeholders, it has been decided to bring Sanlam International Investments Limited and FOUR Capital Partners Limited closer together under a new holding company, Sanlam FOUR Investments UK Limited, in which the Sanlam Group will have an 89.7% stake. The investment teams within the existing FOUR business will retain 30% equity stakes in their specific business areas.

The transaction, which is subject to FCA approval, is an important development in Sanlam’s strategy to deliver leading edge investment solutions for its clients in the UK. Sanlam FOUR will also continue to provide investment capability to the wider Sanlam Group as it has done historically.

The combination of FOUR and Sanlam will provide critical mass, not only in terms of the development and growth of funds under management, but also in serving to attract and retain the best talent the marketplace has on offer. Both of these are essential to achieving future performance and business objectives. The transaction will have no impact on the existing investment teams or investment processes. Each team will be responsible for its own investment process and the achievement of its own investment objectives. Immediate benefits will be realised in respect of back office and operational efficiencies. 

Lukas van der Walt, CEO of Sanlam UK, said “This is a very exciting development for all involved. We have been busy in recent years building the infrastructure and resources to create market leading wealth and asset management offerings in the UK. This is another important milestone on that journey.”

Derrick Dunne, Director and Founder of FOUR, said “In positioning Sanlam and FOUR closer together, we create a more diversified business with a significant increase in AUM. Underpinning the business are small specialist investment teams operating within an investment led, entrepreneurial culture. This will never change and performance will always remain each team’s focus. The ownership structure directly aligns our fund managers’ interests with those of our clients. We are very optimistic for the future. We have the perfect marriage of the strength and resource of the Sanlam Group and the focus and expertise of an investment boutique.”

Robert Roux, COO of Sanlam Investments, said “Our relationship with FOUR is very successful with the firm having delivered strong investment performance across all investment products. This is an important step to cementing that relationship and indicates Sanlam’s trust and confidence in FOUR’s capabilities. Staff will remain significant owners, and investment teams and processes will remain independent.”

For further information, please contact:
Sanlam FOUR, 1 Ely Place, London, EC1N 6RY
Tel: 020 3116 4000
E-mail: enquiries@SanlamFOUR.com
www.SanlamFOUR.com

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.