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Sanlam’s Penny Lovell strengthens new Private Office with two hires

 
Sanlam UK - part of Sanlam Limited, the global financial services group - has accelerated the development of its Private Office proposition by appointing Jonathan Moon and Will Cayzer. Jonathan and Will both join from Close Brothers Asset Management and assume the roles of Business Development Director and Business Development Assistant respectively.  
 
Jonathan and Will join Penny Lovell, CEO, Sanlam Private Office in their new roles. Announced in August 2017, Penny will be responsible for spearheading Sanlam UK’s new offering for high net worth clients with assets worth upwards of £1 million. 
 
Jonathan joins Sanlam UK having spent the last two years at Close Brothers Asset Management, where he was Business Development Director. Previously, he held similar roles at Tilney Investment Management and Tilney Bestinvest. Will joins after also having spent the last two years at Close Brothers Asset Management and previously spent time at Fleming Family and Partners.
 
Penny Lovell, CEO, Sanlam Private Office, commented on the appointments: “Both Jonathan and Will are highly talented professionals with a deep understanding of the needs and requirements of high net worth individuals. I have worked with them closely over a number of years and I am confident that, together, we can create a first-class high net worth Private Office proposition at Sanlam UK.”
 
Jonathan Polin, Group CEO, commented on the appointments:  “The launch of a Private Office extends our service in the UK and bolsters our ability to offer tailored solutions for high net worth clients. Penny’s team will deliver a high quality Private Office proposition and will be central to us cementing our position as one of the UK’s leading wealth managers.”
 
Jonathan and Will join Sanlam on 25 September 2017.
 
Sanlam’s Group CEO, Jonathan Polin, who joined the wealth manager at the end of 2015 has led a vertical integration strategy, bringing together Sanlam’s UK operations under one aligned vision, brand and culture. Sanlam now controls over £12 billion in client assets. 

-Ends-
 
Notes to editors
 
Sanlam Limited is a financial services group with a listing on the Johannesburg Stock Exchange and a market capitalisation of £7 billion. Established in 1918, the group provides a range of services to over 10 million clients globally, including insurance, financial planning, investments and wealth management.
 
Sanlam UK is led by CEO Jonathan Polin. The firm consists of a number of long established businesses, including:
 

  • Sanlam Private Wealth: The discretionary fund manager with £2.7 billion of client assets under management
  • Sanlam Investments & Pensions: The life and pensions business with in excess of £2.7 billion of assets under administration
  • Sanlam FOUR: The boutique asset management and fund business which manages over £5.9 billion in both single strategy and long only funds and specialist multi-asset solutions.
  • Sanlam Wealth Planning: The national financial adviser with £1 billion of client assets under advice and 70 UK-based advisers
  • In total, the firm has nearly £12 billion of assets under management or influence
  • Sanlam UK attained its size, strength and reputation by leveraging the benefits of having a large secure South African parent company while focussing on individual client service delivered locally in the UK.


For more information please contact:       
Teamspirit Public Relations on
0207 360 7877 / Sanlam@teamspiritpr.com

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