Please feel free to get in touch

What's New

What's New?

December 2014


As the year draws to a close we thought we’d update you on a couple of recent developments at “our end”.

Sanlam FOUR

You may have noticed in the financial press the recent announcement of the FCA’s approval of the coming together of FOUR Capital Partners Limited and Sanlam International Investments Limited to form Sanlam FOUR Investments UK Limited (effective 4th December 2014).

In doing this we have created a truly diversified business with assets under management of $10bn. Underpinning the business are small specialist investment teams operating within an investment led, entrepreneurial culture. We believe it’s the perfect marriage; the strength and resource of the Sanlam Group and the specialisation and expertise of an investment boutique; a unified business which seeks to deliver innovative and market leading investment solutions to both retail and institutional clients.

Fund Success

On the subject of Sanlam FOUR we are pleased to tell you that our Developing Markets Fund, run by Justin Greeley and his team, has been recognised as the WINNER of the Best Pension Providers Fund award in the Global Emerging Market Equities category at the Money Observer Pension Awards 2014.

Funds were ranked using a rigorous methodology based on their five year records. To qualify for an award, the funds had to appear in the top 75 percentile in at least four out of five annual periods. Judged by five recognised industry experts with qualitative emphasis being on investment range, fees, customer service and ease of transferring, transparency, level of charges and clarity of communications; to have won is a major achievement, something of which we are very proud.

The Developing Markets Fund is available in the Pinnacle range, access through our OneSIPP, The Versatile Investment Portfolio and the Transfer Pension Portfolio. For further information please contact partners@sanlam.co.uk or have a look at www.sanlam.co.uk.

Services Update

The Advisory Stockbroking Service delivered by Stuart Rosling and his team at Sanlam Private Wealth is now available with all of the tax wrappers in our Specialist Range – the Versatile Investment Portfolio, the OneSIPP and the Transfer Pension Portfolio – with immediate effect.

Those wishing to discuss the details of the service should contact Stuart Rosling via Stuart.Rosling@privatewealth.sanlam.co.uk. However, if you require an illustration or details of the Specialist Range please contact our Sales Support team on partners@sanlam.co.uk

Happy Christmas!

We’ll be winding down our communications over the festive period so we’d like to take this opportunity to thank you for all your support during 2014, to wish you and yours a fabulous Christmas and to offer you our best wishes for a prosperous year ahead.

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.