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Since the start of the year, equity and bond markets have continued to recover the losses experienced at the end of 2018, and the global economy is enjoying low unemployment and good (albeit slowing) earnings growth. While we can appreciate these positive conditions for now, it’s our job to look ahead, identify potential risks and position client portfolios accordingly.

Sanlam UK, part of the international financial services group Sanlam Limited, has today announced the acquisition of the Thesis Asset Management (Thesis).

As the new tax year starts we look forward to what 2019 holds. Our technical team has put together a handy guide of some of the key information you will need to consider when advising your clients.

Sanlam UK, part of international financial services group Sanlam Ltd, today announces the acquisition of independent financial planning and employee benefits firm Blackett Walker Limited.

Markets composed themselves in March, as the US Federal Reserve (Fed) capitulated to demands to pause the interest-rate hiking cycle and investors’ fears about economic growth receded. In contrast to the abrupt change of heart by Chairman Jerome Powell, our investment strategy and views on the underlying economy are unchanged. 

Sanlam last night scooped the ‘Investment Performance: High Growth Portfolio’ award at the annual Private Asset Management (PAM) awards. It is the second year running Sanlam UK has won in this category.

As we approach the end of another tax year, Julia Peake from Sanlam discusses what you need to look out for to ensure clients remain on track.

Tax year end is fast approaching and we’re here to support you and your clients at this busy time. We’ve outlined the important deadlines for sending us applications and other top-ups to ensure your clients’ money is invested for this tax year.