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.