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Showing 11 - 20 of 29 results for "Sanlam"

Advice group partners with new platform

JAMIE WILLIAMSON  |  WEDNESDAY, 8 JAN 2020
... line of advice groups that have taken up Powerwrap's offering in recent months, including Suetonius Wealth Management, Sanlam Private Wealth, Newport Private Wealth, Premium Advisory, SBA Advice, Lucerne and Consilium Advice. Powerwrap chief executive ...

Fund manager exits global debt, chief resigns

JAMIE WILLIAMSON  |  THURSDAY, 13 JUN 2019
... responsible entity, announced SIAL would retire as investment manager of the Supervised Global Income Fund and be replaced by Sanlam Private Wealth on July 1. The fund will be renamed the SPW Global Income Fund. SIAL will instead concentrate its efforts ...

8IP signs on Sanlam Private Wealth

KANIKA SOOD  |  TUESDAY, 15 JAN 2019
Eight Investment Partners (8IP) has entered a strategic support agreement with Sanlam Private Wealth to provide middle office services. The agreement builds on their existing relationship. Sanlam Private Wealth previously acquired 40% of 8IP, the latter ...

CFS partners to create ESG fixed income fund

KANIKA SOOD  |  THURSDAY, 3 MAY 2018
... platforms from May 2018 alongside other Alliance partners of Colonial First State including Acadian, Aspect, Generation and Sanlam. AIM's focus is to promote robust verification and reporting, along with active engagement, whilst ensuring repeatable ...

Equity Trustees appointed RE to multinational group

EMMA RAPAPORT  |  FRIDAY, 16 JUN 2017
... responsible entity for a multinational financial services group operating in Australia which recently launched two equity funds. Sanlam Private Wealth Australia, formerly known as Calibre Investment, launched the SPW Global High Quality Fund and Wenlock ...

AI will lead next industrial revolution: Sanlam

MICHELLE BALTAZAR  |  THURSDAY, 4 MAY 2017
... artificial intelligence (AI) will transform all sectors of business, not least financial planning and wealth management. Sanlam Global Investment Solutions head of investments David Itzkovits said early adopters to AI stand to benefit the most, especially ...

Oxford University assisting Aussie advisers

JAMIE WILLIAMSON  |  FRIDAY, 28 APR 2017
... international organisations including HSBC, the Royal Bank of Scotland, Bank of England, Standard Life and South Africa's Sanlam, as well as a number of IFAs. The Oxford Risk Rating Online solution accounts for risk tolerance, suitability, risk capacity ...

Nikko AM hire targets innovation

JAMIE WILLIAMSON  |  WEDNESDAY, 29 MAR 2017
... the Pacific region and has also previously worked as an investment consultant for London-based Lane Clark & Peacock and Sanlam in South Africa. Hallinan said Koster's appointment demonstrates the firm's commitment to the Australian market. "I am personally ...

Mercer principal joins IMCA board

JAMIE WILLIAMSON  |  THURSDAY, 1 DEC 2016
... range of issues including investment strategy and manager selection, and has also previously worked for Alexander Forbes, Sanlam, and Lane Clark and Peacock. Paul Newfield has also joined the board. Newfield is currently a senior investment consultant ...

Industry leaders in sales and marketing recognised at MAX Awards

MARK SMITH  |  FRIDAY, 24 JUN 2016
... Return Fund Finalists Aviva Investors Multi-strategy Target Return Fund CFM Institutional Systematic Diversified Trust Sanlam Managed Risk Global Share Fund (CFS) Standard Life Investments Absolute Return Global Bond Strategies Trust