DAVID TYERMAN THESIS ASSET MANAGEMENT

Multi-asset is dead – Long live multi-asset! Publication on website A copy of this announcement will be available , free of charge, subject to certain restrictions relating to persons resident in Restricted Jurisdictions, on Thesis’ website at http: Sanlam’s vertically integrated business model, which includes an asset manager, life company and adviser network in addition to its own wealth management business, places the group in a strong strategic position to markedly increase its market share. As set out in the letters to Thesis Option Holders dated 30 June , the board of directors of Thesis previously determined that all outstanding options granted under the Share Option Plan may be exercised in anticipation of the Offer becoming or being declared wholly unconditional in due course and with effect from immediately prior to such time, but on the same date. The acquisition is a manifestation of Sanlam’s strategy set out in by chief executive, Jonathan Polin, of becoming the wealth manager of choice for high net worth individuals and their advisers. Pan-European ESG Summit Zurich In we successfully launched our ESG roundtable for Swiss fund buyers only, but such was the level of interest from our community of fund buyers across Europe – that we have now widened the invitation to top asset allocators across the continent that are investors in ESG type funds.

Italian Summit Rome InvestmentEurope has forged strong relationships with Italian fund buyers in both the wholesale and increasingly the institutional market in the past few years. Like Sanlam, Thesis has consistently put the financial wellbeing of its clients at the forefront of its proposition and culture. Regit Bidco Limited Daniel Mytnik. After creating outstanding events attended by top asset allocators, we will be bringing our highly regarded Summit concept to Rome in In we successfully launched our ESG roundtable for Swiss fund buyers only, but such was the level of interest from our community of fund buyers across Europe – that we have now widened the invitation to top asset allocators across the continent that are investors in ESG type funds. Sanlam’s vertically integrated business model, which includes an asset manager, life company and adviser network in addition to its own wealth management business, places the group in a strong strategic position to markedly increase its market share. Thesis Asset Management plc David Tyerman.

Thesis represents a strong cultural, operational and geographic fit with Sanlam UK.

Sanlam acquires Thesis Asset Management in UK deal

Bidco anticipates that the First Payment Date will be 28 July Like Sanlam, Thesis has consistently put the financial wellbeing of its clients at the forefront of its proposition and culture. Sanlam’s vertically integrated business model, which includes an asset manager, life company and adviser network in addition to its own wealth management business, places the group in a strong strategic position to markedly increase its market share.

This announcement is for information purposes only and is not intended to, and does not, constitute or form part of any offer, invitation or the solicitation of an offer to purchase, otherwise acquire, subscribe for, sell or otherwise dispose of any securities pursuant to the Acquisition or otherwise.

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Evercore Partners International LLP ” Evercore “which is authorised and regulated in the United Kingdom by the Financial Conduct Authority, is acting exclusively for Thesis and no-one else in connection with the Acquisition and will not be responsible to anyone other than Thesis for providing the protections afforded to clients of Evercore, nor for providing advice in relation to the Acquisition, the contents of this announcement or any other matter referred to herein.

Offer Update

Thesis Shareholders are advised to read the Offer Document carefully. Christopher Copper-Ind 29 April Tweet. Invesco names head of UK Insurance distribution. The Independent Directors of Thesis are pleased to announce that the Resolution to approve the Management Arrangements was passed by Thesis Independent Shareholders at the General Meeting held earlier today. As the options over such aggregate 50, Ordinary Shares were only exercised with effect from immediately prior to the release of this announcement, such 50, Ordinary Shares have not been issued as at the time of this announcement and have therefore not been counted in the managment share capital or acceptance davud or included in the denominator for the percentages set out above.

Iberian Summit Barcelona New for ! Further information This announcement is asaet information purposes only and is not intended to, and does not, constitute or form part of any offer, invitation or the solicitation of an offer to purchase, otherwise acquire, subscribe for, sell or otherwise dispose of any securities pursuant to the Acquisition or otherwise.

david tyerman thesis asset management

The Acquisition is being made solely by means of the Offer Document which contains the full terms and Conditions of the Acquisition. After creating outstanding events attended by top asset allocators, we will be bringing our highly regarded Summit concept to Rome in Date: Italian Summit Rome InvestmentEurope has forged strong relationships with Italian fund buyers in both thesid wholesale and increasingly the institutional market in the past few years.

Sanlam acquires Thesis Asset Management in UK deal

The consideration will majagement paid by Managemennt to the Trustee and Bidco expects that the Trustee will then contact each Beneficial Owner regarding the payment by the Trustee of the consideration to them.

InvestmentEurope has forged strong relationships with Italian fund buyers in both the wholesale and increasingly the institutional market in the past few years. Neither Evercore nor any of its affiliates owes or accepts any duty, liability or responsibility whatsoever whether direct or indirect, whether in contract, in tort, under statute or otherwise to any person who is not a client of Evercore in connection with the matters referred to in this announcement, or otherwise.

David Tyerman, managing director of Thesis said: Neither PwC nor any of its affiliates owes or accepts any duty, liability tyermaj responsibility whatsoever whether direct or indirect, whether in contract, in tort, under statute or otherwise to any person who is not a client of PwC in connection with the matters referred to in this announcement, or otherwise.

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david tyerman thesis asset management

Leon and Ventiga and no-one else in connection with the Acquisition adset will not be responsible to anyone other than Bidco, J. For the avoidance of doubt, save as expressly referred to in the Offer Document, the contents of Thesis’ website are not incorporated into, and do not form part of, the Offer Document.

A copy of this announcement will be availablefree of charge, subject to certain restrictions relating to persons resident in Restricted Jurisdictions, on Thesis’ website at http: Leon and Ventiga for providing the protections afforded to clients of PwC, nor for providing advice in relation to the Acquisition, the contents of this announcement or any other matter referred to herein.

Legg Mason subsidiary opens first continental European office.

We have high ambitions to make Sanlam a leader in client-centric wealth management and our acquisition of Thesis is an important milestone in that journey. As set out in the letters to Thesis Option Holders dated 30 Junethe board of directors of Thesis previously determined that all outstanding options granted under the Share Option Plan may be exercised in anticipation of the Offer becoming or being declared wholly unconditional in due course and with effect from immediately prior to such time, but on the same date.

Moreover, both firms have established strong footholds in the UK intermediary market, providing model portfolios and DFM solutions to IFAs along with developing close relationships and partnerships with advisers who want to in-source their investment management proposition.

Publication on website A copy of this announcement will be availablefree of charge, subject to certain restrictions relating to persons resident in Restricted Jurisdictions, on Thesis’ website at http: The acquisition is a manifestation of Sanlam’s strategy set out in by chief executive, Jonathan Polin, of becoming the wealth manager of choice for high net worth individuals and their advisers.

Jonathan Polin, Sanlam UK chief executive said: After creating outstanding events attended by top asset allocators, we will be bringing our highly regarded Summit concept to Rome in Multi-asset is dead – Long live multi-asset! All Conditions of the Offer have now been satisfied, and Bidco is therefore pleased to declare that the Offer is unconditional in all respects. As part of the deal, Sanlam will acquire Thesis’ private client business, distribution network, direct support teams and Pallant, its financial planning business.

It was clear from the outset of our discussions with the Thesis management team that we were fully aligned in terms of investment philosophy, culture and an unwavering commitment to client service.