DAVID TYERMAN THESIS ASSET MANAGEMENT

During our discussions with Sanlam, we were impressed with their passion for delivering clients’ investment goals and their commitment to providing the personalised service our clients rightly expect. Sanlam UK, part of the international financial services group Sanlam Limited, has today announced the acquisition of the Thesis Asset Management for an undisclosed sum. Further information 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. 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. 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.

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. 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. Leon and Ventiga and no-one else in connection with the Acquisition and will not be responsible to anyone other than Bidco, J. After creating outstanding events attended by top asset allocators, we will be bringing our highly regarded Summit concept to Rome in Date: 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. 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.

Shareholders may also request that all future documents, announcements and information to be sent to them in relation to the Offer should be in hard copy form by submitting a request to the Company secretary of Thesis at the registered office address of Thesis.

Offer Update – RNS – London Stock Exchange

Thesis’ offices in Guilford, Lymington, Chichester and Brighton will become part of Sanlam’s regional wealth management network.

Jonathan Polin, Sanlam UK chief executive said: Bidco anticipates that the First Payment Date will be 28 July Neither PwC 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 PwC in connection with the tuerman referred to in this announcement, or otherwise.

  THESIS TOPIC WUR MGI

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.

The consideration will be paid by Bidco to the Tyyerman and Bidco expects that the Trustee will then contact each Beneficial Owner regarding the payment by the Trustee of the consideration to them. Davdi information 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.

david tyerman thesis asset management

InvestmentEurope has forged strong relationships with Italian fund buyers in both the wholesale and increasingly the institutional market in the past few years. Regit Bidco Limited Daniel Mytnik. Thesis represents a strong cultural, operational and geographic fit with Sanlam UK.

david tyerman thesis asset management

David Tyerman, managing director of Thesis said: Like Sanlam, Thesis has consistently put the financial wellbeing of its clients at the forefront of its proposition and culture. Thesis Asset Management plc David Tyerman. Invesco names head of UK Insurance distribution.

Sanlam acquires Thesis Asset Management in UK deal

As set out in the letters to Thesis Thesos Holders dated 30 Junethe board of directors of Thesis previously determined that all outstanding options granted tyedman 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. 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.

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.

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: 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.

Sanlam acquires Thesis Asset Management in UK deal

Leon and Ventiga and no-one else in connection with the Acquisition and will not be responsible to anyone other than Bidco, J. 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: Save where otherwise defined herein or where the context otherwise requires, terms defined in the Offer Document bear the same meanings when tyermaj in this announcement.

  CRUEL ANGELS THESIS A CAPPELLA

david tyerman thesis asset management

After creating outstanding events attended by top asset allocators, we will be bringing our highly regarded Summit concept to Rome in Date: InvestmentEurope has forged strong relationships with both Spanish and Portuguese fund buyers over a long period of time.

After creating outstanding events attended by top asset allocators, we will be bringing our highly regarded Summit concept to Rome in Important notices relating to Financial Advisers 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 tyermn 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.

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. 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 tywrman worth individuals and their advisers.

Offer Update

Vietnam – working with the government to open the market. The percentages of the existing issued ordinary share capital of Thesis referred to in this announcement are based on theOrdinary Shares in issue on 21 Julywhich does not include the 50, new Ordinary Shares to be issued following the exercise of the options referred to below.

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

Multi-asset is dead – Long live multi-asset!

As part of the deal, Sanlam will acquire Thesis’ private client business, distribution network, direct support teams and Pallant, its financial planning business. 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.

The Acquisition is being made solely by means of the Offer Document which contains the full terms and Conditions of the Acquisition.

Sanlam UK, part of the international financial services group Sanlam Limited, has today announced the acquisition of the Thesis Asset Management for an undisclosed sum.