Sanlam UK expands portfolio management team with HNW specialist

Joins from Oxford Capital

Laura Dew
clock • 1 min read

Sanlam UK has appointed Daniel Szabo as portfolio manager from specialist investment manager Oxford Capital.

Prior to joining Sanlam UK, Szabo worked at Oxford Capital, where he specialised in high-net-worth clients, and at Tilney and Nationwide Building Society.  He will report to Stuart McCann, head of the firm's London office. This is the second portfolio manager appointed in the past year following the appointment of Justine Colley from European Wealth in October. Sanlam UK acquires East Yorkshire firm bringing £60m AUM Charlie Parker, head of portfolio management at Sanlam UK, said: "It is important that we grow our team to meet the changing and growing needs of our client base. ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Advisers have opportunity to deepen private market engagement

Advisers have opportunity to deepen private market engagement

Most client allocations to private markets are either 5%-10% or 1%-5%

Isabel Baxter
clock 18 November 2024 • 2 min read
Royal London cuts number of governed range portfolios

Royal London cuts number of governed range portfolios

Renaming remaining portfolios to reflect level of investment risk

Jenna Brown
clock 18 November 2024 • 1 min read
AJ Bell cuts fees across multi-asset income range

AJ Bell cuts fees across multi-asset income range

£1.5bn of inflows this year

Beth Brearley
clock 14 November 2024 • 1 min read