On October 3, 2012, U.K.-based Sanlam Private Wealth announced that it had acquired Gloucester-based IFA firm Stratton Annette’s.
On October 3, 2012, Sanlam Private Wealth announced that it had acquired the client bank and renewal income of IFA firm Stratton Annette’s. Sanlam is a financial planning firm based in the U.K. Stratton Annette’s has approximately £27 million in funds under influence, primarily on behalf of high-net-worth clients from the Gloucester region. The transaction is part of Sanlam’s plans to expand their national presence in the U.K.
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