Sanlam Private Wealth Acquires Stratton Annette’s

December 20, 2012

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.

To read the press release, please click here.


Categories

Investment Manager M&A, Transactions