UK equity specialist FOUR Capital Partners has agreed to merge with Sanlam International Investments to set up new holding company, called Sanlam FOUR Investments UK.
Sanlam FOUR will provide investment solutions to both retail and institutional clients. It will also provide investment capability to the wider Sanlam Group.
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Under the deal, Sanlam Group will hold an 89.7% stake in the merged business. The investment teams within the existing Four business will hold a 30% equity stake in their specific business areas.
Subject to FCA approval, the merger comes as part of Sanlam’s strategy to deliver innovative investment solutions for its clients in the UK.
The merger will not only provide critical mass in terms of the development and growth of funds under management, but also attracts and retain the best talent the marketplace has on offer.
The deal will not affect any of the investment teams but there would be back office operational efficiencies.
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By GlobalDataDerrick Dunne, director and founder of FOUR, said "In positioning Sanlam and FOUR closer together, we create a more diversified business with a significant increase in AUM.
"Underpinning the business are small specialist investment teams operating within an investment led, entrepreneurial culture. This will never change and performance will always remain each team’s focus. The ownership structure directly aligns our fund managers’ interests with those of our clients," he added.
Robert Roux, COO of Sanlam Investments, said: "This is an important step to cementing that relationship and indicates Sanlam’s trust and confidence in FOUR’s capabilities. Staff will remain significant owners, and investment teams and processes will remain independent."
