Sanlam restructures fund research process after Surguy exit

Laura Dew
clock

Sanlam International Investment has taken over fund research and selection from SPI following the departure of Paul Surguy earlier this month.

Surguy (pictured), formerly head of managed funds at Sanlam Private Investment (SPI), left the firm after 15 years to join Kleinwort Benson. Responsibility will now transfer to Sanlam International Investment instead which is headed up by Justin Greeley and senior portfolio manager Barry Cowen. SPI said the bi-annual Income Study will continue to be produced and distributed as usual. Sanlam International Investment recently took a controlling stake in boutique firm FOUR Capital Partners, and is due to become Sanlam FOUR in the near future. Richard Champion, chief investment offi...

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

Party politics: Why investors should celebrate AIM's 30th birthday, even if the government won't

Party politics: Why investors should celebrate AIM's 30th birthday, even if the government won't

AIM has helped 4,000 businesses raise £135bn since launch

Eustace Santa Barbara
clock 19 June 2025 • 4 min read
AIM at 30: Why advisers should take a fresh look at the UK's junior market

AIM at 30: Why advisers should take a fresh look at the UK's junior market

'We see AIM as a jewel in the crown with long-term appeal for the right clients'

Oliver Brown
clock 17 June 2025 • 4 min read
Taking the rough with the smooth: How to navigate global market volatility

Taking the rough with the smooth: How to navigate global market volatility

'Like investing, smoothing isn't one-size-fits-all'

James Tothill
clock 13 June 2025 • 4 min read