SANLAM Private Investments plans to grow its operation in Yorkshire.
The investment and wealth management company is opening an office in Thornaby, Stockton on Tees to complement its operation in Harrogate. The new office. which has nine staff, will be led by Jonty Warneken, who also manages the office in Harrogate.
Sanlam also has offices in Newcastle and Kirkby Lonsdale. The Thornaby operation will offer the same investment and wealth management services as the Harrogate operation, which employs five staff.
Craig Massey, the chief executive of Sanlam Private Investments, said: “We are delighted to have achieved our ambition of establishing another key office in the Yorkshire region. While we have a strong presence here already, the opening of our business in Teesside fills a geographic gap.”
Mr Warneken added: “This is such a dynamic and flourishing region, so it’s fitting that a business of the calibre of Sanlam Private Investments should invest here for the future. Clients are increasingly demanding an integrated wealth management service, but provided by local experts, who understand the needs of both the professional and local community. This new office will provide a highly personalised service, offering not just investment management but help and guidance.”