Sanlam Makes Key UK Hire

Robbie Lawther

6 February 2018

Wealth management firm UK has appointed David Mason as chief operating officer. This publication has contacted the firm to ask who Mason has replaced.

Mason will lead the development of Sanlam UK’s operational platform, with a specific focus on delivering innovative technology solutions to meet the evolving requirements of its clients, the firm said in a statement.

He will report directly to chief executive Jonathan Polin and will sit on Sanlam UK’s executive committee.

The new COO has over 20 years’ experience in wealth management markets across the globe. He has spent the majority of his career with Barclays Wealth and has held a number of senior roles including, global head of IT strategy and architecture, regional chief investment officer (Asia) and chief of staff to the COO.

“David has a track record of delivering operational rigour and efficiency as well as client-centric technology solutions,” said Polin. “His appointment is a key step towards our goal of building a relevant, forward-looking business with financial advice at is heart.”

Established in 1918, the group provides a range of services to over 10 million clients globally, including insurance, financial planning, investments and wealth management. Sanlam Private Wealth, the discretionary fund manager, has around £2.7 billion ($3.8 billion) in client assets under management.

In October, this publication reported that Sanlam UK had appointed Justine Colley as portfolio manager to its London office, and also in November, this publication interviewed the head of business acquisition at Sanlam UK, Andrew Lewis, about the growth of sports wealth planning.