ABOUT
US
Investing is hard and stressful. At Sanlam Global Investment Solutions (SGIS), everything we do is focused on making it easier.
We strive to give people the lives they want by focusing on solutions that protect wealth using the latest and most cost effective technologies.
Whether it be through Artificial Intelligence, our open architecture platform, or leveraging the expertise our partners, we make investing easy.
SGIS manages assets spanning the globe from Australia to Europe to the USA. Our client focus includes institutions, pension funds, discretionary fund managers and financial advisors.
OUR PEOPLE
Our people are located across the globe with staff based in Europe, North America, South Africa, South America and Australia.
David Itzkovits is the Chief Executive Officer of Sanlam Global Investment Solutions.
David has been in the financial services industry for 15 years working with Top Tier Financial Institutions, their advisors and clients.
Michelle joined the SGIS team early in 2018 and is responsible for Operations. She is a financial industry client services specialist, with over 25 years’ experience in retail services and general management. She held Executive and Director roles for 13 years as executive responsible for client services with Glacier by Sanlam in South Africa.
Gideon joined Sanlam in June 2014 to manage business development of the international investments businesses. His primary role is global head of business development of Sanlam Global Investment Solutions with additional responsibility of establishing an institutional business.
Piers joined Sanlam in November 2011, to develop the marketing of the international investments businesses. He now heads up Sanlam Global Investment Solutions’ (SGIS) marketing. He is also Executive Committee Member of SGIS.
James joined Sanlam Global Investment Solutions (SGIS) in July 2014. He is responsible for the financial reporting and forecasting of SGIS.
Tess joined SGIS in January 2018. Prior to her appointment she worked as a senior legal manager for Sanlam Investments. Tess is currently an Executive Committee Member of Sanlam Global Investment Solutions (SGIS).
Brendan joined Sanlam in August 2015 as a global relationship manager. He has since moved into his current role focusing on the development, enhancement and smooth operational running of SGIS’s products and solutions.
Jason was a founding team member of Sanlam’s managed risk strategies in Australia, which commenced in 2011. Prior to joining Sanlam, Jason commenced his career as a Chartered Accountant with Ernst & Young.
Mark has been primarily involved in the global distribution and marketing of International financial service products for the past 15 years in the Americas, Middle East, Asia and Africa.
Jorge has over 20 years of investment sales experience in retail and wholesale U.S. offshore and Latin American markets. He served as head of offshore distribution for a U.S. asset manager for about for 10 years.
Prior to joining Sanlam, Roger spent 10 years in senior management and distribution roles at Jupiter Asset Management in London. Prior to Jupiter, he worked at Old Mutual International as Head of Investment Marketing and Mercer Investment Consulting.
SANLAM GROUP
Sanlam is a leading financial services group, originally established as a life insurance company in 1918. It was demutualised and listed on the Johannesburg Stock Exchange in 1998. Headquartered in Cape Town, South Africa, it has offices throughout South Africa and business interests elsewhere in Africa, Europe, India, USA and Australia employing more than 17,000 staff.
Sanlam provides financial solutions to individual and institutional clients. These solutions include investments, asset management, stockbroking, capital market activities and traditional life and general insurance. These solutions are provided to various segments of the markets and offer the solutions from a number of mutually dependent business entities in the Group.
From a life insurance company established in 1918, Sanlam has grown into a diversified financial services group, offering clients a journey for life for their financial needs.
• AUM: US$ 104 billion
• Market cap: US$ 10 billion
• AA+ (zaf) Rated by Fitch
Data correct to 31 Dec 2016
TECHNOLOGY PARTNER
The Artificial Intelligence and Machine Learning investment engine used to drive decision making in our investment solutions is provided by A.I. Machines. They are the “intel-inside” or solutions, bringing their previously unavailable expertise to our clients.
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London based and UK FCA regulated financial technology specialists
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5 partners (Prof, PhDs, MSc - Mathematics, computer science, economics)
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Creators and operators of a multi-purpose AI ML investment engine
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Based on deep theoretical & academic foundations
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10 years of applied R&D, plus decades of experience in science & asset management
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3 years and equivalent of 700 000 lines of initial code
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7 years operational with nearly 3 years live track record
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Credibly endorsed as leading AI ML investment engine by:
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Head of ML at one of the largest data providers in the world
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Head of quants at one of the largest LDI providers in the world
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