Contact

Address:
St Bartholomew's House
Lewin's Mead Avon
Bristol BS1 2NH
England
United Kingdom
Phone number:
0117 975 2125

OPEN HOURS

Monday
9:00 - 17:00
Tuesday
9:00 - 17:00
Wednesday
9:00 - 17:00
Thursday
9:00 - 17:00
Friday
9:00 - 17:00
Saturday
Closed
Sunday
Closed

Location on map

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Company description

An office branch of Sanlam based in Bristol. the firm provides its services to individuals, high net worth private individuals, family trusts, charities, corporates, financial advisers and small institutional clients. It manages separate client-focused equity, fixed income, and balanced portfolios. The firm also manages fixed income and balanced mutual funds for its clients. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets and property. For the fixed income investments, it invests in government bonds, investment grade corporate bonds, and inflation linked bonds.

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