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.