- Sanlam Asset Management Ireland
- Sanlam Collective Investments SA
As a leading international investment management platform, we offer seamless access to the EU’s highly regarded UCITS and AIFMD regimes, providing institutional and third-party fund solutions, fund management company, fund hosting and establishment services for UCITS funds as well as alternative investment funds (AIFs). Our clients include various large institutions and retail clients from South Africa, the United Kingdom, the EU and other jurisdictions. For South African retail investor queries, please click here.
As one of South Africa's leading fund administration platforms, Sanlam Collective Investments (SCI) empowers leading asset managers, wealth managers and intermediaries to focus on their investment performance and growth, building lasting wealth for their clients. With resilient infrastructure, specialist expertise and regulatory insight, we deliver fund administration solutions that empower our partners to scale with confidence and build sustainable wealth for their clients – whatever the market conditions.
Explore our services
We have extensive experience managing long-only, fund of funds, multi-managed and hedge fund structures.
Management Company Services
As a Central Bank of Ireland authorised UCITS Management Company and Alternative Investment Fund Manager (AIFM), we provide the full regulatory framework, operational infrastructure and governance expertise needed to launch and manage UCITS and AIFs from a respected EU jurisdiction. With our management company service offering, we take responsibility for the full suite of required regulatory functions and oversee the activities of delegates and service providers. We provide investment management, fund risk management, operational risk management, regulatory compliance, capital and financial management and distribution designated person functions.
Fund hosting services
We are experienced in delivering fund hosting solutions for asset managers, investment advisors and institutional clients. Our platform provides a streamlined path to market, enabling clients to launch and operate both UCITS and AIFs with confidence and speed. Our client-focused approach, combined with a long history of delivering regulated fund solutions for clients, enables us to offer a seamless turnkey setup within our existing UCITS or AIF umbrella platforms. From fund set up to daily operations, we ensure seamless co-ordination with lawyers, regulators, administrators, depositaries and service providers.
Other support services
We aim to make it easier for you to grow and reach global markets as your trusted partner, supporting you along the way. Whether you're looking to register your fund across the EU, in South Africa (Section 65) or into other select international markets, our expert team and partners can help you navigate the process smoothly by co-ordinating fund registrations, arranging local representatives and paying agents, and assisting with onboarding to global platforms and distribution networks. Our experienced team can also provide insight into product structuring, governance, and best practices to help you realise your goals and grow.
About us
Sanlam Asset Management (Ireland) Limited (“SAMI”) is the Sanlam Group’s international investment management platform. We currently manage in excess of $10bn for our clients world-wide across various fund types: UCITS, Retail AIFs and Qualifying Investor AIFs. We partner with a wide range of investment managers, from South African managers seeking global reach to multinational global leaders, supporting a range of international investment solutions across international markets and asset classes. Operating as a 'Super ManCo,' SAMI is dual-authorised and regulated as a UCITS Management Company and Alternative Investment Fund Manager (AIFM) under EU regulations. This status allows SAMI to passport UCITS and AIFs across the EU.
High-level timeline
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1999
SAMI receives regulatory approval to establish and launch its first global equity and bond non-UCITS retail fund range.
2001
SAMI receives regulatory approval to establish and launch its first UCITS umbrella fund range, Sanlam Universal Funds plc.
2006
SAMI receives regulatory approval to establish and launch its first UCITS umbrella fund range, Sanlam Universal Funds plc.
2014
SAMI is authorised as an Alternative Investment Fund Manager (“AIFM”) by the Central Bank.
Leadership team
Richard Aslett, Chief Executive Officer and Executive Director
Richard has been with SAMI since July 2005. Prior to this, he worked in a number of financial services sectors in Ireland and the United Kingdom including fund management and administration, banking and home loan administration. Richard is a Fellow of the Association of Chartered Certified Accountants and has completed a Masters in Business Administration from University College Dublin.
Dale Bucknell, Designated Person for Investment Management
Dale joined SAMI in 2007 primarily working on the operations side, and becoming Designated Person for investment management in 2021.He is a key point of contact for existing and prospective investment management clients.
Austin O’Dowd, Designated Person for Capital and Financial Management
Austin joined SAMI in November 2012 and is responsible for managing all financial and management accounting, controls, planning and reporting. Austin is a Fellow of the Association of Chartered Certified Accountants and has over 25 years’ experience working in the financial services sector.
Noel McLaughlin, Designated Person for Fund Risk Management
Noel joined SAMI in May 2013 and is responsible for Fund Risk. He also plays a lead role in managing new business and product development. He has over 25 years’ experience working in the financial services sector and is a Fellow of the Institute of Chartered Accountants (England & Wales). Prior to SAMI, Noel was with a Big 4 audit and advisory firm for 13 years working in both Luxembourg and Ireland on a wide range of EU regulated fund, offshore hedge fund, investment manager, fund administration and global custody audit clients.
William Ferguson, Designated Person for Regulatory Compliance and Anti-Money Laundering and Counter-Terrorist Financing Reporting Officer
William joined SAMI in 2020 and is the Head of Compliance and MLRO. Prior to joining SAMI, William was a Senior Compliance Consultant, holding the prescribed roles of MLRO, MLCO & DPO with a trust company in the Channel Islands.
Rudy Connors, Head of Operations and Designated Person for Distribution
Rudy joined SAMI in 2021 as Head of Operations. I Rudy was subsequently appointed as SAMI’s Designated Person for Distribution. Prior to joining SAMI Rudy held various roles at a leading global service providers in the funds industry in Ireland. Rudy has completed a Masters of Business Administration (MBA) from University College Dublin.
Thomas Lebacq, Designated Person for Operational Risk Management
Tom joined SAMI in March 2022 from another UCITS Management Company and AIFM where he was Vice-President - Head of Operational Risk. Prior to that, Tom held various roles with global fund houses in the areas of Investment Management operations and fund accounting.