Jonathan Polin
Chief Executive Officer at Atomos Financial Planning Holdings Ltd.
Profile
Jonathan Charles Polin currently works at Sanlam UK Ltd., as Chief Executive Officer & Director from 2015, Atomos Financial Planning Holdings Ltd., as Chief Executive Officer from 2015, Sanlam Investment Holdings (UK) Ltd., as Chief Executive Officer & Director from 2015, Blackett Walker Ltd., as Director, English Mutual Ltd., as Director, Nucleus Financial Services Ltd., as Director from 2016, Nucleus IFA Services Ltd., as Director, Sanlam FOUR Investments Holdings UK Ltd., as Director, Sanlam Private Investments (UK) Holdings Ltd., as Director from 2015, Sanlam Partnerships Ltd., as Director from 2017, Sanlam Wealth Planning UK Ltd., as Director, and Sanlam Private Wealth South Ltd., as Director from 2019.
Mr. Polin also formerly worked at Ashcourt Rowan Ltd., as Group Chief Executive Officer & Executive Director from 2012 to 2015, Savoy Investment Management Ltd., as Group Chief Executive Officer from 2011 to 2013, Tilney Asset Management Services Ltd., as Group Chief Executive Officer from 2011 to 2015, Sanlam Securities UK Ltd., as Chief Executive Officer from 2015 to 2022, Sanlam Private Investments Wealth Management (UK) Ltd., as Chief Executive Officer, Nucleus Financial Ltd., as Non-Independent Non-Executive Director from 2016 to 2021, Ignis Asset Management Ltd., as Director, and abrdn Holdings Ltd., as MD-UK, European & Middle Eastern Sales.
Jonathan Polin active positions
Companies | Position | Start |
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Atomos Financial Planning Holdings Ltd.
Atomos Financial Planning Holdings Ltd. MiscellaneousMiscellaneous Atomos Financial Planning Holdings Ltd. offers inflation-linked bond exposure across different economic regimes and inflation environments. The company is based in London, UK, and has subsidiaries in the UK. The fund also selectively invests in corporate inflation-linked bonds. The British company was founded in 1999, and Jonathan Charles Polin has been the CEO of the company since 2015. | Chief Executive Officer | 2015-10-31 |
Sanlam UK Ltd.
Sanlam UK Ltd. Finance/Rental/LeasingFinance Sanlam UK Ltd. provides wealth planning and investment solutions. It offers investment planning, retirement, family protection, inheritance tax, mortgage, employee benefits advice, dynamic risk management, discretionary and advisory portfolio management, stockbroking services, and risk targeted model portfolios. The company was founded on April 24, 2008 and is headquartered in Bristol, the United Kingdom. | Chief Executive Officer | 2015-12-16 |
Sanlam Private Investments (UK) Holdings Ltd.
Sanlam Private Investments (UK) Holdings Ltd. Investment ManagersFinance Sanlam Private Investments (UK) Holdings Ltd. is a specialist asset manager within the Sanlam Group, founded in 2008. The company is based in London, UK. The British company aims to provide CPI +4% returns by investing in listed securities that derive their value from underlying real assets, particularly infrastructure, specialist property, and renewable energy. The company manages over £5.4bn in an innovative range of equity, fixed income, and multi-asset strategies. | Director/Board Member | 2015-12-14 |
Sanlam Wealth Planning UK Ltd.
Sanlam Wealth Planning UK Ltd. Financial ConglomeratesFinance Part of Atomos Financial Planning Holdings Ltd., Sanlam Wealth Planning UK Ltd. provides financial and wealth management services. The company is based in Lewins Mead, UK. | Director/Board Member | - |
English Mutual Ltd.
English Mutual Ltd. Investment ManagersFinance Part of Sanlam Ltd., English Mutual Ltd. is a boutique asset manager that focuses on long term investment performance and bespoke services for clients. English Mutual, based in Avon, UK, is a specialist asset manager within the Sanlam Group. English Mutual was acquired by Sanlam UK Ltd. on August 09, 2012. The British company is backed by the financial strength and heritage of their parent company and have autonomous investment teams that are unconstrained by a "house view". The company manages over £5.4bn in an innovative range of equity, fixed income, and multi-asset strategies, offering a variety of funds to suit clients' financial objectives. | Director/Board Member | - |
Sanlam Partnerships Ltd.
Sanlam Partnerships Ltd. Financial ConglomeratesFinance Part of Tavistock Investments Plc, Sanlam Partnerships Ltd. is a British company that provides financial intermediation services. The company is based in Lewins Mead, UK. Sanlam Partnerships was founded in 2010. | Director/Board Member | 2017-10-25 |
Nucleus Financial Services Ltd.
Nucleus Financial Services Ltd. Financial ConglomeratesFinance Part of IFG Group Ltd., Nucleus Financial Services Ltd. is a British financial services company. The company is based in London, UK. Nucleus Financial Services provides information about their history, experience, latest press releases, and how to work with them on their website. | Director/Board Member | 2016-07-06 |
Sanlam Investment Holdings (UK) Ltd.
Sanlam Investment Holdings (UK) Ltd. Financial ConglomeratesFinance Part of Sanlam Ltd., Sanlam Investment Holdings (UK) Ltd. is a British company that functions as an investment holding company. The company is based in Bristol, UK. The company was founded in 2011. Jonathan Charles Polin has been the CEO of the company since 2015. | Chief Executive Officer | 2015-12-13 |
Sanlam FOUR Investments Holdings UK Ltd.
Sanlam FOUR Investments Holdings UK Ltd. Financial ConglomeratesFinance Part of Sanlam Ltd., Sanlam FOUR Investments Holdings UK Ltd. is an investment holding company. The company is based in London, UK. It was founded in 2014. | Director/Board Member | 2016-05-10 |
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Former positions of Jonathan Polin
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Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 20 |
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Ashcourt Rowan Ltd.
Ashcourt Rowan Ltd. Investment ManagersFinance Ashcourt Rowan Ltd. provides asset management and investment advice services. The company was founded on March 30, 2005 and is headquartered in London, the United Kingdom. | Finance |
Nucleus Financial Ltd.
Nucleus Financial Ltd. Data Processing ServicesTechnology Services Nucleus Financial Group Plc is a holding company, which engages in the provision of wrap platform services. Its platform allows clients to invest directly, or via tax wrappers, into a range of asset types, including cash, unit trusts, open-ended investment companies, exchange-traded funds, investment trusts, and other securities. The company was founded by David Ferguson in 2005 and is headquartered in Salisbury, the United Kingdom. | Technology Services |
Savoy Investment Management Ltd.
Savoy Investment Management Ltd. Investment ManagersFinance Savoy Investment Management Ltd. (SIM) is the Great Britain-based investment management subsidiary of Ashcourt Rowan Asset Management Ltd., itself a subsidiary of Ashcourt Rowan plc (LSE: ARP) in the UK. Established in 1978 as Ridgefield Financial Management Limited, the firm became Savoy Investment Management Ltd. in 2000 and became a subsidiary of Ashcourt Rowan plc. In 2012. SIM is located in London and provides discretionary and a managed advisory portfolio investment management services to a range of clients including high-net worth individuals, trusts, pension funds and charities. | Finance |
Ignis Asset Management Ltd.
Ignis Asset Management Ltd. Investment ManagersFinance Part of abrdn Plc, Ignis Asset Management Ltd. is a British company that provides investment advisory services. The company is based in Edinburgh, UK. Ignis Asset Management was acquired by Standard Life Investments (Holdings) Ltd. from PGH (Cayman) on July 01, 2014 for $643.71 million. | Finance |
abrdn Holdings Ltd.
abrdn Holdings Ltd. Investment ManagersFinance abrdn Holdings Ltd. engages in the provision of investment management services. The company focuses on financial assets such as equities, fixed income, and alternatives. It also offers solutions including strategy research, asset allocations views, manager selection, portfolio construction, and client portfolio. The company was founded by Martin James Gilbert on March 2, 1983 and is headquartered in Aberdeen, the United Kingdom. | Finance |
Atomos Financial Planning Holdings Ltd.
Atomos Financial Planning Holdings Ltd. MiscellaneousMiscellaneous Atomos Financial Planning Holdings Ltd. offers inflation-linked bond exposure across different economic regimes and inflation environments. The company is based in London, UK, and has subsidiaries in the UK. The fund also selectively invests in corporate inflation-linked bonds. The British company was founded in 1999, and Jonathan Charles Polin has been the CEO of the company since 2015. | Miscellaneous |
Sanlam Private Investments Wealth Management (UK) Ltd.
Sanlam Private Investments Wealth Management (UK) Ltd. Investment ManagersFinance Part of Sanlam Ltd., Sanlam Private Investments Wealth Management (UK) Ltd. is a British company that provides investment advice. The company is based in London, UK. Jonathan Charles Polin has been the CEO of the company since 2015. | Finance |
Sanlam Securities UK Ltd.
Sanlam Securities UK Ltd. Investment Banks/BrokersFinance Part of Allenby Capital Ltd., Sanlam Securities UK Ltd. is a specialist asset manager within the Sanlam group. Sanlam Securities UK Ltd. is based in London, UK. Sanlam Securities was acquired by Allenby Capital Ltd. from Sanlam Ltd. on March 10, 2016. The British company manages over £5.4bn in an innovative range of equity, fixed income, and multi-asset strategies. The company was founded in 1984. Jonathan Charles Polin has been the CEO of the company since 2015. | Finance |
Sanlam UK Ltd.
Sanlam UK Ltd. Finance/Rental/LeasingFinance Sanlam UK Ltd. provides wealth planning and investment solutions. It offers investment planning, retirement, family protection, inheritance tax, mortgage, employee benefits advice, dynamic risk management, discretionary and advisory portfolio management, stockbroking services, and risk targeted model portfolios. The company was founded on April 24, 2008 and is headquartered in Bristol, the United Kingdom. | Finance |
Tilney Asset Management Services Ltd.
Tilney Asset Management Services Ltd. Investment ManagersFinance Tilney Asset Management Services Ltd. (Tilney AM) is the asset management subsidiary of Ashcourt Holdings Ltd., ultimately held by Platinum LP Guernsey Ltd. in Great Britain. Founded in 1993 as Ashcourt Rowan Asset Management Ltd., the firm was acquired by Towry Holdings and changed their name to Towry Asset Management in 2016. They became Tilney Asset Management Services Ltd. in 2017. Headquartered in London, Tilney AM offers a range of services such as financial planning, investment management and advice to private investors, charities and professional intermediaries. | Finance |
Sanlam Wealth Planning UK Ltd.
Sanlam Wealth Planning UK Ltd. Financial ConglomeratesFinance Part of Atomos Financial Planning Holdings Ltd., Sanlam Wealth Planning UK Ltd. provides financial and wealth management services. The company is based in Lewins Mead, UK. | Finance |
Sanlam Private Investments (UK) Holdings Ltd.
Sanlam Private Investments (UK) Holdings Ltd. Investment ManagersFinance Sanlam Private Investments (UK) Holdings Ltd. is a specialist asset manager within the Sanlam Group, founded in 2008. The company is based in London, UK. The British company aims to provide CPI +4% returns by investing in listed securities that derive their value from underlying real assets, particularly infrastructure, specialist property, and renewable energy. The company manages over £5.4bn in an innovative range of equity, fixed income, and multi-asset strategies. | Finance |
English Mutual Ltd.
English Mutual Ltd. Investment ManagersFinance Part of Sanlam Ltd., English Mutual Ltd. is a boutique asset manager that focuses on long term investment performance and bespoke services for clients. English Mutual, based in Avon, UK, is a specialist asset manager within the Sanlam Group. English Mutual was acquired by Sanlam UK Ltd. on August 09, 2012. The British company is backed by the financial strength and heritage of their parent company and have autonomous investment teams that are unconstrained by a "house view". The company manages over £5.4bn in an innovative range of equity, fixed income, and multi-asset strategies, offering a variety of funds to suit clients' financial objectives. | Finance |
Sanlam Partnerships Ltd.
Sanlam Partnerships Ltd. Financial ConglomeratesFinance Part of Tavistock Investments Plc, Sanlam Partnerships Ltd. is a British company that provides financial intermediation services. The company is based in Lewins Mead, UK. Sanlam Partnerships was founded in 2010. | Finance |
Nucleus Financial Services Ltd.
Nucleus Financial Services Ltd. Financial ConglomeratesFinance Part of IFG Group Ltd., Nucleus Financial Services Ltd. is a British financial services company. The company is based in London, UK. Nucleus Financial Services provides information about their history, experience, latest press releases, and how to work with them on their website. | Finance |
Sanlam Investment Holdings (UK) Ltd.
Sanlam Investment Holdings (UK) Ltd. Financial ConglomeratesFinance Part of Sanlam Ltd., Sanlam Investment Holdings (UK) Ltd. is a British company that functions as an investment holding company. The company is based in Bristol, UK. The company was founded in 2011. Jonathan Charles Polin has been the CEO of the company since 2015. | Finance |
Sanlam FOUR Investments Holdings UK Ltd.
Sanlam FOUR Investments Holdings UK Ltd. Financial ConglomeratesFinance Part of Sanlam Ltd., Sanlam FOUR Investments Holdings UK Ltd. is an investment holding company. The company is based in London, UK. It was founded in 2014. | Finance |
Nucleus IFA Services Ltd.
Nucleus IFA Services Ltd. Financial ConglomeratesFinance Part of IFG Group Ltd., Nucleus IFA Services Ltd. is a British company that provides financial intermediation services. The company is based in Edinburgh, UK and was founded in 2006. | Finance |
Blackett Walker Ltd.
Blackett Walker Ltd. Investment ManagersFinance Blackett Walker Ltd. provides financial advisory services. It offers wealth preservation and tax planning portfolio review, retirement services and specialist advice for medical professionals. The firm specializes in pension consulting for employers, independent employee benefits advice, employee benefits audit, employee communications and trustee services. The company was founded by Richard Alastair Blackett and Kevin Walker in 1994 and is headquartered in Newcastle Upon Tyne, the United Kingdom. | Finance |
Sanlam Private Wealth South Ltd.
Sanlam Private Wealth South Ltd. Investment ManagersFinance Part of Sanlam Ltd., Sanlam Private Wealth South Ltd. is a British company that provides fund management services. The company is based in London, UK. It was founded in 2018. | Finance |
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