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High net worth investors have unique goals, challenges and ambitions and often require a customised end-to-end solution that goes above and beyond conventional investment management. This could vary from investment portfolio construction to intergenerational wealth planning and cross-geographical tax structuring.
At Sanlam Private Wealth, we work closely with clients and advisers to craft bespoke portfolios that suit individual risk profiles and investment objectives.
By applying traits and notions normally associated with artists, such as inspiration, innovation, hard-learned skills, a lifetime of experience, time and care – and even the guts to take calculated risks at times – our analysts and investment managers expertly blend a combination of different asset classes to satisfy each investor’s requirements.
We manage a comprehensive range of local and global equity-only or multi-asset portfolios, crafted to meet your needs – including Shariah-compliant portfolios. We also collaborate with other providers to offer collective investments, private equity, hedge funds and structured products.
The global tax and fiduciary environment is ever-changing and complex. We can assist you with structuring local and offshore trusts, international estate planning, exchange controls and tax matters across jurisdictions.
If you have an investment portfolio with us, you have the option of using your local and offshore equities to secure finance. The service is fast and flexible and offered at highly competitive rates.
We offer a range of institutional and retail equity and derivative trading services, including an online share trading platform should you prefer to self-manage your portfolio.