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One-on-One Relationship with our Clients

At Sanlam Private Wealth, we believe that working together creates partnerships that thrive. This is why we have created Sanlam Private Wealth 1/1 - a platform for one-to-one communication with our clients, a programme that provides clients with exclusive one-of-one opportunities, and a series of one-on-one experiences.

It’s designed to emphasise the importance we place on strong, personal relationships, and what they can achieve. To see this come to life, please visit our new platform at www.1of1privatecollection.co.za.

If this is the kind of individual service you’re looking for, contact us or your financial planner. Alternatively, read on to find out more about Sanlam Private Wealth.

 Our Services

 

 

Wealth Managementhttp://sanlamprivatewealth.sanlam.com/services/Pages/wealth-management.aspxWealth ManagementNeed an investment partner to make the most of your personal wealth? Our personal wealth management advisers focus on creating wealth & building a long-term solution for our clients.Our wealth management teams work with you to create a financial plan that helps you make the most of your money.http://sanlamprivatewealth.sanlam.com/SPWBannerImages/Wealth Management_1920x226.jpg?RenditionID=5, Wealth Management preview
Portfolio Managementhttp://sanlamprivatewealth.sanlam.com/services/portfolio-managementPortfolio ManagementLooking for expert portfolio management through investment analysis that is proven to deliver? Contact the Sanlam Private Wealth investment portfolio specialists today.Whether you need income or capital growth, we have a range of portfolio structures to meet your needs.http://sanlamprivatewealth.sanlam.com/SPWBannerImages/Portfolio Management_1920x226.jpg?RenditionID=5, Portfolio Management preview
Stockbroking and Derivatives Tradinghttp://sanlamprivatewealth.sanlam.com/services/stockbroking-derivativesStockbroking and Derivatives TradingNeed advice from specialists on stock trading in South Africa? The Sanlam Private Wealth stockbroking team offers expert advice on the financial derivatives & commodities markets.As a client of Sanlam Private Wealth you have a full range of stockbroking and derivatives trading services at your fingertips.http://sanlamprivatewealth.sanlam.com/SPWBannerImages/Stockbroking and Derivatives_1920x226.jpg?RenditionID=5, Stockbroking and Derivatives preview
Retirement Fund Managementhttp://sanlamprivatewealth.sanlam.com/services/Pages/retirement-fund-management.aspxRetirement Fund ManagementOur selection of retirement annuity funds for South Africans offer a balanced investment tailored to your specific needs. Speak to us about our retirement investement management solutions today.Enjoy a comfortable retirement with our top solutions and personalised management.http://sanlamprivatewealth.sanlam.com/SPWBannerImages/Retirement Fund Management_1920x226.jpg?RenditionID=5, Retirement Fund Management preview
Fiduciary and Tax Serviceshttp://sanlamprivatewealth.sanlam.com/services/Pages/fiduciary-and-tax-services.aspxFiduciary and Tax ServicesSanlam Private Wealth offers tax & fiduciary consulting services to maximise your personal wealth. Speak to our tax specialists for audits & advisory services to make the most of your income.As a high net worth individual your local and offshore tax and fiduciary needs can be complex. We provide expert advice.http://sanlamprivatewealth.sanlam.com/SPWBannerImages/Fiduciary and Tax_1920x226.JPG?RenditionID=5, Fiduciary and Tax preview
Offshore Investmentshttp://sanlamprivatewealth.sanlam.com/services/Pages/offshore-investments.aspxOffshore InvestmentsWe offer a personalised offshore investment strategies using our specialised international assets and UK-based investment team to offer our investors a selection of portfolios not available locally.Enjoy the diversification benefits of offshore investing with a personalised investment strategy.http://sanlamprivatewealth.sanlam.com/SPWBannerImages/Offshore Investments_1920x226.jpg?RenditionID=5, Offshore Investments preview
Credithttp://sanlamprivatewealth.sanlam.com/services/Pages/credit.aspxCreditNeed some credit for additional investments? Sanlam Private Wealth offers credit solutions based on existing assets to further increase your capital requirements.Use the assets in the portfolio you have with us to get convenient, immediate access to credit.http://sanlamprivatewealth.sanlam.com/SPWBannerImages/Credit_1920x226.jpg?RenditionID=5, Credit preview
Online Trading with Sanlam iTradehttp://sanlamprivatewealth.sanlam.com/services/Pages/online-trading.aspxOnline Trading with Sanlam iTradeSanlam presents iTrade, our online share & stock trading platform for our Private Wealth clients in South Africa. Start your JSE online share trading account today.Manage your share portfolio and trade online.http://sanlamprivatewealth.sanlam.com/SPWBannerImages/Online Trading_1920x226.jpg?RenditionID=5, Online Trading preview
Shariah-compliant Investmentshttp://sanlamprivatewealth.sanlam.com/services/Pages/shariah-compliant-investments.aspxShariah-compliant InvestmentsSanlam Private Wealth offer Muslim investors a high-quality Shariah compliant investment solution with our Islamic banking & finance services. Contact your Private Wealth advisor today.Access a diversified portfolio of equities and a wide range of other investment instruments.http://sanlamprivatewealth.sanlam.com/SPWBannerImages/Shariah Compliant_1920x226.jpg?RenditionID=5, Shariah-compliant preview
Art Advisory Servicehttp://sanlamprivatewealth.sanlam.com/services/artadvisoryArt Advisory ServiceNeed some advise when buying art as an investment? Sanlam Private Wealth offers advisory services for those an interest in artand looking to make the most of their investments.Find out how art as an investment provides a natural hedge against inflation as a growth asset.http://sanlamprivatewealth.sanlam.com/SPWBannerImages/Art Advisory Service_1920x226.jpg?RenditionID=5, Art Advisory Service preview

 

 

Top Wealth Manager in SA for the Third Yearhttp://sanlamprivatewealth.sanlam.com/mediacentre/media-category/media-releases/Top Wealth Manager in SA for the Third YearTop Wealth Manager in SA for the Third YearTop Wealth Manager in SA for the Third Year2016-07-28T22:00:00ZSanlam Private Wealth has been named the top wealth manager in South Africa in the 2016 Intellidex’s Top Private Banks and Wealth Managers survey.GP0|#2d831847-5d1f-435a-969b-0adba123e9c2;L0|#02d831847-5d1f-435a-969b-0adba123e9c2|Media Releases;GTSet|#7d0e1231-21bf-4e31-84d6-36893b1df032;GPP|#6acee7b7-900a-438f-a8a0-172892c9cea8
QA with Jonathan Polin Offshore Investments, the Ultra-Rich Set and Not Betting the Farmhttp://sanlamprivatewealth.sanlam.com/mediacentre/media-category/media-releases/QA with Jonathan Polin Offshore Investments, the Ultra-Rich Set and Not Betting the FarmQA with Jonathan Polin Offshore Investments, the Ultra-Rich Set and Not Betting the FarmQA with Sanlam UK Group CEO, Jonathan Polin2016-03-15T22:00:00ZAfter only three months in the hot-seat, we caught up with Sanlam UK’s CEO, Jonathan, about offshore investments, the ultra-rich set and not “betting the farm”.GP0|#2d831847-5d1f-435a-969b-0adba123e9c2;L0|#02d831847-5d1f-435a-969b-0adba123e9c2|Media Releases;GTSet|#7d0e1231-21bf-4e31-84d6-36893b1df032;GPP|#6acee7b7-900a-438f-a8a0-172892c9cea8
Sanlam Portrait Award Top 40 Exhibition En Route to Durbanhttp://sanlamprivatewealth.sanlam.com/mediacentre/media-category/media-releases/Sanlam Portrait Award Top 40 Exhibition En Route to DurbanSanlam Portrait Award Top 40 Exhibition En Route to DurbanSanlam Portrait Award Exhibition in Durban2016-02-02T22:00:00ZThis February Durban art enthusiasts can look forward to the arrival of the Sanlam Portrait Award Top 40 Exhibition to be hosted at the KwaZulu-Natal Society of Arts. GP0|#2d831847-5d1f-435a-969b-0adba123e9c2;L0|#02d831847-5d1f-435a-969b-0adba123e9c2|Media Releases;GTSet|#7d0e1231-21bf-4e31-84d6-36893b1df032;GPP|#6acee7b7-900a-438f-a8a0-172892c9cea8
Tax Structure and Growth Objective Should be Alignedhttp://sanlamprivatewealth.sanlam.com/mediacentre/media-category/economic-commentary/Tax Structure and Growth Objective Should be AlignedTax Structure and Growth Objective Should be AlignedTax Structure Will Impact Growth Outlook2015-02-18T22:00:00ZTax changes, guided by the recommendations of the Davis Tax Committee are likely to take centre stage when Minister Nene reads the National Budget on 25 February 2015.GP0|#a4cac408-7f01-41a6-a2ea-8c22938f373e;L0|#0a4cac408-7f01-41a6-a2ea-8c22938f373e|Economic Commentary;GTSet|#7d0e1231-21bf-4e31-84d6-36893b1df032;GPP|#6acee7b7-900a-438f-a8a0-172892c9cea8
Who to Taxhttp://sanlamprivatewealth.sanlam.com/mediacentre/media-category/economic-commentary/Who to TaxWho to TaxWho to Tax2015-02-17T22:00:00ZThis National Budget will be the first since 1994 that will require increased taxes to raise revenue structurally.GP0|#a4cac408-7f01-41a6-a2ea-8c22938f373e;L0|#0a4cac408-7f01-41a6-a2ea-8c22938f373e|Economic Commentary;GTSet|#7d0e1231-21bf-4e31-84d6-36893b1df032;GPP|#6acee7b7-900a-438f-a8a0-172892c9cea8
The Normalisation of Monetary Policyhttp://sanlamprivatewealth.sanlam.com/mediacentre/media-category/economic-commentary/The Normalisation of Monetary PolicyThe Normalisation of Monetary PolicyThe Normalisation of Monetary Policy2015-02-02T22:00:00ZThe normalisation of monetary policy is likely to be one of the major economic themes of 2015, although one should immediately acknowledge that not all central banks will join in.GP0|#a4cac408-7f01-41a6-a2ea-8c22938f373e;L0|#0a4cac408-7f01-41a6-a2ea-8c22938f373e|Economic Commentary;GTSet|#7d0e1231-21bf-4e31-84d6-36893b1df032;GPP|#6acee7b7-900a-438f-a8a0-172892c9cea8

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Sanlam Private
Wealth Global

Sanlam Private Wealth has a direct presence in 6 countries, Australia, South Africa, Switzerland, UK, Cayman Islands and Mauritius.


South Africa
Australia
Switzerland
United Kingdom
Cayman Islands
Mauritius

Sanlam Private
Wealth Global

Sanlam Private Wealth has a direct presence in 6 countries, Australia, South Africa, Switzerland, UK, Cayman Islands and Mauritius.


South Africa
Australia
Switzerland
United Kingdom
Cayman Islands
Mauritius

South Africa

Sanlam Private Wealth is based in 8 offices across the region, providing services to suit all your financial needs.

United Kingdom

Sanlam Private Wealth has holdings in several companies involved in financial services. Our vision is to be a leader in wealth management in the UK.

www.spi.sanlam.co.uk

Switzerland

Sanlam Private Wealth has a majority stake in Summit Trust International, a fiduciary and tax business servicing the needs of high net worth individuals around the world.

www.summittrustgroup.com

Australia

Sanlam Private Wealth has a stake in Calibre Investments, which delivers investment solutions to both private investors and corporate clients.

www.calibreinvest.com.au

Sanlam Life Insurance is a licensed financial service provider.
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