There’s something all masters of their craft have in common – dedication, skill, meticulous attention to detail, inspiration and perseverance. At Sanlam Private Wealth, we apply these exact principles when crafting customised private client solutions to grow and preserve wealth – now and for generations to come.
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We manage a comprehensive range of local and global equity-only or multi-asset portfolios, crafted to meet your needs. We also offer customised Shariah-compliant portfolios. In addition, we collaborate with third party providers to offer collective investments, private equity, hedge funds and structured products.
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As a high net worth individual your local and offshore tax and fiduciary needs can be complex. We can assist you with structuring local and offshore trusts, international estate planning, exchange controls and tax matters across jurisdictions.
Our international cluster of specialist teams work with you and your wealth manager to create an integrated plan to achieve your goals, dreams and aspirations.
If you have an investment portfolio with us, you have the option of using your local and offshore equities to secure credit. 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.
Sanlam Private Wealth has a direct presence in four countries – South Africa, the UK, Mauritius and Australia. We’re also expanding our offering on the African continent.