As a niche business, we’re able to add that personal touch, taking the time to build strong and meaningful one-on-one relationships with our clients. This means we can deliver a highly personalised service, and develop wealth and portfolio plans tailored to meet the unique and specific needs of each individual client.
We’ve been around the block and we’ve learnt a thing or two. Our best-in-the-business wealth and portfolio management team has been steering our clients’ investments through the challenges and opportunities of global and local political and economic turbulence since 1999. In the process, we’ve earned a track record that speaks for itself.
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Sanlam Private Wealth has a direct presence in 6 countries, Australia, South Africa, Switzerland, UK, Cayman Islands and Mauritius.
Sanlam Private Wealth is based in 8 offices across the region, providing services to suit all your financial needs.
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
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
Formerly known as Calibre Investments, the business rebranded on July 2015 to Sanlam Private Wealth. Sanlam Private Wealth, its parent company, bought a stake in Calibre Investments in 2010.sanlamprivatewealth.com.au