Sanlam Private Wealth is for discerning, sophisticated private clients who share our tried-and-tested philosophy of following facts, not fads. Our clients and strategic business partners buy into our unique value proposition, which consists of:
We’ll design a plan according to your personal and financial landscape and your goals, dreams and aspirations. Your money won’t simply get pooled into a unit trust fund.
We take a holistic view and recommend solutions that may include, but are not restricted to, seeking out investment opportunities. In addition to investments, we offer a comprehensive range of specialised services, including wealth management, fiduciary and tax, credit lending, derivatives trading and stockbroking.
We have the infrastructure and values to work with financial advisers – and even with competitors in some instances – to offer you the solutions best suited to your needs.
You have direct access to the professionals who manage your portfolio instead of having to deal with a private banker, relationship manager or call centre. You can choose the extent to which you wish to participate in the day-to-day management of your affairs.
Our team of highly skilled specialists offers a robust combination of experience and youth to ensure we’re able to consistently deliver the long-term results our clients expect. More than 75% of our portfolio and wealth managers have been with Sanlam Private Wealth for five years or longer.
We build robust portfolios and manage them actively to deliver on our clients’ objectives. Our local and global equity and balanced portfolios have a strong record of outperformance over the long term.
Our international footprint offers you a wide investment perspective and choice of solutions. We have a direct presence in four countries – South Africa, the UK, Mauritius and Australia. We’re also expanding our offering on the African continent.
With the backing of the Sanlam Group, we’re financially solid and stable – Sanlam has been providing clients with investment expertise and advice for a century and has the largest non-banking financial services footprint on the African continent. Sanlam Private Wealth is a wholly-owned subsidiary of Sanlam Investments and has assets under management and advice of more than R248 billion.