Our continuing success would not be possible without the continued support of our clients. Now more than ever, it is important that we work closely together to make the most of your wealth. We will continue to do so through upholding our Client Charter, which we are proud to share with you. Our promise to you is that we will deliver exceptional service at all times.
You come first.
We are committed to building a one-on-one relationship with you, because you are at the heart of everything we do.
We are serious.
We are dedicated to treating the wealth you entrust to us with the care and attention it deserves.
We are innovative.
We are constantly looking for new ways to protect and grow your wealth.
We follow facts, not fads.
We are rooted in our investment philosophy and process, and do not follow financial fads.
We are the best we can be.
We are grounded in a traditional set of values and work ethic; it’s what keeps us relevant.
We take responsibility.
We take full responsibility for the actions and conduct of our employees. We commit to adhering to legislation, following industry regulations and providing ongoing employee training.
We provide great service, from great people.
Our people are experienced, friendly and efficient – they offer excellent service and communicate clearly and openly.
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