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About Us

We are experts at personalised wealth management

 

 

Investment Processhttp://sanlamprivatewealth.sanlam.com/aboutus/Pages/investment-process.aspxInvestment ProcessOur investment process is based on extensive research and experience which has consistently provided fantastic returns for our Private Wealth clients.We follow a robust investment process based on extensive research. Although we constantly challenge the norm and ask the tough questions, our investment process is a cautious one.http://sanlamprivatewealth.sanlam.com/SPWBannerImages/Investment process_1920x226.jpg?RenditionID=5, Investment Process preview
Leadership Teamhttp://sanlamprivatewealth.sanlam.com/aboutus/leadershipteamLeadership TeamThe Sanlam Private Wealth leadership team is comprised of some of the leading financial experts in South Africa with proven track records in creating and preserving wealth.We lead our business with the power of experience, expertise and diversity. Our leaders include some of South Africa’s most sophisticated and experienced thinkers.http://sanlamprivatewealth.sanlam.com/SPWBannerImages/Leadership Team_1920x226.jpg?RenditionID=5, Leadership Team preview
Investment Teamhttp://sanlamprivatewealth.sanlam.com/aboutus/Pages/investment-team.aspxInvestment TeamMeet our team of expert investors strategically placed across South Africa. You can trust your wealth with our team to insure your financial future.We lead our business with the power of experience, expertise and diversity. We have a diverse and well-balanced team of investment professionals.http://sanlamprivatewealth.sanlam.com/SPWBannerImages/Investment Team_1920x226.jpg?RenditionID=5, Investment Team preview

Award Winning

Award Winning

In July 2016, Sanlam Private Wealth was named SA's top wealth manager for the third year running in Intellidex-Moneyweb’s Top Private Banks and Wealth Managers survey. Sanlam Private Wealth came first in the lump-sum investor, the up-and-coming professional and the successful entrepreneurs’ categories, while finishing third in the other two categories.

“Winning SA’s Top Wealth Manager Award once again is a welcomed signal that we are achieving our strategic objective of becoming the best wealth management firm in South Africa,” says Daniël Kriel, CEO of Sanlam Private Wealth.

Read the press release.

Client Charter

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.

About the Business

  • About 400 people across 23 international offices manage R240 billion in assets under management and administration for 30 000 clients.
  • Sanlam Private Wealth is a member of both the JSE Securities Exchange and Safex. Like our institutional counterpart, Sanlam Investment Management, we’re part of the Sanlam Investments cluster. Our clients benefit from the investment skills, depth of systems and research practices of the other businesses that form part of this cluster.
  • Sanlam Private Wealth was formed in 1999 under the Gensec Private Clients brand. In 2001 we acquired the South African private client businesses of ABN Amro, formerly known as Huysamer Stals and, in 2002, Merrill Lynch Private Clients, formerly known as Smith Borkum Hare. The business re-branded to Sanlam Private Investments in 2002 and recently to Sanlam Private Wealth.

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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