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EXCELLENCE THROUGH
COLLABORATION
At Sanlam Private Wealth, our cross-disciplinary teams combine their different skill sets and expertise to custom-craft wealth solutions tailored to our clients’ individual requirements. The journey we undertake when crafting dynamic and lasting wealth has inspired a unique collaboration with three other masters of their craft – Zizipho Poswa, Mpho Vackier and Candice Lawrence – who have combined their skills using different materials and techniques to create a one-of-a-kind masterpiece.
Each customised wealth solution crafted by Sanlam Private Wealth consists of different parts that have been carefully selected, integrated and overlaid to achieve a client’s individual objectives and ambitions. This distinct approach to wealth creation and preservation involves experts across various disciplines who collaborate towards a shared vision.
Sanlam Private Wealth is more than a private client investment management company. The business is set up to manage individual clients’ wealth in its totality.
The first step in any wealth strategy is to decide on the most appropriate structure to house your assets. Our fiduciary and tax specialists advise on, construct and administer investment structures such as local and offshore trusts and companies, where appropriate.
They add further depth and dimension in the form of global tax structuring and estate planning. As part of an integrated wealth strategy, your portfolio manager will collaborate with our fiduciary and tax specialists to provide expert advice, structuring and administrative services that are tailored to your needs and circumstances.
Through our active investment management style, we continuously refine portfolios amid an ever-changing global landscape. This includes ongoing research and broadening of our access to different asset classes, for example, alternative assets such as private equity and private debt that have long been the domain of institutional investors only. Our equity-backed finance solutions offer quick access to capital by using your equity portfolio to secure finance or arrange a short-term guarantee.
Please speak to your portfolio manager if you’d like to find out more.
The journey that Sanlam Private Wealth undertakes when crafting dynamic and lasting wealth has manifested in the form of a larger-than-life installation that showcases the power of collaboration, connectedness and craftsmanship. It is the result of a unique collaboration between globally acclaimed artists Zizipho Poswa, Mpho Vackier and Candice Lawrence, who fused a combination of materials, skill sets and sustainable design to create a light-filled, multi-sensory installation.
Says Reginald Labuschagne, Head of Product and Strategy at Sanlam Private Wealth: ‘This clearly shows that when a team of artists collaborate with a common vision and a complementary skill set, it’s truly remarkable what they can create. At Sanlam Private Wealth, we take a similar approach when we build and preserve wealth for our clients, so they can live their financial dreams with confidence into the future.’
Read more about our brand story, and this one-of-a-kind collaboration, here.
Sanlam Private Wealth manages a comprehensive range of multi-asset (balanced) and equity portfolios across different risk categories.
Our team of world-class professionals can design a personalised offshore investment strategy to help diversify your portfolio.
Our customised Shariah portfolios combine our investment expertise with the wisdom of an independent Shariah board comprising senior Ulama.
We collaborate with third-party providers to offer collective investments, private equity, hedge funds and structured products.
We provide daily reporting of trades, monthly portfolio evaluations and annual tax reports to clients.
Riaan Gerber has spent 16 years in Investment Management.
Have a question for Riaan?
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Sanlam Private Wealth (Pty) Ltd, registration number 2000/023234/07, is a licensed Financial Services Provider (FSP 37473), a registered Credit Provider (NCRCP1867) and a member of the Johannesburg Stock Exchange (‘SPW’).
MANDATORY DISCLOSURE
All reasonable steps have been taken to ensure that the information on this website is accurate. The information does not constitute financial advice as contemplated in terms of FAIS. Professional financial advice should always be sought before making an investment decision.
INVESTMENT PORTFOLIOS
Participation in Sanlam Private Wealth Portfolios is a medium to long-term investment. The value of portfolios is subject to fluctuation and past performance is not a guide to future performance. Calculations are based on a lump sum investment with gross income reinvested on the ex-dividend date. The net of fee calculation assumes a 1.15% annual management charge and total trading costs of 1% (both inclusive of VAT) on the actual portfolio turnover. Actual investment performance will differ based on the fees applicable, the actual investment date and the date of reinvestment of income. A schedule of fees and maximum commissions is available upon request.
COLLECTIVE INVESTMENT SCHEMES
The Sanlam Group is a full member of the Association for Savings and Investment SA. Collective investment schemes are generally medium to long-term investments. Past performance is not a guide to future performance, and the value of investments / units / unit trusts may go down as well as up. A schedule of fees and charges and maximum commissions is available on request from the manager, Sanlam Collective Investments (RF) Pty Ltd, a registered and approved manager in collective investment schemes in securities (‘Manager’).
Collective investments are traded at ruling prices and can engage in borrowing and scrip lending. The manager does not provide any guarantee either with respect to the capital or the return of a portfolio. Collective investments are calculated on a net asset value basis, which is the total market value of all assets in a portfolio including any income accruals and less any deductible expenses such as audit fees, brokerage and service fees. Actual investment performance of a portfolio and an investor will differ depending on the initial fees applicable, the actual investment date, date of reinvestment of income and dividend withholding tax. Forward pricing is used.
The performance of portfolios depend on the underlying assets and variable market factors. Performance is based on NAV to NAV calculations with income reinvestments done on the ex-dividend date. Portfolios may invest in other unit trusts which levy their own fees and may result is a higher fee structure for Sanlam Private Wealth’s portfolios.
All portfolio options presented are approved collective investment schemes in terms of Collective Investment Schemes Control Act, No. 45 of 2002. Funds may from time to time invest in foreign countries and may have risks regarding liquidity, the repatriation of funds, political and macroeconomic situations, foreign exchange, tax, settlement, and the availability of information. The manager may close any portfolio to new investors in order to ensure efficient management according to applicable mandates.
The management of portfolios may be outsourced to financial services providers authorised in terms of FAIS.
TREATING CUSTOMERS FAIRLY (TCF)
As a business, Sanlam Private Wealth is committed to the principles of TCF, practicing a specific business philosophy that is based on client-centricity and treating customers fairly. Clients can be confident that TCF is central to what Sanlam Private Wealth does and can be reassured that Sanlam Private Wealth has a holistic wealth management product offering that is tailored to clients’ needs, and service that is of a professional standard.