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Private Wealth Services

We provide a broad range of tailor-made solutions to suit all your financial needs.



Wealth Management ManagementNeed an investment partner to make the most of your personal wealth? Our personal wealth management advisers focus on creating wealth & building a long-term solution for our clients.Our wealth management teams work with you to create a financial plan that helps you make the most of your money., Wealth Management preview
Portfolio Management ManagementLooking for expert portfolio management through investment analysis that is proven to deliver? Contact the Sanlam Private Wealth investment portfolio specialists today.Whether you need income or capital growth, we have a range of portfolio structures to meet your needs., Portfolio Management preview
Stockbroking and Derivatives Trading and Derivatives TradingNeed advice from specialists on stock trading in South Africa? The Sanlam Private Wealth stockbroking team offers expert advice on the financial derivatives & commodities markets.As a client of Sanlam Private Wealth you have a full range of stockbroking and derivatives trading services at your fingertips., Stockbroking and Derivatives preview
Retirement Fund Management Fund ManagementOur selection of retirement annuity funds for South Africans offer a balanced investment tailored to your specific needs. Speak to us about our retirement investement management solutions today.Enjoy a comfortable retirement with our top solutions and personalised management., Retirement Fund Management preview
Fiduciary and Tax Services and Tax ServicesSanlam Private Wealth offers tax & fiduciary consulting services to maximise your personal wealth. Speak to our tax specialists for audits & advisory services to make the most of your income.As a high net worth individual your local and offshore tax and fiduciary needs can be complex. We provide expert advice., Fiduciary and Tax preview
Offshore Investments InvestmentsWe offer a personalised offshore investment strategies using our specialised international assets and UK-based investment team to offer our investors a selection of portfolios not available locally.Enjoy the diversification benefits of offshore investing with a personalised investment strategy., Offshore Investments preview
Credit some credit for additional investments? Sanlam Private Wealth offers credit solutions based on existing assets to further increase your capital requirements.Use the assets in the portfolio you have with us to get convenient, immediate access to credit., Credit preview
Online Trading with Sanlam iTrade Trading with Sanlam iTradeSanlam presents iTrade, our online share & stock trading platform for our Private Wealth clients in South Africa. Start your JSE online share trading account today.Manage your share portfolio and trade online., Online Trading preview
Shariah-compliant Investments InvestmentsSanlam Private Wealth offer Muslim investors a high-quality Shariah compliant investment solution with our Islamic banking & finance services. Contact your Private Wealth advisor today.Access a diversified portfolio of equities and a wide range of other investment instruments., Shariah-compliant preview
Art Advisory Service Advisory ServiceNeed some advise when buying art as an investment? Sanlam Private Wealth offers advisory services for those an interest in artand looking to make the most of their investments.Find out how art as an investment provides a natural hedge against inflation as a growth asset., Art Advisory Service preview

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