Investing outside South Africa enables you to benefit from opportunities that are not available locally and protects you from the risks of rand depreciation as well as political and economic risk. However, people invest offshore for different reasons. Your reasons are based on your financial circumstances, your dreams and plans for your future. We understand that meeting your goals is directly dependent on having an investment strategy that takes these personal factors into account. Our carefully chosen international partners can offer you:
To invest offshore with Sanlam Private Wealth, you can use your annual R10 million allowance, your additional annual R1m special allowance, our asset swap capacity, or transfer your existing funds abroad onto our platform.
View the fact sheets of our offshore funds.
Sanlam Private Wealth UK (rebranding to Sanlam Private Wealth imminently) provides integrated wealth management services to high net worth individuals and their families, trusts, charities and corporate clients. Working together, we have created a range of global equity portfolios suitable for South African investors.
Sanlam Securities UK provides stockbroking, corporate finance and investment banking services. The company has been listed on AIM, the London Stock Exchange's international market for growing companies for seven years, and provides clients with a global execution service.
Sanlam Private Wealth Australia delivers investment solutions to private investors and corporate clients. The two investment professional teams in Sydney and Melbourne have a unique understanding of South African investors and the Australian market.
Summit Trust International offers a seamless international fiduciary service, combining local and international activities. Our fiduciary and tax team in Johannesburg manages the South African clients, with international expertise and execution delivered by their Geneva-based colleagues.
This South African-based international investment management business partners with specialist owner-managed asset management companies across the globe.
SIM Global is a South African-based venture within Sanlam Investments that provides investment management services to individuals and institutions through several offshore funds.
This Geneva-based private bank specialises in asset and wealth management. It works with private clients and leading financial institutions from around the world.
This New York-based asset management business manages our Global Equity Fund. Centre Asset Management also manages and advises on over US $8.3 billion of assets through a range of international funds and segregated accounts.