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Services

Offshore Investments

We can help you structure a personalised offshore investment strategy.

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:

  • A tailored international portfolio
  • An international trading account
  • A portfolio of international mutual funds

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.

We Have Access to Some of the Best Asset Managers in the World

We have identified many unit trusts within the Sanlam Group and from other providers that we believe will provide you with solid outperformance over the medium to long term. We have excellent relationships with these fund managers, which gives us good insight into these funds. We can also offer you access to exchange-traded fund products that allows you to choose between active and passive investments, depending on your investment philosophy and approach to costs.

View the fact sheets of our offshore funds.

Our Partners

Sanlam Private Wealth UK

United Kingdom

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.

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Sanlam Securities UK

United Kingdom

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.

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Sanlam Private Wealth Australia

Australia

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.

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Summit Trust International

Switzerland

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.

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Other Affiliates

Sanlam International Investments

South Africa

This South African-based international investment management business partners with specialist owner-managed asset management companies across the globe.

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SIM Global

South Africa

SIM Global is a South African-based venture within Sanlam Investments that provides investment management services to individuals and institutions through several offshore funds.

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Pictet & Cie

Switzerland

This Geneva-based private bank specialises in asset and wealth management. It works with private clients and leading financial institutions from around the world.

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Centre Asset Management

USA

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.

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Would you like to know more about our offshore investment service?

Complete the form on the right and one of our
specialists will contact you.

Sanlam Life Insurance is a licensed financial service provider.
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