With years of industry experience and expertise, they can advise you on where and how to invest your money, including giving advice on suitable asset classes, providers and products.
Taking a holistic view of your financial reality, aspirations and risk profile, the team will develop a tailor-made, integrated and comprehensive investment plan for you, strategically combining different asset classes to achieve maximum returns.
Working in partnership with our best-in-the-business portfolio managers, as well as our fiduciary and tax specialists, our wealth managers will ensure you meet your investment objectives by taking into account costs, tax implications, accessibility of your funds, transparency, liquidity, counter-party risks and consistency of returns.
We can also leverage off the Sanlam Group’s vast investment capabilities to provide superior investment and wealth planning services.
We follow an integrated process consisting of three interdependent components to provide a complete investment solution:
This process results in the crafting of a bespoke suite of wealth management solutions for you, locally and internationally.
As a Sanlam Private Wealth client, you enjoy:
To find out about our wealth management team, visit our investment team page.