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Provided by the South African National Department of Health
Investment
Management
Whether you’re looking for a traditional investment strategy focused on equities, fixed income and cash, or a non-traditional approach incorporating hedge funds, real estate and commodities, we’ll customise a portfolio to suit your risk profile and ambitions.
As a client, you’ll benefit from our complete range of proprietary investment capabilities, together with a focused array of complementary services offered by select business partners.
Our investment approach is rooted in a solid base of research and insight, patience and wisdom, seeking superior returns over the long term and avoiding the distraction of quick and perhaps unsustainable wins. Our centralised investment process is thorough and diligent, allowing us to challenge the norm and ask the tough questions.
My long-term objective is to grow my wealth to supplement my retirement capital and leave a legacy for generations to come.
I’m looking for long-term capital growth that will allow me to retire comfortably when the time comes.
While I need an income to cover my everyday living expenses, I also need my capital to continue to grow.
I want to diversify my risk by moving some of my wealth offshore.
I’m looking for an investment solution where Riba is avoided and the dividend is purified.
Contact Carl Schoeman, a wealth manager with more than 19 years’ experience, about a customised portfolio to deliver optimal growth and diversification across asset classes and jurisdictions.
Contact Niel Laubscher, an investment manager with more than 7 years’ experience, about a multi-asset (balanced) portfolio that complies with retirement fund investment limits and suits your personal circumstances and risk appetite.
Contact Riaan Gerber, an investment manager with more than 13 years’ experience, about a post-retirement solution crafted to your unique requirements.
Contact Greg Stothart, an investment manager with more than 13 years’ experience, about a stand-alone offshore portfolio or one that complements your South African investment portfolio.
Contact Suleman Khan, an investment manager with more than 9 years’ experience, about a Shariah-compliant solution that combines our investment expertise with the wisdom of an independent Shariah board comprising senior Ulama.
Sanlam Private Wealth manages a comprehensive range of multi-asset (balanced) and equity portfolios across different risk categories. Depending on your profile and investment objectives, we’ll recommend the most suitable portfolio and customise it for your requirements.
We have the expertise to design a personalised offshore investment strategy to help diversify your portfolio. You can use your personal offshore allowance to transfer your funds abroad, or you can make use of our asset swap capacity.
Sanlam Private Wealth’s range of multi-asset (balanced) portfolios complies with retirement fund investment limits and is designed to provide long-term growth so you can retire comfortably.
Our Shariah solution is provided only through equities and a limited core of acceptable financial instruments. These include stock (from companies that have passed a Shariah screening), exchange-traded funds (ETFs), compliant real estate investment trusts (REITs) and cash.
Your wealth plan is designed with you in mind. Your financial reality, aspirations and risk profile.
Carl Schoeman has spent 22 years in Investment Management.
Have a question for Carl?
