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Why Choose Us?
High net worth investors typically choose us for our expertise, performance and personal touch – and because they value the benefits of a customised investment solution in growing and preserving their wealth, now and for generations to come.
We build robust portfolios and manage them actively to deliver on our clients’ objectives. Our local and global equity and multi-asset portfolios have a strong record of outperformance over the long term.
In addition to investments, our holistic offering includes a comprehensive range of specialised services, including wealth management, fiduciary and tax, equity-backed finance, derivatives trading and stockbroking.
Our team of highly skilled specialists offers a robust combination of experience and youth to ensure we’re able to consistently deliver the long-term results our clients expect.
Our international footprint offers you a wide investment perspective and choice of solutions. We have a direct presence in South Africa, the UK and Mauritius. We’re also expanding our offering on the African continent.
You have direct access to the professionals who manage your portfolio instead of having to deal with a private banker, relationship manager or call centre. You can choose the extent to which you wish to participate in the day-to-day management of your affairs.
With the backing of the Sanlam Group, we’re financially solid and stable. Sanlam Private Wealth, a wholly-owned subsidiary of Sanlam Investments, has assets under management and administration of more than R151 billion.
We have experts near you ready to share their deep expertise in their chosen field.