Sanlam Private Wealth’s tried-and-tested investment philosophy, coupled with our expertise and extensive experience, ensures we can deliver what counts.

Proven Performance

We build robust portfolios and manage them actively to deliver on our clients’ objectives. Our local and global equity and balanced portfolios have a strong record of outperformance over the long term.

More Than Investments

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.

Demonstrated Expertise

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. More than 75% of our portfolio and wealth managers have been with Sanlam Private Wealth for five years or longer.

Global Reach

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.

Personal Relationships

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.

Stability and Dependability

With the backing of the Sanlam Group, we’re financially solid and stable. Sanlam has been providing clients with investment expertise and advice for over a century and has the largest non-banking financial services footprint on the African continent. Sanlam Private Wealth, a wholly-owned subsidiary of Sanlam Investments, has assets under management and administration of more than R151 billion.

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The Leadership Team

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