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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.
A personal wealth plan will be structured around your specific needs, objectives and circumstances. You’ll enjoy ownership of the assets in your portfolio, instead of buying into a large pooled product such as a unit trust fund. This allows for complete transparency and greater flexibility.
Specialised services such as the structuring, establishment and management of trusts, global estate planning, exchange controls and related tax matters across jurisdictions, equity-backed finance, stockbroking and derivatives can make your money work harder for you.
You have direct access to the investment professional who buys and sells your assets and manages your investments on a day-to-day basis. You won’t have to work through a private banker, relationship manager or call centre agent.
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 that our clients have come to 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 is a wholly-owned subsidiary of Sanlam Investments and 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.