About Sanlam Private Wealth
About Sanlam Private Wealth

Bespoke Products and Services

We believe in treating your wealth with the respect and attention it deserves.

We offer a wide range of bespoke financial services and products, including wealth management, local and global portfolio management, offshore investments, stockbroking as well as fiduciary and tax services. Behind each offerings there is a specialised and experienced team, ready to formulate a financial plan to suit your individual needs and objectives.

We strive always to grow and maintain strong long-term relationships with all of our clients. Our strong investment performance pays testimony to this commitment, and we are proud to have been voted the top wealth management company in South Africa, three years in a row – in 2014, 2015 and 2016 – Annual Intellidex – Moneyweb annual survey.

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Offshore Investments

Find out how our team of world-class investment professionals can craft a personalised offshore investment strategy to help diversify your portfolio.

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Whether you want to obtain credit to purchase a property, buy a car or fund a business venture, we use the assets in your current portfolio as security to provide you with immediate access to capital.

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Fiduciary and Tax

As a high net worth individual your tax and fiduciary needs can be complex and hard to manage.

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Local & Worldwide Portfolio Management

Enjoy maximum returns with expertly managed portfolios, crafted to meet your specific needs.

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Interested in our other services? Read more on the Sanlam Private Wealth website