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.Read more
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Find out more about our bespoke products and services
Find out how our team of world-class investment professionals can craft a personalised offshore investment strategy to help diversify your portfolio.Find out more
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.Find out more
Fiduciary and Tax
As a high net worth individual your tax and fiduciary needs can be complex and hard to manage.Find out more
Local & Worldwide Portfolio Management
Enjoy maximum returns with expertly managed portfolios, crafted to meet your specific needs.Find out more
Interested in our other services? Read more on the Sanlam Private Wealth website