Wealth Management
What We Offer

Wealth Management

Our international cluster of specialist teams work with you and your wealth manager to create an integrated plan to achieve your goals, dreams and aspirations.

Taking a holistic view of your financial reality, aspirations and risk profile, we’ll develop a tailor-made and comprehensive investment plan for you, strategically combining different asset classes and geographies to achieve maximum returns. Your money doesn’t simply get pooled into a unit trust fund.

In addition to investments, specialised services such as fiduciary and tax solutions, trust services, estate planning, stockbroking, derivatives trading and credit lending are incorporated in the design of your wealth plan.

We can also leverage off the Sanlam Group’s vast investment capabilities to provide superior investment and wealth planning services.

As a Sanlam Private Wealth client, you enjoy:

  • Direct access to your personal wealth manager
  • Full reporting and transparency
  • Comprehensive monthly and quarterly reports
  • Quarterly meetings to discuss investment results
  • Ongoing review of selected investments and fund managers
  • Investment updates and information, accessible in real-time via the internet
  • Preferential treatment regarding share transactions and special issues
  • Advice regarding investment transactions.
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WHAT WE OFFER

Wealth Management

Our international cluster of specialist teams work with you and your wealth manager to create an integrated plan to achieve your goals, dreams and aspirations.

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Fiduciary and Tax

As a high net worth individual your local and offshore tax and fiduciary needs can be complex. We can assist you with structuring local and offshore trusts, international estate planning, exchange controls and tax matters across jurisdictions.

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Investment Management

We manage a comprehensive range of local and global equity-only or multi-asset portfolios, crafted to meet your needs. We also offer customised Shariah-compliant portfolios. In addition, we collaborate with third party providers to offer collective investments, private equity, hedge funds and structured products.

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Credit Lending

If you have an investment portfolio with us, you have the option of using your local and offshore equities to secure credit. The service is fast and flexible, and offered at highly competitive rates.

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Stockbroking and Derivatives Trading

We offer a range of institutional and retail equity and derivative trading services, including an online share trading platform should you prefer to self-manage your portfolio.

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