YOUR WEALTH,

OUR CRAFT

There’s something all masters of their craft have in common – dedication, skill, meticulous attention to detail, inspiration and perseverance. At Sanlam Private Wealth we apply the same principles when crafting customised solutions to deliver what is most important to our discerning clients – the growth and preservation of their wealth, now and for generations to come.

 

We bring developed services to a developing world – with assets under management by the Sanlam Group of USD 143 billion and a global footprint in 42 countries, we are large enough to offer a comprehensive and integrated suite of wealth management solutions. These include wealth management, portfolio management, employee benefits, online trading, fiduciary and tax services and equity-backed finance. Furthermore, in September 2021, Fitch affirmed Sanlam Limited’s rating as AA+, with a stable outlook.

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THE ART OF

CRAFTSMANSHIP

By applying traits and notions normally associated with artists, such as inspiration, innovation, hard-learned skills, a lifetime of experience, time and care – and even the guts to take calculated risks at times – our analysts and investment managers expertly blend a combination of different asset classes to satisfy each investor’s requirements.

OUR SERVICES

WEALTH MANAGEMENT

Our wealth management teams work with you
to create a customised and comprehensive investment plan that helps you make the most of your money.

PORTFOLIO MANAGEMENT

Whether you need income, capital growth or
protection of your capital, we have a wide range of portfolio structures to meet your needs.

EMPLOYEE BENEFITS

Discover our broad range of
customised employee benefits solutions.

SHORT-TERM INSURANCE

Sanlam Private Wealth’s affiliates within the Sanlam Group, Santam Limited and SGI, offer a diverse range of general insurance products and services.

ONLINE TRADING

Manage your share portfolio and

trade online with Sanlam iTrade.

FIDUCIARY SERVICES

As a high net worth individual your local
and offshore tax and fiduciary needs can be
complex. We provide expert advice.

EQUITY-BACKED FINANCE

Use the equity in the portfolio you have with us to
get convenient, immediate access to credit.

SANLAM'S GLOBAL FOOTPRINT

Developed Markets

Developed Markets

Emerging Markets

Emerging Markets