Your Wealth. Our Craft.
Sanlam Private Wealth crafts bespoke wealth and portfolio management solutions to deliver what is most important to our discerning clients: the growth and preservation of their wealth.
With assets under management of approximately USD19 billion and a global footprint in 6 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 service, credit and art advisory service.
One-on-one relationships with our clients
As a niche business, we are able to add that personal touch, taking the time to build strong and meaningful one-on-one relationships with our clients. This means we can deliver a highly personalised service and develop wealth and portfolio plans tailored to meet the unique and specific needs of each client.
We have been around the block and we have learnt a thing or two. Our best-in-the-business wealth and portfolio management team has been steering our clients’ investments through the challenges and opportunities of global and local political and economic turbulence since 1999. In the process, we have earned a track record which speaks for itself.
Our Services
Wealth Management
Our wealth management teams work with you to create a financial plan that helps you make the most of your money and assist you in defining a specialized investment strategy.
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.
Short-term Insurance
Sanlam Private Wealth’s affiliates within the Sanlam Group, Santam Limited and Saham Finances S.A., offer a diverse range of general insurance products and services.
Fiduciary and Tax Services
As a high net worth individual your local and offshore tax and fiduciary needs can be complex. We provide expert advice.
Credit
Use the assets in the portfolio you have with us to get convenient, immediate access to credit.
Art Advisory Service
Find out how art as an investment provides a natural hedge against inflation as a growth asset.
Sanlam’s Global Footprint
Developed Markets
Emerging Markets
Contact Private Wealth
- +230 266 6800
- Email Us