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 104 billion and a global footprint in 54 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 June 2018, Fitch affirmed Sanlam Limited’s rating as AA-, with a stable outlook.

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    OUR SERVICES

    Wealth Management

    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.

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    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.

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    EMPLOYEE
    BENEFITS

    Discover our broad range of customised employee benefits solutions.

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    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.

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    ONLINE
    TRADING

    Manage your share portfolio and trade online with Sanlam iTrade.

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    FIDUCIARY SERVICES

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

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    Equity Backed Finance

    EQUITY-BACKED
    FINANCE

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

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    SANLAM’S GLOBAL FOOTPRINT

     Developed Markets

     Emerging Markets

    Contact Private Wealth

    • +230 266 6800
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