ABOUT US
Sanlam Private Wealth is a valued member of the Sanlam Group (“the Group”). The Group offers diversified financial services and has been creating value for stakeholders since 1918 – for more than 100 years.
The Group employs approximately 154,675 people globally in 42 countries with a presence in 33 countries on the African continent, India, Malaysia and selected developed markets and is held together by a shared business philosophy that encapsulates an entrepreneurial culture, traditional values, innovation, strong ties with business partners, client-centricity, solution-orientated and business responsibility. Sanlam’s business philosophy is driven by the Group acting and behaving as “One Firm”.
The Group is committed to building a culture of client-centricity, where our Wealthsmiths™ support people in living their best possible lives through financial resilience and prosperity. Our strategy has remained largely unchanged since 2003 and our strategic intent of sustainable value creation for all key stakeholders remains firmly in place.
The Group provides comprehensive and tailored financial solutions to individual and institutional clients. The Group’s areas of expertise include life insurance, financial planning, retirement, trust, wills, general insurance, risk management, capital market activities, investment and wealth management.
Sanlam Limited, the Group’s ultimate holding company, is listed on the Johannesburg Stock Exchange and the Namibian Stock Exchange, with USD 143 billion assets under management.
OUR STORY
THE ART OF CRAFTMANSHIP
At Sanlam Private Wealth we celebrate the time-honed skills of craftsmen (renowned for their bespoke pieces) whose passion, dedication, hard-earned experience, superior skill and meticulous attention to detail can be likened to that of our seasoned wealth managers.
It’s this same relentless pursuit of producing creations that live long into the future that drives us when crafting custom wealth solutions to grow and preserve our clients’ wealth – now and for generations to come.
We know that our clients place a lot of value on personalisation and customisation, and this is why our experts focus on each client’s individual goals and aspirations to custom craft solutions that speak to clients’ unique needs.
AWARDS
AND RECOGNITION
2020
PAM awards – Investment performance: High Growth Portfolios’ awards; and Sanlam Global High Quality Fund – Investors Choice awards 2020 in the UCITS Equity Fund Long-term Performance category.
2019
PAM awards – Investment performance: High Growth Portfolios’ awards; and Sanlam Global High Quality Fund – FE Alpha Manager awards.
2018
Sanlam Strategic Bond Fund – Fund Manager of the Year Awards.
Sanlam Strategic Bond Fund – Fund Manager of the Year Awards;
Sanlam Multi-Strategy Fund – Fund Manager of the Year Awards;
Global High Quality Fund – Best Fund at the City of London Wealth Management Awards;
Sanlam Strategic Bond Fund: Bond GBP Three Years Performance – Thomson Lipper Awards;
Sanlam Global High Quality Fund: Long Only Equity Fund – Long-term Performance – Investors Choice;
High Net Worth Proposition: High Growth Portfolio Performance Award – Private Asset Managers;
Sanlam Strategic Bond Fund: Best Fund, Strategic Bond Fund – Financial Express;
Wealth Briefing European Awards – Fund Manager Winner; and
Wealth Briefing European Awards – Pensions Advisor of the Year.
2017
Sanlam Private Wealth’s Global High Quality Fund – City of London Wealth Management Awards (winner in the Best Fund category);
Sanlam Strategic Bond Fund – 5 star fund from Morningstar;
Sanlam received several Best Fund Awards at the 21st annual Raging Bull Awards Ceremony. The awarded Funds are:-
The Enhanced Yield Fund: Best South African Interest-bearing Short-term Fund;
The Small Cap Fund: Best South African Equity Mid- and Small-cap Fund; and
The SIIP India Opportunities Fund: Best Offshore Far East Equity General Fund.
Sanlam was included in the newly launched FTSE4Good Emerging Index and retained its position in the FTSE/JSE Top 40; and
Sanlam Private Wealth was named South Africa’s top Wealth Manager for the third consecutive year pursuant to the Intellidex – Moneyweb Top Private Banks and Wealth Managers survey.
2016
Sanlam FOUR Stable Global Equity Fund received the runner-up award in the Global Equity category at the 2016 CAMRADATA Asset View Awards.
Sanlam was built on a commitment to always do things right. This promise underpins our core values as well as our professional and ethical behavior. As a Group we have remained deeply committed to always doing what’s right for our stakeholders. This is the Sanlam Way of doing things, which I believe is what sets us apart.
PAUL HANRATTY, GROUP CHIEF EXECUTIVE OFFICER
