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 154,675people 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.

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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.

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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
Paul Hanratty

DIRECTORS
AND LEADERSHIP TEAM

MARK-MULLER

Mark holds BJuris LLB degrees from the University of Port Elizabeth and Post Graduate Diplomas in Insolvency and Business Rescue from the Universities of Pretoria and South Africa, respectively.

Mark is an admitted attorney and practiced as a director in a prominent law firm in South Africa. In 2011, he joined the management team of an international investment bank, based in Mauritius. Mark joined Sanlam Private Wealth in 2017.

FRANCOIS-BRUWER

Francois obtained a Bachelor of Commerce from the University of the Free State in South Africa. After completing his degree, he qualified as a Chartered Accountant.

Francois joined Sanlam in 1981 and is the Financial Director
of Sanlam Private Wealth South Africa.

GAEL-DUCHENNE

Gael qualified with the South African Institute of Chartered Secretaries in 2002 and holds a Masters degree in Corporate Governance from the London South Bank University.

Gael was a Company Secretary for FTSE100 companies and  headed the Risk and Compliance Division of an international investment bank, based in Mauritius.

Gael is an associate member of the Mauritius Institute of Directors.

RODERICK-PHILLIPS

Roderick received his BCom (Hons) and Post Graduate Diploma in Tax from the University of Cape Town. He qualified with the South African Institute of Chartered Accountants in
1997 and the ACCA in 1998.

After relocating to the United Kingdom in 1998 he was actively involved in start-up businesses before founding Quotient, an accounting services firm, in 2002. Roderick sold Quotient to the Sable group in 2010 and relocated to Mauritius in 2011.

CARL-ROOTHMAN

Carl is the CEO of the Sanlam Investment Group. Carl has held various senior roles at Sanlam including CEO of Sanlam Private Wealth, CEO of Sanlam Multi Manager and CEO of Sanlam Investment Retail. Previous roles include those of Managing Director in the Barclays Capital and Absa Capital divisions of Barclays PLC, and Head of Coverage for Absa Wealth and acting CEO for two years.

Carl started his career at Absa Bank in 1995 and was granted a two-year secondment to Absa Bank London. Returning to South Africa in 1999, he held various deal making and senior leadership roles with Citibank, Investec and RMB Private Bank where he gained extensive investment banking and wealth management experience. Carl holds an LLM in International Banking and Financial Law from Boston University (USA).

GLOBAL INVESTMENT TEAM

ANNE-GAELLE-CHARLETTE

Anne-Gaelle Charlette completed her B. Bus – Financial Risk Management degree, with high distinction, and a Diploma in Financial Services from Victoria University (Australia) as well as an Advanced Diploma in Financial Services from the Pinnacle Financial Services Academy (Australia).

Before joining Sanlam Private Wealth as Senior Wealth Adviser, Anne held various significant positions in the financial
services industry, including Head of Practice and Financial Adviser at a high-profile financial services company in Melbourne, Australia.

DAVID-LERCHE

David obtained a Bachelor of Business Science (Finance) from the University of Cape Town and a Higher Diploma in Accounting from the University of the Witwatersrand. After university, David qualified as a Chartered Accountant (SA). In 2013 he obtained the Chartered Financial Analyst (CFA) qualification.

David joined Sanlam Private Wealth in 2016 as Senior Investment Analyst. He has over 13 years’ experience in the investment industry. Before joining Sanlam Private Wealth, David worked as a sell-side analyst in institutional stockbroking, servicing large institutional investors in South Africa, the UK and beyond.

ALWYYN-VAN-DER-MEWE

Alwyn obtained his B.Com (Hons) and MBA degrees from the University of Stellenbosch.

Alwyn was appointed as Director of Investments for Sanlam Private Wealth in 2007. He has over 24 years’ investment industry experience and managed institutional and unit trust portfolios successfully for 14 years. Alwyn leads and chairs Sanlam Private Wealth’s formal investment committee.

STRATEGIC RELATIONS
AND OPERATIONS

Ketty

Ketty Adolphe is Sanlam Private Wealth’s Operations Manager. She obtained her BSc (Hons) Accounting and
Finance from Arden University, United Kingdom.

Before joining Sanlam Private Wealth, Ketty garnered 10 years’ experience in accounting and administration in
leading management companies in the offshore industry in Mauritius.

AMAURY-PITOT

Amaury Pitot is Sanlam Private Wealth’s Strategic Relations Manager. He completed his B.Econ (Hons) and Master of Commerce in Financial Markets degrees, with distinction, at
Rhodes University.