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 103,000 people globally in 54 countries including 33 in Africa, India, Malaysia, Philippines, the United Kingdom, Ireland, the United States of America, Switzerland and Australia 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 13 billion market cap and USD 104 billion assets under management.

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BECOME A CLIENT

OUR STORY
AGAIN & AGAIN – INSPIRATION AND EXCELLENCE IN PERPETUITY

Inspired by Sanlam’s vast collection of art, we wanted to explore a theme close to our hearts – the continuous creation of dynamic, lasting value and wealth for our clients.

The same powerful instincts that drive artists to create something meaningful and of value that lasts for generations to come, is what drives us to do the same for our clients, by crafting custom solutions that grow and preserve wealth.

In order to demonstrate and bring to life our promise to our clients: “Your wealth. Our craft”, we embarked on a journey titled “Again & Again – Inspiration and Excellence in Perpetuity”.

We selected an art piece from the Sanlam Art Collection to take on a journey into the future, by asking a new generation of creatives to reimagine the artwork.

Ndikhumbule Ngqinambi’s artwork, “A Walk of Numbers”, the first piece selected to be reimagined by five young and upcoming artists, is the perfect embodiment of this ideal. It expresses something potently universal: the human journey.

Our very own Mauritian street artist and illustrator, Evan Sohun, was one of the talented artists selected to take on this important task.

To learn more about this journey, visit www.againandagain.co.za

AWARDS AND RECOGNITION

2019

  • PAM awards – Investment performance: High Growth Portfolios’ awards; and
  • Salam 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.

IAN KIRK, GROUP CHIEF EXECUTIVE OFFICER

DIRECTORS AND LEADERSHIP TEAM

Shane holds BSc. Agric. Econ. and Econ (Hons) from the University of Stellenbosch.

Shane has been a director of Sanlam Private Wealth since 2012 and is the Managing Director of Sanlam Private Wealth (Africa). His previous roles include Director Branch Operations for Sanlam Private Wealth and the Chief Executive Officer of Distribution: Sanlam Investments.

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.

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 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.

INVESTMENT TEAM

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.

Amaury Pitot is an Associate Wealth Adviser and completed his B.Econ (Hons) and Master of Commerce in Financial Markets degrees, with distinction, at Rhodes University.

OPERATIONS

Francesca Merlo is Sanlam Private Wealth’s Operations and Lending Officer. She completed her B.Com (Finance and Management) at the University of Western Australia and holds a Master of Science in Real Estate degree from Cass Business School – City University of London.

Prior to joining Sanlam Private Wealth, Francesca garnered experience in operations, compliance and lending at an international investment bank.