PORTFOLIO

MANAGEMENT

When an artist creates a one-of-a-kind piece, he does so with careful planning, deliberation and inspiration. By applying these same principles, we are able to offer a variety of innovative portfolios and up-to-date solutions suited to your unique needs – whether you require income from your investments, are looking to achieve capital growth or seeking to protect your capital.

These options include our own top ranking 5 Star Mutual Funds, Exchange Traded Funds, Hedge Funds, Funds of Hedge Funds, Fixed Income Securities, Wrap Products, Capital Guaranteed Structured Products, Treasury Solutions and Credit Linked Notes.

Sanlam Private Wealth Mauritius offers the following portfolio management solutions:

  • Discretionary Portfolio Management allows you to assure the management of your portfolio to our experienced management team;
  • Advisory Services provides you with updated recommendations and current trends in the capital markets; and
  • Execution Services allows you to trade in all international markets, commodities and forex through our sophisticated and easy to use trading platform Sanlam iTrade.
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