Whether you’re looking for a traditional investment strategy focused on equities, fixed income and cash, or a non-traditional approach incorporating hedge funds, real estate and commodities, we’ll customise a portfolio to suit your risk profile and ambitions.
As a client, you’ll benefit from our complete range of proprietary investment capabilities, together with a focused array of complementary services offered by select business partners.
Our investment approach is rooted in a solid base of research and insight, patience and wisdom, seeking superior returns over the long term and avoiding the distraction of quick and perhaps unsustainable wins. Our centralised investment process is thorough and diligent, allowing us to challenge the norm and ask the tough questions.
The global tax and fiduciary environment is ever-changing and complex. We can assist you with structuring local and offshore trusts, international estate planning, exchange controls and tax matters across jurisdictions.
Sanlam Private Wealth manages a comprehensive range of multi-asset (balanced) and equity portfolios across different risk categories. Depending on your profile and investment objectives, we’ll recommend the most suitable portfolio and customise it for your requirements.
If you have an investment portfolio with us, you have the option of using your local and offshore equities to secure finance. The service is fast and flexible and offered at highly competitive rates.
We offer a range of institutional and retail equity and derivative trading services, including an online share trading platform should you prefer to self-manage your portfolio.
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