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Sanlam Private Wealth
Wealth Management,Asset Management
High net worth investors have unique goals, challenges, and ambitions and often require customized end-to-end solutions that go beyond conventional investment management. This includes investment portfolio construction, intergenerational wealth planning, and cross-geographical tax structuring.
Overview and Management
Establishment Year
1999
Mission
To craft bespoke portfolios tailored to individual risk profiles and investment objectives while ensuring maximum returns through a tailor-made investment plan.
Values
Transparency, flexibility, trust, and building long-term relationships with clients.
Investment Roles
Direct Investor,Intermediary
Participant Demographics
Focused on high net worth individuals across South Africa, the UK, Guernsey, and Mauritius.
Generational Wealth Planning
Offers intergenerational wealth planning services such as global estate planning, trust structuring, and legacy preservation.
Risk Tolerance
Customizes portfolios based on individual risk profiles, accommodating varying levels of risk tolerance.
References or Case Studies
Team Experience
Team members have extensive experience ranging from 10 to 28 years in investment management and fiduciary services.
Notable Achievements
AUM exceeding R189 billion and a strong record of long-term outperformance.
Project Track Record
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
Compliance History
Phone Number
+27 21 950-2770
Address
Cape Town South Africa