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Sanlam Private Wealth

Investment Management

Reach your financial destination

 

People choose to invest with Sanlam for a variety of reasons. For many, the motivation is to create a secure financial future for themselves and their families. There are often specific points along their investment journey, such as generating funds for education, property or travel as well as providing for unexpected expenses at any stage of life.

Whatever your reasons for investing, we can help you reach your financial destination. Understanding what is important to you is at the heart of the portfolio we will build. That’s why the starting point is a discussion with one of our portfolio managers where you can tell us about your financial situation, priorities, life goals and attitude to risk.

Our sharp focus on meeting real-world objectives appeals to a wide range of investors from individuals and couples to large families with assets held in different structures, including pensions and trusts as well as settlements of all kinds. They are attracted to the combination of our investment skills and high standards of service.

Managing your portfolio

 

We believe in managing diversified portfolios that offer access to the broadest set of investment opportunities across all asset classes and global regions. Through an active approach, we are able to navigate the continuously changing conditions in the world economy and adapt to the shifting investment environment.

Sanlam has a strong investment culture with a clearly defined philosophy and process. When building your portfolio, we draw on the firm’s extensive resources and expertise, with experienced teams working across asset allocation, investment selection and risk management.

We don’t believe in gut feel or hunches and all investment decisions must be based on rigorous evidence-based research to give you peace of mind. Investing is more than just choosing the right companies, it’s also about paying the right price for them.

Planning your journey

 

What can you expect from Sanlam as an investor? In the first instance, a portfolio designed to meet your specific circumstances and objectives as well as a range of other issues – including how much growth you would like to achieve and your appetite for risk to meet any specific requirements, such as the need for a regular income. We can also incorporate ethical and socially responsible investing into portfolios.

We believe effective communication is important and aim to provide information about your investments that is timely and well-presented. Regular portfolio valuations are designed to be clear and transparent, and you can access your account online at any time.

Whether you are investing for the first time, looking for an alternative to your current investment manager or thinking about consolidating your existing investments, we would like to talk to you.

To find out how Sanlam can help you reach your investment destination, please contact your nearest office or email.

 

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.