We aim to redefine how wealth is invested and managed in the UK. We know that most people invest their money to meet a real-life goal – whether that’s building a pension pot big enough to maintain their standard of living in later life or saving for something specific, like a wedding, a deposit for a home or the holiday of a lifetime. Whatever your reasons, we’ll work with you to define your destination and then put in place a plan to get you there.
Individuals, couples and families
No two clients are the same. Some are busy professionals, families, senior executives, grandparents and those just starting out in life. But they do share one distinct feature – they all invest for the future and have personal financial goals in mind.
Whatever your ambitions, we’ll craft an approach to managing your money that is right for you. Our expert teams combine financial planning and investment management services to meet your needs both today and into the future.
Advisers come to Sanlam for our innovative products and services, outsourced investment solutions and a forward-thinking approach to managing your wealth. We help advisers tackle complex investment decisions and remove some of the day-to-day regulatory pressures, allowing them to spend more time with you. Everything we do is delivered in partnership with your adviser, giving you the best of both worlds.
We help charities manage their financial resources efficiently through our investment management services. We engage with them in other ways, from training a new generation of trustees to advising philanthropists on how to give wisely. On a personal level, many of us volunteer our time while others are trustees on charity boards.
As a specialist provider of employee benefits, Sanlam supports companies of all sizes, from small family-run firms to global household names. We manage a streamlined service that integrates seamlessly with your existing HR and payroll functions.
Sanlam in the community
Sanlam has a proud history of supporting our communities and some of us work as trustees on charity boards. We run a range of initiatives, including Donate a Day, which gives our people time off to volunteer for a local organisation or cause. We are also a founder member of CASCAID, an asset management industry initiative to raise money for Cancer Research UK and Great Ormond Street Hospital.
We actively support organisations of all sizes. This includes our role as a corporate member of the Royal Academy of Arts, which provides our clients with access to a series of exclusive viewings and events.