Working in partnership with Lighthouse
  • Clients can invest in Sanlam Private wealth's (SPW) discretionary portfolios, from £50,000.

  • SPW offers a diverse array of investment solutions, including access to the whole fund universe, unit trusts and individual stocks and shares.

  • Online valuations available.

  • Clients' assets can be held in a number of tax-efficient wrappers.

  • SPW can manage in-specie transfers of your clients' assets including in-specie ISA transfers where permitted by the transferring manager.

  • SPW will take into account unrealised CGT position when transferring your clients' portfolios.

  • We provide a choice of seven portfolios, ranging from low risk to high risk, and from Distribution Technology's risk profiles.
     

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The value of investments and any income from them can fall and you may get back less than you invested.