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AIM IHT service
Your clients can pass on their money efficiently by investing in a portfolio of smaller companies that qualify for business relief.
Insights
Keep up to date with the latest developments in the global economy and financial markets through research articles and opinion pieces that help you have informed conversations with your clients.
Insights
The Generation Game
Exploring the changing attitudes to inheritance and the implications for the financial services industry. The wealth management industry is undergoing a period of significant and transformative change
Insights
In search of critical thinking
Behavioural economics teaches us that investors are often their own worst enemies via heuristics, biases and a general lack of control over their emotions. The instincts that worked in the plains of Africa 150,000 years ago do not work in financial markets and other aspects of modern life (like buying insurance!).
News
Global Partnership Family Offices and Sanlam UK reveal unprecedented insight report on wealth management industry
Global Partnership Family Offices (GPFO) and Sanlam UK have produced a report that explores how families are passing wealth to future generations and the issues which surround this.
Service
Investment Solutions
By outsourcing your investment decisions to Sanlam, you can benefit from our expertise and high standards of service, as well as a wide range of strategies.
Service
UK Equities
Targeting attractively priced, high quality businesses.
Service
Private office
Sanlam private office provides wealth management to high-net-worth individuals and families, including an investment advisory and financial planning services.
News
Sanlam Investments selects Sustainalytics’ ESG research and ratings to strengthen its investment research
Sanlam Investments today announced it has chosen Sustainalytics, a leading global provider of ESG research and ratings, to help enhance its investment capabilities in the UK and South Africa. Globally, there is an increased awareness of sustainable investing.
Insights
Investment research tips in a world of fake news
In a world where fake news threatens to supplant the truth, telling one from the other is becoming increasingly tricky. So how do investment analysts ensure the information they gather is accurate?
Service
Managed funds
Choose from a range of award-winning funds backed by the extensive experience and resources of our investment teams.

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