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Your clients can pass on their money efficiently by investing in a portfolio of smaller companies that qualify for business relief.
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!).
Sanlam Investments is a specialist asset manager within the Sanlam Group. We manage over £5bn in an innovative range of equity, fixed income and multi-asset strategies.
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
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.
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.
Targeting attractively priced, high quality businesses.
Sanlam private office provides wealth management to high-net-worth individuals and families, including an investment advisory and financial planning services.
Choose from a range of award-winning funds backed by the extensive experience and resources of our investment teams.
Sanlam Senior Portfolio Manager Paul Stevens discusses how a charity’s investment policy statement can play an important role in managing your charity’s money effectively while demonstrating good governance.
Designed to provide long-term capital growth through exposure to one of the global economy’s  most important investment themes.

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