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Research

Service
Your clients can pass on their money efficiently by investing in a portfolio of smaller companies that qualify for business relief.
Insights
Register to join our upcoming virtual Adviser Insights event.
Insights
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
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 (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
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
Sanlam private office provides wealth management to high-net-worth individuals and families, including an investment advisory and financial planning services.
Service
Choose from a range of award-winning funds backed by the extensive experience and resources of our investment teams.
Service
Targeting attractively priced, high quality businesses.
Insights
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.
News
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.

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