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Advisory Solutions

Our service offering supports a wide range of clients 

  • High net worth individuals
  • Pension funds and corporations
  • Trusts and charities

We offer a wide selection of accounts, depending on individual requirements. Sanlam Private Wealth assists with the following: 

  • General investment accounts
  • Individual savings accounts (ISAs)
  • Self invested personal pensions (SIPPs)
  • Small self administered schemes (SSASs)
  • Onshore/offshore single premium life assurance bonds
  • Onshore/offshore general investment accounts

Why use our advisory services? 

  • One-to-one personal relationship with a dedicated investment professional
  • Delegation of the management of the whole or part of your portfolio
  • Active portfolio management to ensure your portfolio is constantly managed over time to meet your investment needs and risk
  • For clients who have longer term, strategic aspirations for the management of their wealth and want the stewardship of a professional, whilst having the final say before the execution of any investment or strategy
  • To enjoy the security associated with holding assets with a subsidiary of the Sanlam Group, a leading South African financial services business

What are the different services? 

What is advisory trading? 

  • Clients receive a one-to-one relationship with a dedicated investment professional
  • For clients who want freedom over the composition of their portfolio and wish to actively trade in the market with the guidance of a professional
  • The client ultimately retains control over the portfolio
  • It is aimed at clients who are experienced investors and who have market knowledge

What is advisory managed? 

  • For clients who have a longer term approach to the market but wish to have an input into creating their portfolio
  • We manage the portfolio to enable the client to have piece of mind over their investments
  • Actively managed portfolio keeping clients’ investment needs in line with market and risk profile
  • Portfolio is based on in-house asset allocation with external research included

What is execution only? 

  • A service provided by stockbrokers who buy and sell shares according to client instructions, without offering any advice or management
  • Clients gain access to over 25,000 tradable instruments in local and overseas markets, including  more illiquid stocks that may not be tradable online
  • Access to online valuations
  • Designated point of contact