Your wealth. Our craft. There’s something all masters of their craft have in common – dedication, skill, meticulous attention to detail, inspiration and perseverance. At Sanlam Private Wealth, we apply these exact same principles when crafting customised private client solutions to grow and preserve wealth – now and for generations to come.

WHY CHOOSE US?

ABOUT OUR BUSINESS

YOUR OWN WEALTH PLAN. We’ll design a plan according to your personal and financial

landscape and your goals, dreams and aspirations. Your money won’t simply get pooled into a unit trust

fund.

MORE THAN INVESTMENTS. We take a holistic view and recommend solutions that may include,

but are not restricted to, seeking out investment opportunities. In addition to investments, we offer a

comprehensive range of specialised services, including wealth management, fiduciary and tax, credit

lending, derivatives trading and stockbroking.

COLLABORATING TO YOUR BENEFIT. We have the infrastructure and values to work with

financial advisers – and even with competitors in some instances – to offer you the solutions best suited

to your needs.

PERSONAL RELATIONSHIPS. You have direct access to the professionals who manage your

portfolio instead of having to deal with a private banker, relationship manager or call centre. You can choose

the extent to which you wish to participate in the day-to-day management of your affairs.

EXPERTISE AND EXPERIENCE. Our team of highly skilled specialists offers a robust combination

of experience and youth to ensure we’re able to consistently deliver the long-term results our clients expect.

More than 75% of our portfolio and wealth managers have been with Sanlam Private Wealth for five years or

longer.

PERFORMANCE. We build robust portfolios and manage them actively to deliver to our clients’

objectives. Our local and global equity and balanced portfolios have a strong record of outperformance over

the long term.

GLOBAL REACH. Our international footprint offers you a wide investment perspective and choice of

solutions. We have a direct presence in four countries – South Africa, the UK, Mauritius and Australia. We’re

also expanding our offering on the African continent.

T 021 950 2770 / E clientcare@privatewealth.sanlam.co.zaFarm 1, Vineyards Office Estate, 99 Jip de Jager Drive, Welgemoed 7530

Sanlam Private Wealth (Pty) Ltd, registration number 2000/023234/07, is a member of the Johannesburg Stock Exchange, a licensed Financial Services Provider (FSP 37473) and a Registered Credit Provider (NCRCP1867). The value of investments is subject to fluctuation and past performance is not necessarily

a guide to future performance.

WHAT WE OFFER

WEALTH MANAGEMENT: By taking a holistic view of your personal and financial landscape, we can design and implement

a comprehensive, integrated plan to achieve your goals, dreams and aspirations.

FIDUCIARY AND TAX: We can assist you with structuring local and offshore trusts, international estate planning, exchange

controls and tax matters across jurisdictions.

INVESTMENT MANAGEMENT: We offer a broad range of investment services:

CREDIT LENDING: If you have an investment portfolio with us, you have the option of using your equity portfolio to secure

credit or arrange a short-term guarantee. The service is fast and flexible, and offered at highly competitive rates.

STOCKBROKING AND DERIVATIVES TRADING: We offer a range of institutional and retail equity and derivative

trading services, including an online share trading platform should you prefer to self-manage your portfolio. Our institutional

services include market making for exchange traded funds (ETFs) and direct market access (DMA) trading for third party managers.

DISCRETIONARY INVESTMENT MANAGEMENT: We manage a comprehensive range of

balanced (multi-asset) and equity portfolios across different risk categories. Depending on your profile, we’ll

select the most suitable portfolio and customise it for your requirements.

INVESTING OFFSHORE: You can use your personal offshore allowances to transfer your funds

abroad, or you can make use of our asset swap capability.

SHARIAH-COMPLIANT INVESTMENTS: Our customised Shariah portfolios combine our

investment expertise with the wisdom and respect of an independent Shariah board comprising senior

Ulama. Riba is avoided and the dividend is purified.

OUTSOURCED INVESTMENT SERVICES: We collaborate with third-party providers to offer

collective investments, private equity, hedge funds and structured products.