/ Welcome to Sanlam Private Wealth Nothing is more important to us than our relationship with you. You can be sure that we will give the product of your life s work the respect and attention it deserves. We believe in creating meaningful long-term partnerships and our excellent client relationships attest to the fact that we always keep our commitment to our clients. We work as though you are our only client, tirelessly dedicated to making the most of every rand you entrust to us. That s what makes us Wealthsmiths. Daniël Kriel, Chief Executive Officer What we do As your financial partner we can steward and manage your assets with a true understanding of their importance to you, and what went into earning them.
Artist: Selwin Pekeur (1957 ) Self-Portrait with Madiba, oil on canvas.
/ Our suite of solutions It all starts with you. With your needs and those of your business and your family. Your personal portfolio or wealth manager will follow a methodical and thorough approach to understanding these needs, and will then work with you to craft a personal investment plan that draws on the wide variety of expertise and offerings housed within our stable. Artist: Frans David Oerder (1867 1944) Still life of flowers in a copper drum, oil on canvas. Wealth management Taking a holistic view of your financial reality, aspirations and risk profile, we will work with you to develop an individually tailored, integrated investment solution. When considering your personalised solution, we ll take into account costs, tax implications, accessibility, transparency, liquidity, counter-party risks and consistency of returns. Portfolio management We provide a wide range of portfolios, including bespoke equity-only or balanced portfolios. Whether you choose for shares to be managed on your behalf (discretionary) or if you would prefer for shares to be traded on your instructions alone (non-discretionary), there is a portfolio to suit you. We also have a shariah-compliant portfolio and a number of retirement options available. Stockbroking As a licensed independent stockbroker, and member of the JSE and Safex, we offer you the full spectrum of stockbroking services, including global execution services, buy and sell orders, and the trading and diversification of share options. Online share trading is available through our Sanlam itrade solution. Offshore investments You think and operate globally and you expect the same of your private wealth partner. Our range of international investment solutions offers you access to a global market with the comprehensive local support of a top South African partner.
Artist: Irma Stern (1894 1966) Nude study, oil on canvas. Fiduciary and tax services With ever-shifting legislation and the nature of comprehensive investment portfolios, tax and fiduciary needs can become complex very quickly. Our team will provide you with the much needed assistance and advice on trusts, estate planning and structuring, wills and executorship needs. We are also able to offer integrated advice for both local and offshore matters. Art advisory service If you are seeking advice on art as a potential investment, we can assist you with the right information on buying, insuring, managing and selling art, and guidance on art s role in estate planning and tax-efficient solutions. Credit Immediate access to capital can be onerous and time-consuming. We offer you the option of using your assets to obtain credit without going through the administratively complex process of applying at a bank or other lending institution.
/ How we do it New investments are made where the market price is below our intrinsic value of the company. These businesses have proven management, are financially sound, and have good fundamentals. Sometimes the right thing to do is not the popular decision just the sensible one. Alwyn van der Merwe, Director of Investments Our investment approach We never change for the sake of it We re a forward-thinking company, and while we continuously strive to innovate, our many years of experience have taught us to be instinctively sceptical of the next big thing. After all, when it comes to shortcuts, there aren t any that don t cut you short. Instead, we closely and constantly monitor new investment thinking to ensure we offer you only the right solutions, not the trendy ones. We are solid and sensible Research tells us that long-term prudence is more effective than short-term spikes. Our investment team uses model portfolios to monitor and manage performance across a variety of investment permutations, and to measure the effectiveness of our investment philosophy. We do what we do exceptionally well Doing just enough is seldom enough. With insight and information at the very heart of how we do business, we drive a disciplined and rigorous in-house approach to research. Apart from relying on their years of combined experience, our investment committee taps into numerous sources of information and analyses, making investment decisions that have your best interests in mind. Our approach is methodical and thorough, with daily and weekly reporting and debates built into the process. We take our client relationships seriously Our clients are not only important to us, they are at the core of our business. We understand that each and every one of you has a unique outlook on the future and a different approach to growing your wealth. We always take you into account as an individual, looking after your assets properly and giving you the reassurance that we are solid, reliable and with you for the long run.
We believe you should invest with your head and never your heart, but that your heart must always be in it. Martin Schmulian, Director Our global reach With more than 400 people across 23 international offices, our global footprint offers you a wide investment perspective and choice of solutions. South Africa Australia Switzerland United Kingdom Cayman Islands Mauritius Our track record Our recent success Formed in 1999, and with the nearly 100-year history of the Sanlam brand behind us, our business has grown substantially since its formation. In 2014 and 2015, Sanlam Private Wealth was ranked as South Africa s top wealth manager. These awards review and rate all leading private wealth banks and managers in South Africa, and taking the top spot for the second year running is a great honour for us.
We look forward to building a lasting relationship with you. Do not hesitate to contact us with your questions, queries or comments. We would love to hear from you. Contact us Corporate office T 021 950 2770 E clientcare@privatewealth.sanlam.co.za W www.privatewealth.sanlam.co.za Claremont T 021 672 1888 Durban T 031 560 3600 George T 044 805 5900 Johannesburg T 011 778 6600 Knysna T 044 382 7727 Pretoria T 012 470 0622 Stellenbosch T 021 861 3700 Tyger Valley T 021 950 2300 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). If you have any doubt whether any of these services are suitable for you, or if you would like further information, please consult your financial adviser or contact Sanlam Private Wealth for advice. The value of investments is subject to fluctuation and past performance is not necessarily a guide to future performance. www.privatewealth.sanlam.co.za Sanlam Private Wealth @SanlamPW