Sanlam Private Investments is a holistic, integrated wealth management business that provides advice and manages assets for high net worth private individuals and their families in South Africa, the UK, Western Europe and Australia. 400 people across 23 international offices manage R120bn in assets under management and administration for 30,000 clients. United in a deep commitment to client centricity, we pride ourselves on delivering a bespoke personalised service, tailored to meet the unique and specific needs of each individual client.
The cluster of specialist and complementary international businesses delivers a comprehensive and integrated suite of wealth management solutions including domestic and offshore investment portfolios, stockbroking, wealth management services, fiduciary and tax services and South Africa’s first specialist Art Advisory Service.
Sanlam Private Investments is a member of both the JSE Securities Exchange and Safex. Like our institutional counterpart, Sanlam Investment Management – a large investment house with about R320billion in assets under management – we’re part of the Sanlam Investments cluster. Our clients benefit from the investment skills, depth of systems and research practices of the other businesses that form part of this cluster.
Our journey to date
Sanlam Private Investments was formed in 1999 under the Gensec Private Clients brand. In 2001 it acquired the South African private client businesses of ABN Amro, formerly known as Huysamer Stals and, in 2002, Merrill Lynch Private Clients, formerly known as Smith Borkum Hare. The business re-branded to Sanlam Private Investments in 2002.
As an SPI client, you get: