Company growth
Sanlam Private Investments was formed in 1999 under the brand Gensec Private Clients. 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. In line with SIM, it re-branded to Sanlam Private Investments in 2002.
Today, we’re a specialised investment house that manages assets for affluent private individuals, cultural organisations, charitable institutions and similar entities with investable assets of more than R1 million. We have the necessary capabilities and systems to provide a wide range of investment services, including domestic and offshore investment portfolios, stockbroking and allied services. We’re a member of both the JSE Securities Exchange and Safex.
We currently have R50 billion worth of assets under management. Whilst this places us in the big league of investment managers, we never lose touch with our clients’ specific demands and investment objectives.
Like our institutional counterpart, Sanlam Investment Management – a large investment house with about R240 billion in assets under management – we’re part of the Sanlam investment cluster. It stands to reason that our clients benefit from the investment skills, depth of systems and research practices of the other businesses that form part of this cluster.
As a private investment manager we pride ourselves on delivering a specialised service, tailored towards the high net worth private client.
As a SPI client, you get:
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direct access to your portfolio manager;
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comprehensive monthly and quarterly reports;
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quarterly meetings to discuss the investment results;
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investment updates and information, instantly accessible via the internet;
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preferential treatment regarding share transactions and special issues; and
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advice regarding investment transactions.
Our values
As part of the wider Sanlam Group, we’re committed to acting with integrity, accountability and respect in everything we do and strive for. Sanlam Private Investments is about Passion | Innovation | Transparency.
Passion
Not only are we passionate about the markets; we’re moving consciously towards being a client-centric organisation. This is why, in all our interactions with our clients, passion is a key ingredient.
Innovation
At SPI, we’re driven to be innovators, and it shows in the way we approach our products, our clients and the market. We’re always at the forefront in developing new products and services, partly because we encourage all our employees to tap into their entrepreneurial talents.
Transparency
In order to protect the interests of our clients, we’re transparent in all our actions, dealings and interactions. That goes equally for you, our client, our business associates and our other stakeholders. We adhere at all times to the rules of the FSB and JSE, as well as to other applicable legislation and codes of conduct.
As part of the Sanlam Group, SPI supports and believes in the core values of the Group:
Grow shareholder value through innovation and superior performance
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Lead with courage
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Serve with pride
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Care because we respect others; and
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Act with integrity and accountability
These values don’t just hang on a wall at our offices; they determine how we live our working lives. They teach us to think on our feet. They make us challenge ourselves, the conventions of the industry, and the expected. They make us leaders – a benchmark for others to follow. Our values help us to become the kind of people you want to do business with.
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