Our Products

As a private investment firm, we pride ourselves on the delivery of a specialised service, focused on the needs of the high net worth individual.

We offer you portfolios comprising one or more of the different asset classes, i.e. equities, property trusts, property loan stock companies, bonds and cash. Using our well-resourced equity research capability, we’ll allocate your funds to achieve an optimum mix and weighting of investment sectors, taking into account all relevant factors, chief among them your appetite for risk.

The portfolio managers manage a series of concentrated portfolios with different investment horizons and exposure to the equity market. Other products we offer include money broking, derivative structured products, retirement fund management, absolute return portfolios as well as stockbroking services.

On the International front, we are proud of our association with Pictet Bank of Geneva, Switzerland. Pictet is one of the world’s premier asset management and banking companies, with over $250 billion in assets under management and in their custody. More detail regarding our offshore offering can be found by clicking on the Offshore offering link below.

Sanlam Private Investments offers you your own solution, customised from a spread of products, including:

• Balanced Portfolios

• Equity Portfolios

• Shariah Compliant Investing

• Money Broking

• Offshore Offering

• Derivatives Trading and Guaranteed Investments

• Retirement Fund Management

• Stockbroking

• SPI Credit

• Cash Management
• Equity Unit Trust