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Investments

Partner with one of Kenya’s most experienced investment teams to plan your business venture investments.

Sanlam offers institutional clients customised investment management solutions, structured to meet your investment objectives within given parameters.

All our team members are highly qualified and offer depth and breadth of experience in their areas of expertise. The team members interact, share ideas and engage in robust debate to enhance the quality of our investment decisions.

Treasury Management

This investment option is ideal for high net-worth clients seeking a convenient, low-risk, hassle-free cash management solution. Cash management provides competitive, specific and predictable returns on your investment and minimises risk. This in turn provides ease of access to your cash.

Cash management is available in both Kenya shilling and US dollar options.

Benefits are:

  • Above market average return
  • Predictable return
  • Liquidity of investment
  • Your investment has a dedicated segregated management account
  • Your funds are available within a one- to three-month period on submission of your request
  • All clients’ assets are safely secured under a custody account
  • All interest accrued up to the point of withdrawal is paid to the client
  • There are no penalties for withdrawals*
*Terms and conditions apply

Segregated Portfolios

The segregated client account is invested directly in individual securities as opposed to pooled funds. As an individual your investment is customised to suit your special areas of investment interest, be it debt instruments, shares, money market instruments, offshore investments or a portfolio of all of these instruments. Segregated accounts have different privileges and requirements. Our portfolio managers create investment models that best suit your investments.

Pooled Portfolios

For our pooled portfolios we draw in funds from numerous investors and combine them for the purpose of investment. As an investor in a pooled portfolio you benefit from the economies of scale, saving on costs of investments because of higher value of investments made, which ensures that you maximise your investment return.

Sanlam Life Insurance is a licensed financial service provider.
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