Sanlam UK is a leading provider of high-quality investment management and wealth planning services. Our parent Sanlam Limited was founded in 1918 and is a diversified financial services group with more than 17,000 employees worldwide providing solutions to private clients, charities, institutions in investment management, risk management, capital markets, finance and insurance. Sanlam Limited is listed on the Johannesburg Stock Exchange since 1998 with USD104 billion AUM.
Sanlam provides integrated wealth management solutions for high net worth individuals and their families, trusts, charities and corporates. We deliver a comprehensive suite of financial services including domestic and offshore investment portfolios, stockbroking, investment advisory services, and tax services. We are committed to putting our clients first and pride ourselves on delivering a bespoke personalised service, tailored to meet the unique and specific needs of each individual client.
In this uncertain economic and political environment an individual’s financial needs and priorities may be under almost constant review; our clients tell us they need bespoke services and personal attention. Our response is to provide a direct and meaningful point of contact. Sanlam does not employ any ‘Relationship Managers’. Clients have direct access to their bespoke investment manager who is the individual responsible for constructing, managing and transacting on the portfolio and can get in touch with them as regularly as they wish.
We know there are few acts of financial faith greater than entrusting your wealth to another; we hold that responsibility at the forefront of our minds. We aim to be partners with our clients in building and preserving the assets they bring to us.