Although we have a range of existing, ready-made risk-profiled solutions, we are also able to customise and build unique portfolios. As leaders in solutions thinking, we offer an unrivalled breadth and depth of experience, backed by the credibility and expertise of a Wealthsmith™.
Building unique solutions means navigating a world of complexity and understanding how the pieces of the complex investment puzzle interact.
There is no ‘one size fits all’ approach in our world of customisation; the secret lies in how you select and blend, rebalance and adjust, and determine the most appropriate combination of assets at each point in the specific market cycle.
Improve your governance framework and boost your fiduciary efforts! This investment governance solution allows trustees or asset consultants to delegate certain elements of the investment process to Sanlam Investments. Your involvement in the portfolio management process is based on an articulated and disciplined investment process, which means you are well positioned to manage your clients’ expectations and to offer them solutions with confidence.
Please complete the following information.