Sanlam Private Wealth
Financial ServicesView the employees at
Sanlam Private Wealth-
Ettienne Espach CFP® Operations Management | Back-Office | Middle-Office | Stakeholder Relationship Management | Strategic Planning | Report Writing | Financial Services Administration | Paraplanner
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Doncaster, England, United Kingdom
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Rising Star
Sherizaan Hoffman learnership at Sanlam Private Wealth-
Rising Star
Carla Craak Operations Assistant at Sanlam Private Wealth-
George, Western Cape, South Africa
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Rising Star
Alwyn van der Merwe Director of Investments at Sanlam Private Wealth-
City of Cape Town, Western Cape, South Africa
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Rising Star
johannes lephoto Sales Manager at Sanlam Private Wealth-
Free State, South Africa
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Rising Star
Overview
High net worth investors have unique goals, challenges and ambitions and often require a customised end-to-end solution that goes above and beyond conventional investment management. This could vary from investment portfolio construction to intergenerational wealth planning and cross-geographical tax structuring. At Sanlam Private Wealth, we work closely with clients and advisers to craft bespoke portfolios that suit individual risk profiles and investment objectives. With assets under management and administration of more than R189 billion, Sanlam Private Wealth has a direct presence in four countries: South Africa, the UK, Guernsey and Mauritius.
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