Conservative • low
Defensive • low
Cautious • medium
Preserve the real value of investments by generating a total return equal to or above inflation.
Balanced • medium
Grow the real value of investments by generating a total return above inflation.
Growth • high
Grow the real value of investments by generating a total return significantly above inflation.
Who we are
Sanlam UK is a leading provider of high-quality investment management and wealth planning services. We are a people-led business, with offices across the UK supported by an award-winning investment team based in London. While local at heart, we have the backing and financial strength of a global financial services company supporting our business.
Our parent company Sanlam Limited has been providing solutions to private clients, families, charities and institutions within investment management, risk management, capital markets, finance and insurance for over 100 years. Sanlam is the largest non-banking financial services group in Africa, has been listed on the Johannesburg Stock Exchange since 1998 and oversees some $65 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 financial planning. 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 today's uncertain 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 your partners in building and preserving the assets you bring to us.
What we do
We believe in active management both in terms of asset allocation decisions but also from a security and fund selection perspective. It is critical that asset allocation is integrated with stock selection so that each stage of the investment process works in harmony.
Our investment process is underpinned by the strength and depth of our research capability. Across the business we have 30 investment professionals dedicated purely to conducting research and analysing the best ideas, with an average of 10 years' experience between them. They look across the asset classes to find the most attractive opportunities in equities, fixed income, and alternatives. Client can access our investment expertise through our funds, model portfolio service or bespoke discretionary management. We believe the following qualities differentiate our offering:
- Heritage - We are backed by the largest non-banking financial services company in Africa and have a 100-year history built on financial strength and conservatism.
- Service - We have a passion for outstanding levels of client service and a sharp focus on meeting client needs by developing close working relationships. Within the Private Office we offer a suite of services to be able to provide a total wealth solution.
- Performance - We have industry leading teams in Equities, Fixed Income and Alternatives. Our focus on quality companies with strong valuation discipline leads us to selecting investments that compound returns to achieve sustainable and consistent outcomes for our clients.