Sanlam is one of South Africa’s biggest financial and insurance institutions. Its portfolio of products and services allow this esteemed financial institution to offer a wide range of financial services and products. It is however worth observing that all Sanlam products and services are created with human welfare and financial security being the cornerstones. It is in this breath that Sanlam designed the private investment options to assist clients grow their financial resources and secure their future.
Sanlams private investment options are broken down into wealth creation, wealth preservation and income generation. All these private investment options offer wealth management services, stockbroking and portfolio management, offshore investments as well as fiduciary and tax services.
The wealth management service takes a holistic view of a clients financial reality, aspirations and risk profile and develops an integrated investment plan by strategically combining different asset classes to achieve maximum returns. Stockbroking and portfolio management offers clients stock options such as balanced portfolios, equity portfolios, derivatives trading, cash management etc. Offshore investments provide a customised offshore strategy designed around specific client needs,whether a client requires global stockbroking service,a customised share portfolio or access to top performing mutual funds, Sanlam is able to provide with the help of global partners.
Sanlam can be contacted on 0860726526.